Use cases
A secure virtual data room for the moments confidential documents leave your four walls: tax audits, M&A due diligence, legal discovery and capital raising. The same tools do the work every time: access groups that decide who sees which folders, view-only pages with personal watermarks, questions answered in the room, request lists for what is missing, and an audit log you can export.
What changes from one use to the next is who is on the other side and what they need to see. Here is how teams use it.
For CPA firms and finance teams answering the IRS or a state tax agency. Share client records securely with the examiner in a room holding exactly the records requested, with a tamper-evident record of exactly what was disclosed, when, and to whom. The question it answers: can you prove what you handed over?
For sellers, buyers and their advisors on either side of a deal. Run buy-side or sell-side due diligence with a threaded Q&A workflow, folder-level access groups so each bidder sees its own folders, and a full, exportable audit trail. The question it answers: who has seen what, and what is still open?
For law firms and in-house teams. Share discovery documents, case files and confidential opinions under controlled, audited access per party, with watermarking and no-download viewing. The question it answers: can sensitive documents be reviewed without being copied?
For founders and finance teams raising money. Share the deck, financials and cap table with investors, granting and revoking access per party and seeing exactly what each investor reviewed. The question it answers: which investors are engaged, and is access closed for those who walked away?
If a regulator or tax agency has asked for records, start with the tax audit room: the request usually arrives with a deadline, and the record of what you disclosed matters as much as the documents themselves. If you are selling, buying or raising money, start with due diligence or capital raising, where the deciding work is managing several parties at once. If the documents are privileged or confidential, start with the legal room, where controlling copies comes first.
Whichever you pick, one room can be set up the same day by one person, and the people you invite enter with a code sent to their email, without creating an account.
No sales call. Build a secure data room in minutes and see it on your own documents.
