Data Room
Permissioned folders, multi-party invites, watermarking, audit log — built for diligence and verification.
Data Room
Switch the view above. Dashboard surfaces uploads, filters, and live activity for operators. Folder grid is the buyer-facing layout.
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45
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51
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14
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17
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+23
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01 · Corporate
- Cap table v3.xlsx buyercounsel
- Articles of incorporation.pdf buyercounsel
- Board minutes 2024-2026.zip counsel
02 · Financial
- Audited financials 2024-2025.pdf buyerlender
- Monthly P&L workbooks.zip buyer
- Tax returns (3y).zip lendercounsel
03 · Customers
- Top-50 customer list.csv buyer
- ARR bridge.xlsx buyer
- MSA templates.zip counsel
04 · Tech
- Architecture overview.pdf techdd
- Security review.pdf techdd
- SOC 2 readiness memo.pdf techddcounsel
05 · HR & Org
- Org chart.png buyer
- Employment agreements.zip counsel
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Check items to build your estimate. Totals update live in the cart.
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Magic-link onboarding for buyers, counsel, lenders. Per-folder grants, expiring access.
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Per-viewer watermark on PDF preview + downloads.
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Who-viewed-what, with CSV/PDF export for compliance.
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Per-document Q&A with assigned owners, SLAs, status.