Controlled disclosure. Full audit-ability.
Running a successful private placement requires confidentiality and transparency. A virtual data room ensures investors have secure access to the Private Placement Memorandum and supporting documents. Strict control and visibility into who has received the PPM, and a full audit trail of document activity, ensures compliance.
1. Import documents
Create a custom-branded site and start importing documents using our simple Drag & drop
tool. 
2. Set user permissions
CSet role-based access to information. Investors will only see the folders or documents they are granted access to. 
3. Apply document security
Set document expiry dates, apply dynamic watermarks, and restrict access by IP address and computer. Should an investor drop out, you can remotely revoke documents, even after they’ve been downloaded. 
4. Run Q&A
Field, route and respond to questions from investors in a timely manner using our Q&A module. An unalterable audit trail maintains complete transparency throughout the process. 
5. Track activity
Detailed activity reports let you know who is spending time with each document, to help gauge investor interest. 
Deals can be stressful. Your data room doesn’t have to be.
Industry Solutions
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Uncompromising security
Our commitment to security means your confidential information remains secure. Your data is stored in a SSAE 16 Type II compliant data center, hosted at SunGard, the same company that serves the world’s 25 largest financial services firms. Learn More
24/7 support whenever you need it
Our in-house support team are data room experts. We’ve helped take thousands of deals to close. We provide immediate support 95% of the time, and you’ll never wait longer than 15 minutes, guaranteed. Learn More