Open a clean deal space in minutes, not days. Start by dragging your folder tree into the room and apply permission templates for bankers, lawyers, executives, and prospective buyers or investors. Gate entry with NDAs, enforce dynamic watermarks, and decide who can view, print, or export. Set expiry dates on access and keep the option to revoke or remotely disable files if circumstances change. Bulk upload, auto-index, OCR, and duplicate detection keep content tidy. Use the email and Excel integrations to capture correspondence, sync trackers, and avoid version chaos. Invite parties with group-based access, switch on SSO if required, and let the platform maintain a complete audit trail from the first login.
When diligence begins, organize questions through a role-scoped Q&A hub. Route inquiries to the right internal owners, enforce approvals before answers go live, and tag topics to speed up sorting. Build answer libraries from previous deals to reduce repetition, and trigger alerts only for the people who need to act. Analysts can use saved searches and filters to triage high-priority asks, while the Excel connector syncs trackers without constant downloads and re-uploads. AI assists in the background: it scores engagement by company and individual, highlights hot documents and search terms, and recommends the next content to publish based on bidder behavior so your team focuses on what moves the process forward. more
90° Plan
Others
3 users
Free and unlimited data
Free and unlimited guests and bidders
1 virtual data room
Pathways pre-built for superior outcome preparation and management. Accelerate deals, audits, post acquisition integration and more
Free advisor workflow, collaboration, reporting tools + templates
Google Drive, Dropbox, Box & One Drive integration
Assign team tasks, collaborate, request updates and approvals
Live chat support & knowledge base
180° Plan
Others
Includes features of 90° plan, plus
Print and save control of files inside and outside your virtual data room
Lock, track and self destruct PDF & Microsoft Office files anywhere, anytime
Dynamic watermark security
Activity reports on users, documents, Q&A, and more
Q&A workflow engine with email and Excel integration
24/7 phone & email support
AI scoring and prediction of bidder engagement & behavioral insights
360° Plan
Custom
Includes features of 180° plan, plus
Dedicated customer success manager
Enterprise grade compliance reporting controls
IP access restrictions
Single sign-on (SSO)
Multi-factor authentication (MFA)
Comments