DealRoom

Leveraging DealRoom for Sell-Side Success

Maximizing DealRoom for Buy-Side Excellence

Article provides guidance to buyers who have a seller who wants to own the VDR.

What to Do if the Seller or Target Wants to Use Their Own VDR

Article gives tips and tricks for how to leverage DealRoom for the integration process.

Leveraging DealRoom for Integration

Tips and tricks based on how you are approaching the platform.

Deal-Specific Strategies 

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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