Institutional-Grade Data Rooms
The Virtual Data Room for Institutional Transactions
Secure. Intelligent. Purpose-built by bankers, for bankers. Trusted by banks, law firms, PEs, VCs, corporates, and more.
Faster Uploads
Faster Downloads
To Fully Searchable
Platform Uptime
Trusted by leading institutions
Platform Capabilities
A comprehensive suite of tools designed for the demands of complex, multi-party transactions.
Institutional-Grade Security
AES-256 encryption at rest and in transit. SOC 2 Type II Ready, SOC 3 Ready, ISO 27001, and ISO 42001 Ready — with comprehensive audit trails on every document interaction.
Granular Access Controls
Define access at the document level. Configure view-only, download, print, and watermark permissions per user or counterparty group.
AI-Assisted Redaction
Automatically identify and redact sensitive information across large document sets. Reduce weeks of manual review to minutes.
Engagement Analytics
Monitor counterparty activity in real time — document views, time spent, download patterns — to inform your deal strategy.
Bulk Ingestion & Indexing
Ingest thousands of documents with automatic OCR, full-text indexing, and intelligent folder classification.
Structured Q&A
Manage counterparty diligence questions within a structured workflow. Assign, track, and respond — all within the data room.
How It Works
From initial setup to counterparty access in three steps.
Ingest Documents
Upload your document set. The platform automatically indexes, classifies, and organizes materials.
Configure Access
Add counterparties, advisors, and internal team members with role-based permissions at the document level.
Manage the Process
Monitor engagement, manage Q&A workflows, and maintain full visibility throughout the transaction lifecycle.
Security Infrastructure
Purpose-built to meet the security and compliance requirements of institutional transactions.
Compliance & Certifications
SOC 2 Type II Ready, SOC 3 Ready, ISO 27001, and ISO 42001 Ready — built in from day one, not bolted on after the fact.
Encryption
Every deal room is protected with AES-256 encryption at rest and TLS in transit, with per-project encryption keys managed through a hardware-backed key management system.
Crypto-Shredding
True data deletion: when a project closes, its encryption key is destroyed — making all data mathematically unreadable without touching a single file.
Enterprise Authentication
Powered by WorkOS. Enterprise SSO, directory sync, and SCIM provisioning out of the box. Connect any identity provider — no professional services required.
MFA & Access Policies
Enforce mandatory MFA, session timeouts, and IP restrictions at the organization level.
Tamper-Proof Audit Trail
Cryptographically chained, append-only audit log with 7-year retention and built-in tamper detection. Every action, every user, every document access.
Malware Scanning
Every uploaded file is scanned before it's accessible. Nothing reaches your deal room until it's cleared.
Forensic Watermarking
PDFs, documents, and images are watermarked with user identity and timestamp — so you know exactly who downloaded what, and when.
Ready to discuss your next transaction?
Our team is available to discuss your requirements and arrange a private demonstration.