Product
A Virtual Data Room Built for M&A
Organize the room, control what each party sees, work through requests and questions, and see who is reading what. All in one place.
Data room
Organized From the First Upload
- Folder upload
- Drop in a whole folder. Its structure is kept, file by file.
- Index numbers
- Every folder and file gets a number, like 2.3.1, so everyone points to the same document.
- Versions
- Upload a new version and the earlier ones are kept, numbered and downloadable. Buyers see what's been updated.
- Office files in the browser
- Word, Excel and PowerPoint files open in the browser as PDFs.
- Search inside documents
- Search the text of PDFs and Office files, including scanned pages.
- Duplicates and recycle bin
- Duplicate files are flagged. Deleted files wait 30 days in the recycle bin.
- Templates
- Start a deal from a standard folder structure and request list.
Checklists and requests
Turn Buyer Requests Into a Checklist You Can Close
Paste in a buyer's request list, or attach the document it came in. DiligensHub splits it into numbered items and matches each one to your diligence checklist. Nothing changes until you approve it. Then it suggests the files that answer each item.
- Build your checklist by importing a request list from a PDF, Word or Excel file
- Files and checklist items are matched both ways, whichever arrives first
- Items close only when someone on your team closes them
- Buyers can send requests through their own page (switched on per deal)
Q&A and discussions
Questions Answered, With the Document Attached
Buyers ask about a file, a folder or a checklist item. Each question goes to the right person, and each answer can link the documents it relies on.
- Categories, priorities and assignment
- AI-drafted answers from the documents in your room, checked by a person before sending
- Optional approval by legal or management before an answer is sent
- Common answers published as an FAQ; the full log exports to Excel or CSV
- Discussions on a file or a passage, shared with only you, your company, or the deal team
Q&A and Discussions are switched on per deal.
For buyers
Buyers See What's New, and Get It in One Click
Each buyer sees which files are new or updated since they last looked. One click downloads only what's new. Large rooms arrive in checked parts that resume if interrupted, each ready as soon as it's built.
- "New" and "Updated (v3)" marked for each person
- Download the whole room, a folder, a selection, or only what's new
- Every part checksummed, with a list of anything left out and why
- An email when a download is ready; links last 72 hours
Activity and reports
Know Who Is Reading What
See which documents each buyer opened, how long they spent, and which pages they read. Every view, download and change is logged, and every report exports to CSV.
Updates on Each Person's Schedule
Everyone chooses how often they hear from the room: right away, hourly, daily or weekly, in their own time zone. New-document emails list each file and link straight to it.
Every Deal in One Place
Run several deals from one dashboard. Each gets its own room and web address, with its own members, status and activity. Rooms can carry your brand.
Deal types: M&A sell-side and buy-side, capital raise, debt financing, real estate, litigation and regulatory.