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How to Use Technology to "Break the Cycle"

Does your current software seem to add work rather than streamline it? In this M&A Science Academy course, we will walk through how to develop a tech stack that works with you rather than against you.

What you’ll learn

  • Common Challenges from Outdates Practices
  • How to Use Tech for a Modern Approach
  • Overview of DealRoom's platform
  • How to Switch from Excel to an M&A Lifecycle Management Platform

Course content

Traditional vs. modern technology approaches

DealRoom's main tabs

DealRoom onboarding process

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

What to do if the bank is using a virtual data room

Shifting from a traditional to a personal M&A approach, thoughts by Kison Patel

Who is this course for

This course is geared towards anyone who uses Excel for transactions or is interested in learning the benefits of an M&A lifecycle management tool.


Julia Rollins
Customer Success Manager at DealRoom
Jessica Zhivotovsky
Sales Manager at DealRoom


Upon completion, members will receive a "How to Use Technology to "Break the Cycle" badge.

Have any questions?

What is the M&A Science Academy?

The M&A Science Academy is an online-platform where you can access courses taught by M&A professionals. The courses cover a wide variety of M&A topics such as integration, divestitures, due diligence, management styles, and more.

The M&A Science Academy includes courses from M&A experts who are eager to share their stories, failures, and successes.

Our goal is to provide users with knowledge from industry practitioners that can be applied to their own practices.

Where can I watch the courses?

All courses are available 24/7 on the M&A Science Thinkific page.

Which courses are right for me?

The M&A Science Academy courses were created to cover a range of topics based upon common M&A challenges. We are going to be adding new content regularly so feel free to explore new areas!