Dealroom.co Features
Financial Information (2)
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Data Visualization
Contains data visualization tools specifically tailored to handle financial information
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Document Search
Provides financial document search functionality to users
Analysis (5)
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Financial Analysis
Analyzes financial statements from publicly traded companies
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Charting
Contains customizable data charting tools
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Risk Analysis
Carry out risk analysis for publicly traded companies
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Document Annotation
Provides document annotation and note taking capabilities.
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Collaboration
Contains collaborative functionality that allows permissioned users to share documents and insights.
Market News (3)
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Alerts and Monitoring
Monitors real-time market data and send alerts based on user input
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Market Information
Provides access to up-to-date financial market information
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Market News
Aggregates media and news from relevant companies
Platform Basics (2)
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Mobility
Is accessible from a mobile device and by users on the go.
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Interoperability
Connects to external systems and applications as needed to complete team workflows.
Functionality (14)
Structure type
Searches structured, semi-structured, and unstructured data for sensitive data.
Contextual search
Offers contextual search functions to understand factors such as file type, sensitivity, user type, location, and other metadata.
Template algorithms
Has template rules and pattern matching algorithms (PII, PCI, PHI and more)
Custom algorithms
Offers the option to create custom templates and rules based on department, user type and data type.
False-positive management
Offers false-positive management functions
Multiple file and location types
Search multiple file types (images, PDFs, etc.) and repository locations (such as on-premise databases, cloud storage, email servers, websites, etc.)
Real-time monitoring
Monitors data stores in real-time searching for newly created sensitive data.
Dashboard
Offers a dashboard showing specific location of sensitive data.
Compliance
Facilitates compliance and enables adherence to common industry regulatory standards such as GDPR, CCPA, HIPAA, PCI DSS, ISO, and others.
Reporting
Offers reporting functionality.
Data Dictionary Management
Stores definitions of the data elements and their relationships (metadata) and how they are retrieved for the user
Metadata Management
Collect and maintain structured information that describes data or content
Workflow Management
Create, design and manage workflows for repetitive tasks
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Agentic AI - Sensitive Data Discovery (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Financial Research (1)
Multi-step Planning
Ability to break down and plan multi-step processes
Additional Functionality (31)
Data Visualization
Graphical representation of data
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Multiple Data Sources
Allows users to manage data from a number of sources
Sensitive Data Identification
Identify sensitive or personal information collected from users
Data Import/Export
Import and export data to and from software applications
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Data Transformation
Translate EDI formats into data suitable for use with company applications.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
API
Application programming interface that allows for integration with other systems/databases
Customizable Reports
Alter the layout and content of reports
Dashboard Creation
Creation and customization of dashboards
Forecasting
Form predictions based on past and present data/trends
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Self Service Data Preparation
Access, combine, transform, and store data without the help of an IT department
Data Connectors
Connect to big data sources
Data Mapping
Track the management and flow of data throughout the organization
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Activity Tracking
Track and document all activities across devices, networks, and other systems
Data Cleansing
Removes data that is incomplete, inaccurate, or irrelevant from a dataset
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Publishing/Sharing
Share pre-configured sets of data organized and presented in a specific manner with the organization
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Big Data Analytics
Examine large amounts of data to uncover hidden patterns, correlations, and other insights
Ad hoc Query
One-off queries made on an as-needed basis
Data Modeling
Conceptual model of how data items relate to each other
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
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