Data Room for Boutique Investment Banks
For sell side banks running $5M to $250M deals. Unlimited rooms and users, $6,000 a year.
What a boutique bank needs from a data room
You run 4 to 12 mandates a year with a small team, and you often build the room yourself.
No meter on pages, seats or gigabytes.
No onboarding call. Most rooms are live in under 5 minutes.
Each bidder is its own buyer group, invisible to the others.
Who opened what, and when, with a daily digest for owners and admins.
A sponsor on two of your deals never sees across them.
Your logo and colors on the room buyers see, at no extra charge.
Build the room before the teaser.
Start from 13 folders and 63 subfolders, from Business Overview to Litigation. Drag in whole folder trees and the structure stays. Show the owner the room in the pitch, because every seller asks who will see their customer list.
What is in the template →Stage access by round
Each bidder is its own buyer group. Moving a buyer forward is a permission change, not a new invite.
- Who is in
- Every buyer group with an executed NDA
- What they see
- CIM, summary financials, business overview, market materials
- Who is in
- The 3 to 6 groups you invite forward
- What they see
- Detailed financials, customer and contract summaries, operations
- Who is in
- The winning buyer, plus separate groups for its QofE firm and counsel
- What they see
- The full room except folders you are still holding back
- Who is in
- The same buyer groups
- What they see
- Compensation, related party and other held back files
See which buyers are serious.
The audit log shows who viewed and downloaded what, with timestamps and IP addresses. Owners and admins can get a daily digest.
Tracking buyer activity →Working through financials and contracts means a model is being built.
A deal partner opening files means senior time on your deal.
Call that group before IOIs.
No opens before IOIs? Call them or drop them.
NDA gate and watermarks
Buyers sign your NDA before they open anything. Start from our M&A NDA template.
Every preview names the viewer. Release originals only where needed, usually the Excel model.
Sent under your firm’s name from support@lockroom.com.
Cost per mandate
$6,000 a year for unlimited rooms and users. One room alone is $375 a month.
- Deals well above $250M, with dozens of bidders and several advisors per side.
- A client or buyer requires a specific enterprise platform.
- You need a built in Q&A workflow that routes questions to named experts.
- You want a staffed project team to build the room for you.
Frequently asked.
What is a data room in investment banking?
What is the best data room for a boutique investment bank?
How much does a data room cost for a boutique investment bank?
How long does it take to set up a room for a new mandate?
Can competing buyers see each other in the data room?
Can I run several mandates on one subscription?
What happens to the data room after the deal closes?
More for sell side bankers.
Which data rooms publish prices, and how a boutique should choose.
Folder by folder guide to building the room, mapped to the buyer diligence request list.
The 26 week process from mandate to close, phase by phase, for lower middle market deals.
Run your next mandate on a flat rate.
14 day free trial, full access, no credit card.