Data Rooms

Private, view-only document rooms. Invite people by email — they sign an NDA, then view (no download). Every open is logged.

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Documents

Engagement

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Ask the documents

Query this room's documents — the same assistant your invitees use. Answers cite the source pages. Needs “Make documents searchable” on.

Quick actions

Uploadadd documents
Inviteadd people
Summarygenerate / edit
Checklistrun diligence

Document assistant

People & invitations

Deal summary

A one-page summary generated from this room's documents. Edit it, then approve to pin it at the top of the room for invitees. Regenerating creates a new draft to re-approve.

Diligence checklist

Map a due-diligence checklist against this room's documents. Pick a template or upload your own (CSV, TXT, or PDF). Admin-only — never shown to invitees.

Questions from invitees