Course curriculum

  • 1

    M&A Tech 101

    • Introduction

    • DealRoom Background
  • 2

    Traditional vs. Modern Technology Approaches

    • Common Challenges from Outdates Practices

    • Using Tech for a Modern Approach
  • 3

    Platform Walk Through

    • DealRoom's Main Tabs

    • Dependencies

    • Onboarding

    • Canned Reports
  • 4

    Excel vs. DealRoom

    • Switching from Excel to DealRoom, what's the learning curve?

    • Can you use DealRoom and Excel?

    • If the Bank is Already Using a Data Room
  • 5

    Closing Thoughts

    • Resources for Those Who are Just Starting to Build Out Their M&A Function

    • Shifting from a Traditional to a Personal M&A Approach, Thoughts by Kison Patel