From first checklist to signed term sheet. Structure your data room, share it securely, and never miss a deal move.
Choose a current stage-based template or start with a blank room.
Private file storage and checklist linking are the next core development phase.
Verified guests, permissions, analytics, and alerts will roll out through private beta.
Start with Seed, Series A, M&A, or a blank room. Investor, accelerator, and advisor templates are planned for beta.
Real private uploads, previews, versioning, and deletion are the first major private-beta development milestone.
Configurable viewer and document alerts are planned for private beta, subject to WhatsApp Business approval.
Room, folder, and document permissions with verified guests and immediate revocation are in development.
Server-validated room opens, document views, downloads, and permission changes are planned for beta.
Private storage, Row Level Security, short-lived links, and fail-closed permissions are beta launch requirements.
Organization roles and permission-based guest access are planned for the protected-room phase.
Build from maintained templates today. Advisor and Business teams can also save reusable custom checklists; room duplication follows.