New Platform Update: 2025-03-31
New Releases Multi-Room Updates (Beta): M&A teams can now apply playbook updates across multiple rooms with just a few clicks. They can also bulk add users with groups and permissions and seamlessly copy worklists and due diligence requests to ensure consistency and efficiency across deals. To learn more, read this article . Requests Table CommFew readersNew Platform Update: 2025-04-10
🌟 New Releases We've refreshed the way you can import deals into the pipeline. Now you can quickly import a new deal or update existing deal data in bulk rather than updating each field individually. For an overview, read the help article: How do I import and export deals in the pipeline? (https://storage.crisp.chat/users/helpdesk/websiFew readersNew Platform Update: 2025-04-25
🌟 New Releases Improved Attachment Organization in Request Details We’ve added index numbers to attachments in the request details view to make tracking and referencing easier. Plus, long file and folder names are now automatically truncated for a cleaner, more readable layout. 2. Improved Mobile Web ExpFew readersNew Platform Update: 2025-02-21
🌟 New Releases Document Activity Log: The document activity log has been updated for improved clarity and easier tracking of document changes. This update streamlines collaboration and makes it simpler to stay informed about document activity. New Room Settings UI: The new Room Settings user interface is now enabled for alFew readersNew Platform Update: 2025-01-03
🌟 New Releases Bulk Download Enhancements: The Bulk Download dialog has been updated for improved usability and efficiency. Deal Notes Saved Automatically: Unsubmitted deal notes are now saved even if the user closes the deal details page. This ensures that any work in progress is not lost, allowing users to continue editing or submit their nFew readersNew Platform Update: 2024-12-06
🌟 New Releases Updated Requests UI: To improve the understanding of request details, we've updated the label from "Review this task" to "Review request." This adjustment ensures more consistent terminology throughout the platform, creating a smoother and more intuitive user experience. Enhanced AI-Powered Features: We've refined ourFew readersNew Platform Update: 2024-11-22
l🚀 November 22nd, 2024 - DealRoom Product Updates 🚀 🌟 New Releases Improved Request List Import UI: We’ve improved the interface for importing request lists, making the process more intuitive and seamless. The new design ensures a smoother experience, so you can efficiently import requests without hassle. Enhanced Data Room Upload Notifications:: You now have more control over nFew readersNew Platform Update: 2024-09-20
🌟 New Releases 1. NEW Feature Alert: DealRoom's AI Analysis. We’re thrilled to announce the release of DealRoom's AI Analysis—a cutting-edge tool designed to supercharge your document management and analysis. This feature leverages advanced AI capabilities to instantly generate key insights from your documents, helping you streamline diligence, flag potential risks, and speed up decision-making.Few readersNew Platform Update: 2024-07-19
🌟 New Releases Remove Users from the People Tab: Now you can completely delete contact and user records from the People tab that are no longer needed. This update helps keep your user database clean and organized, ensuring that only relevant and active contacts are maintained. (https://storage.crisp.Few readersNew Platform Update: 2024-06-07
🌟 New Releases Findings Custom Fields: Now you can track additional information on Findings with custom fields! Whether you want to label the different departments affected, specify a dollar cost, or highlight the relevant phase of integration, there is no limit to quantity of fields you can keep track of. Along with the ability to now export Findings, this will add increased flexibility and visibility into workflows. (https://sFew readersNew Platform Update: 2024-05-31
At DealRoom, we are committed to continuous improvement and innovation. Our goal is to enhance our platform to better meet your needs. We're thrilled to announce our latest updates, designed to streamline your workflow and elevate your DealRoom experience. 🚀✨ 🌟 New Releases New Feature Alert - Synergies (Beta): Introducing our Synergies feature! This allows you to track and manage financial benefits from M&A, such as cost reductionsFew readersNew Platform Update: 2024-04-26
At DealRoom, innovation never stops. We're constantly striving to enhance our platform to better serve you. With the release of these latest updates, we're excited to introduce improvements that aim to streamline your workflow and elevate your DealRoom experience. 📈 🌟 New Releases New granular request permissions - Start Dates and Due Dates: 📅 Admins rejoice! Now, you have full control over who can edit the start and due datesFew readersNew Platform Update: 2024-03-08
New Releases Findings in the Your Work tab - Along with Requests and Deal tasks assigned to you, you can now find Findings in the Your Work tab too. This keeps everything in one easy, accessible place. Findings filters are updated - Now you can filter by specific role of assignee, follower, or owner. (httFew readersNew Platform Update: 2024-02-22
🎉 Introducing Request Custom Fields! 🎉 We're thrilled to unveil our latest feature: Request Custom Fields! Now, take control of your data like never before by incorporating customized fields into your requests. Alongside the existing array of fields within DealRoom—Priority, Status, Assignee, Due Date, Labels, and more—you now have the power to add fields that align perfectly with your tracking needs. Say goodbye to the risk of losiFew readersNew Platform Update: 2024-01-04
New Feature: Findings! - Empower M&A teams with a tool to efficiently manage identified risks and issues, fostering collaboration, and enabling timely decisions for more successful deals. Now you can: Identify and track any possible risks or issues that may occur during the diligence or integration process Work on developing a mitigation plan of how to avoid risks so they do not become issues New fields for Risks: description,Few readers