Share deal documents without sharing your workspace
Create secure data room links for lenders, investors, and partners. Choose exactly which files and deal data they see, with full control and visibility into every view.
Granular control over what they see
Create a data room link and choose exactly which files, folders, and deal fields to include. Want to share the offering memo and financials but not the appraisal? Done. Each link is scoped to specific content and revocable at any time.
- →Select specific files and folders per link
- →Choose which deal overview and economics fields to expose
- →Include or exclude key dates and deal sections
- →Revoke access instantly when a deal closes or a party exits
Password protection and expiration
Set password protection on every data room link. Set automatic expiration so you never leave a stale link open. Control whether recipients can download files or only view them.
- →Password-protected data room links
- →Automatic link expiration dates
- →Toggle download permissions per link
- →Three access modes: anyone, password, invite-only
Know exactly who's reviewing your deal
Track every view, every file open, and every download. Complete activity logs give you visibility into stakeholder engagement so you know who is actively reviewing, and who isn't.
- →Real-time view and download tracking
- →Per-document engagement analytics
- →Activity log with timestamps and visitor identification
Organized the way lenders expect
Structure your data room with folders and tags that match how lenders and investors expect to receive information. Upload entire due diligence packages and organize them by category so external parties find what they need quickly.
- →Folder-based organization for due diligence packages
- →Tag documents by category for easy navigation
- →Bulk upload and organize large file sets
Three levels of access control
Anyone with the link
Open access for widely distributed packages. Track views by IP and visitor name.
Password protected
Require a password to access. Failed attempts are logged for security.
Invite only
Restricted access for sensitive deals. Only approved parties can view.
Everything included
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