M&A & DUE DILIGENCE
Run due diligence without the chaos.
Structure financial audits, IP portfolios, and M&A documents into secure Virtual Data Rooms with NDA sign gates and file-level permissions — built for deal teams who need due diligence software that doesn't require an enterprise sales call to set up.
CHALLENGES WE SOLVE
Why traditional sending fails
Chaos of multiple email links
Sending 20 separate PDF links across email threads leads to lost attachments, outdated versions circulating alongside current ones, and no single source of truth for what a buyer's team has actually seen.
No legal record of NDA sign-off
Allowing access before NDAs are timestamped exposes intellectual property and weakens your legal position if a dispute over confidential information arises after the deal closes or falls through.
Uncertainty of audit trails
Failing to prove who accessed what file during regulatory diligence reviews creates real exposure — auditors and counsel increasingly expect a exportable, timestamped record, not a best guess based on email send times.
All-or-nothing access to sensitive files
Generic cloud drives force you to either grant full visibility to every party or manually recreate folder structures per bidder, both of which slow down a process where speed often decides who wins the deal.
CAPABILITIES
Built specifically for M&A Advisors, Investment Bankers, Legal Teams, & Series A/B Founders
✓ One-Click NDA Signature Gate
Viewers must review and accept your legal NDA before viewing any folder, with the acceptance timestamp logged against their verified email address as part of the permanent deal record.
✓ Granular File & Sub-folder Access
Revoke access to sensitive financial spreadsheets or IP schedules with one click, and scope different bidders or advisors to entirely different slices of the same data room without duplicating files.
✓ Timestamped Audit Log Export
Download complete access history — who viewed what, when, and for how long — for legal compliance, regulatory review, and internal deal records that outlast the transaction itself.
✓ Dynamic Per-Viewer Watermarking
Every rendered page carries the viewer's email and timestamp, so a leaked page from any stage of diligence can be traced back to a specific viewing session rather than a generic confidentiality notice.
Hypothetical Example: M&A Diligence Sprint
Scenario: A mid-market holding company preparing a $15M acquisition needs to organize an 85-document vault — financials, IP schedules, and material contracts — across 4 folders for a buyer's diligence team and outside counsel.