THE PRODUCT

Every document. Every question.
A considered next step.

Keep sensitive information organised, control its release and make the diligence process easier to follow.

DISCLOSE WITH INTENT

A room that follows
your deal process.

Discuss your requirements
01

Granular permissions

Grant access by person or team, at room, folder or document level. Separate viewing from downloading and apply time limits.

  • Room, folder and document scopes
  • Explicit download permissions
  • Time-limited access and revocation
02

Staged disclosure

Release pre-diligence, active diligence and confirmatory materials in stages. Keep later-stage documents out of an earlier review.

  • Stage-based release
  • Document availability windows
  • Consistent access across search and viewing
03

Watermarked viewing

Present documents as recipient-watermarked pages. Supported downloads receive traceable stamps linked to the recipient and event.

  • Recipient-linked watermark stamps
  • PDF and supported Office formats
  • View-only access does not deliver the master file
04

Structured Q&A

Route questions, assign owners and due dates, review drafts, then publish an approved response. Internal notes stay internal.

  • Topic and priority for each question
  • Optional second-person approval
  • Visible published answers and declined outcomes
05

Reading activity

See which documents were opened and where attention was spent. Page-level reading time, downloads and exports support follow-up.

  • Investor and document views
  • Page-level attention records
  • Readers can inspect their own activity
06

Closing evidence

Carry the record beyond the room. Signed provenance and encrypted closing bundles support independent verification.

  • Signed document manifests
  • Scoped audit evidence
  • Recipient-owned keys for archive export

Capabilities depend on the selected release and accepted installation. Watermarks provide attribution; they do not prevent someone photographing a screen.

From first disclosure
to the final record.

  1. 01

    Prepare

    Organise materials into a numbered document index.

  2. 02

    Release

    Set audiences, permissions and disclosure stages.

  3. 03

    Respond

    Route questions and publish reviewed answers.

  4. 04

    Close

    Export the authorised archive and its evidence.

A CLEARER WAY TO RUN DILIGENCE

Your next transaction.
Under your control.

Let’s discuss your deal process, access requirements and deployment environment.

Discuss your requirements