Feature
Secure single-document sharing for early-stage deal materials
Send one document fast, then graduate to a room when diligence starts. Keep controls and analytics consistent.
Early sharing is still signal creation. A clean viewer, simple gates, and high-signal analytics help advisory teams follow up without guessing.
Gated links
Add verification, allowlists, expiry, and download rules so a forwarded link does not become a leak.
Watermarking + download control
Deter casual screenshots and keep downloads intentional when you share sensitive numbers.
Analytics you can act on
Track time-per-page, return visits, and downloads. Use the signals to prioritize follow-ups without over-collecting.
When diligence starts
Graduate from “one doc” to “one room”
Once you are sharing a model, contracts, and diligence support files, room-first organization beats one-off links.
Want the playbook? Secure sharing playbook