The data room built for M&A diligence.
From teaser to close, run the deal on a flat rate. Folder structures bankers expect, granular buyer permissions, a Q&A workspace that keeps diligence on the platform, and an audit log that survives reps and warranties.
One number for unlimited rooms. Run a single deal or a portfolio. Single deal at $375 a month is also available.
Drag in the 13 folder M&A template, invite buyer groups, go live. Buyers see your branded room in minutes.
Compliant with SEC 17a-4 and FINRA 4511. Exportable for reps and warranties carriers, post close disputes, or compliance review.
Drop in the standard 13 folder M&A template.
Built around what bankers and buy side diligence teams actually request. 13 top level folders, 63 subfolders, mapped to standard reps and warranties categories. Customize from there.
Start Free Trial →Different access for each buyer group.
Strategic buyers see operational detail. Financial buyers see different financial detail. Tier 1 sees full diligence, Tier 2 sees Phase 1. View Watermarked, Download Watermarked, View Original, Download Original. Per group, folder, and file.
Start Free Trial →Keep diligence Q&A on the platform.
Buyer questions land in a structured queue. Route to your finance lead, legal counsel, or operating team. Track which questions are open, answered, or marked internal. Buyers see only the answered ones.
Start Free Trial →Every stage, on the same room.
Standard structure mapped to reps and warranties categories. Drop it in on day one and the room is ready for buyers.
View Watermarked, Download Watermarked, View Original, Download Original. Per buyer group, folder, and file.
Buyer questions land in a queue, route to the right team member, mark internal or buyer facing. Diligence Q&A stays inside the room.
Every PDF a buyer opens is dynamically watermarked with their email and IP. If a deck leaks, you know which buyer leaked it.
Page level activity, IP, search queries, print blocked events. Retained per regulatory requirements. Survives reps and warranties.
Buyers find what they need without flooding your inbox. You see what they searched for in the audit log.
Every click, logged.
Court ready. Page level activity, IPs, search queries, print blocked events. Retained per SEC 17a-4 and FINRA 4511. Exportable to PDF or CSV when reps and warranties insurers ask for it.
Start Free Trial →“The Q&A workspace alone saved us 200 emails per deal. Buyers ask questions inside the room, we route them to the right partner, the answer is logged with a timestamp. Reps and warranties carrier loved the audit trail.”
Related to your use case.
Run sell side mandates on a flat $6,000 a year. Built for MD led firms running 4 to 12 deals.
Honest pricing and feature comparison across Datasite, Intralinks, Firmex, iDeals, and more.
Audit log retention through R&W carrier requests, working capital disputes, and indemnity claims.
Run your next deal on a flat rate.
14 day free trial. Full feature access. No credit card. Spin up your first deal room and drop in the M&A template in under 5 minutes.