A Modern VDR Built by Bankers
for Bankers

Secure virtual data rooms for M&A, legal, financial, and enterprise file sharing — with AI-powered document intelligence.

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AI Summaries

Auto-generated document summaries and Q&A

Granular Permissions

Per-user, per-file access control

Shareable Links

Secure URL links for folders and files

Analytics

Audit trails, reporting, and activity tracking

Document Summaries & Chat

Document Summaries & Chat

  • Auto-generated 3–5 sentence summaries for every document
  • Conversational Q&A with citations directly from your files
  • Instantly understand key terms and provisions
Granular Permissions & User Defaults

Granular Permissions & User Defaults

  • Per-user, per-group, and per-file permission controls
  • Hide, view-only, download, and edit access levels
  • Copy permissions between groups and set default schemas
Secure Shareable Links & Index Numbers

Secure Shareable Links & Index Numbers

  • Generate unique URL links for any folder or file
  • Embeddable links for Q&A workflows and requests
  • Links respect user permission settings automatically
  • Manual re-indexing with drag-and-drop reorganization
Audit Trail, Reporting & Analytics

Audit Trail, Reporting & Analytics

  • Table of contents and activity reporting
  • Track top views, downloads, and user engagement
  • Full audit trail for every user and group action

Simple, Transparent Pricing

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  • Rooms Unlimited
  • Users Unlimited
  • Storage Limited
  • Archives With Upgrade
  • Granular Permissions —
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Tailored to your needs

  • Rooms Unlimited
  • Users Unlimited
  • Storage Unlimited
  • Archives Unlimited
  • Granular Permissions Per User
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