Use cases
Built for Every Side of the Deal
Private equity firms, corporate development teams, advisors and lawyers run diligence in one place.
- viewing levels per folder
- 6
- permission controls
- 51
- deal types
- 7
- kinds of reusable template
- 3
Private equity
Run Every Deal to the Same Standard
Start each deal from your firm's own folder structure and request list. Save permission sets as templates and reuse them on every deal.
- The same folder structure and request list on every deal
- Permission templates you reuse across deals
- Access that ends on a date you set
- One dashboard that lists every deal you run
Corporate development
Every Deal, One Dashboard
See every deal your team is running, with its status, people, files and latest activity. Your colleagues sign in with your company's single sign-on.
- One dashboard for every deal
- Single sign-on with SAML 2.0 or OIDC
- Standard folder structures and request lists
- Exportable activity for every room
M&A advisors
Run a Competitive Process in One Room
Run several bidders in one room without them seeing each other. Track which bidders are engaged, and answer their questions in one place. Present the room under your own brand.
- Bidders kept apart, across every part of the room
- Engagement by bidder: documents opened, time spent, pages read
- Q&A with assignment, question limits for each buyer group, and an exportable log
- White-label rooms that carry your brand
- Archive the room when the deal closes
Legal teams
Track Every Version and Every View
Each agreement keeps its numbered versions, and earlier ones stay downloadable. See who opened it, how long they read, and who downloaded it.
- Numbered versions, with earlier ones kept and downloadable
- Views, reading time and downloads for each file
- Discussions on a passage, shared with only you, your firm, or the deal team
- A complete activity record, exportable to CSV