The data room for exit ready companies.
Get your client organized 12 to 24 months before going to market. Open a room per engagement, build the standard 13 folder M&A structure, and hand it to a banker on day one of the process.
Same number whether you have 5 clients in prep or 25. No per page, no per user, no expiration when an engagement runs long.
Drag in the M&A folder template, invite the CFO and attorney, go live. No onboarding call required.
Add new client engagements without checking your cost ceiling. Each one gets a clean room with the standard folder structure.
Drop in the standard 13 folder M&A template.
The folder structure bankers actually request in diligence. Your client knows exactly what to gather, and 18 months later when the seller side banker takes over, the room is already organized the way they want it.
Start Free Trial →Different access for each advisor on the file.
Bring the CFO, the attorney, and the wealth advisor into the same room with the access controls each one needs. View Watermarked, Download Watermarked, View Original, Download Original. Per group, folder, and file.
Start Free Trial →Built for the multi year prep cycle.
Run 5, 10, 20 active engagements at once. The annual cost stays the same whether you are coaching 5 clients or 25.
Drop in the M&A folder structure on day one. Built around what bankers actually request when the company goes to market.
View Watermarked, Download Watermarked, View Original, Download Original. Per advisor group, folder, and file.
Page level activity, IP addresses, search queries, print blocked events. Exportable for your client file at any point.
Replace LockRoom branding with your firm logo and colors. Your client sees your name on the room every day for two years.
When you need to walk a client through a permission edit at 9 PM, you reach the founder. Not a Tier 1 ticket queue.
Every click, logged.
See who from the client team is actually pulling their weight. CFO uploaded the financials? Attorney never opened the customer contracts folder? You see it before the kickoff call.
Start Free Trial →“Two years before going to market, I drop the LockRoom 13 folder M&A template into the client's room. By the time we hand it to the banker, the structure already matches what they ask for. Bankers tell me my clients are the easiest deals they run all year.”
Related to your use case.
When the client goes to market, the boutique IB picks up the same room with the same audit history.
Audit log retained seven years post close. Defends working capital adjustments and indemnity claims.
Honest pricing and feature comparison across every major VDR. Updated quarterly.
Run your next engagement on a flat rate.
14 day free trial. Full feature access. Open your first client room and drop in the folder template in under 5 minutes.