Voiceover training

Use case video library

Choose your role and the task you want to learn. Every video includes captions, written steps, a transcript and answers to common questions.

Platform walkthroughs use actual screens to explain the controls and next steps. Preparation videos identify prerequisites and limitations, including tools that are still coming soon.

What do you want to do?

6 use cases

2:25

Use Case 02 · M&A advisor

Manage data rooms

Prepare listing-linked or standalone data rooms, upload evidence, review exit-readiness gaps and manage controlled access for an advisory engagement.

Platform walkthrough

Watch video and read the steps

1:41

Use Case 23 · M&A advisor

Manage many client transactions

You advise multiple clients and need each transaction’s evidence and next action kept separate. Search for a specific business in Deal Room and confirm the advisory workspace.

Platform walkthrough

Watch video and read the steps

1:13

Use Case 24 · M&A advisor

Coordinate buyers, sellers, and advisors

A seller, buyer and advisers need to resolve one transaction issue. Find the correct deal and confirm each participant’s side.

Platform walkthrough

Watch video and read the steps

1:30

Use Case 25 · M&A advisor

Prepare valuation and deal documents

You need a valuation draft or confidential information memorandum supported by reviewable evidence. Start in Document Builder and choose listing, deal or standalone source.

Platform walkthrough

Watch video and read the steps

1:26

Use Case 26 · M&A advisor

Oversee due diligence

Your client’s diligence is missing bank statements and an answer about a contract. Find the deal at Due Diligence, then prepare a precise evidence request.

Platform walkthrough

Watch video and read the steps

1:44

Use Case 27 · M&A advisor

Track progress from LOI to close

Your client reached offer and LOI discussion and needs to see what remains. Find the opportunity in Deal Room and inspect stage.

Platform walkthrough

Watch video and read the steps