Feature
NDA gates for advisory diligence rooms
Turn implied trust into explicit trust without adding unnecessary friction to client-facing deal workflows.
The goal of an NDA gate is simple: set expectations and reduce careless forwarding. Use it for financials, contracts, and sensitive diligence material, not for every low-risk document.
NDA acceptance before file access
Gate access so viewers must accept your NDA terms before viewing sensitive content.
Combine with verification
Pair NDA gates with email verification or allowlists so agreements are tied to a real viewer identity.
Works with expiry and revocation
Keep access time-bound with expirations and revocable links, so rooms don’t stay open forever.
Practical guidance
Gate only what is truly sensitive
Keep “Start Here” low friction. Add NDA gates before Financials, Contracts, and other sensitive diligence folders to reduce risk.