Pricing For Boutique Deal Teams
Pricing that fits repeat deal rooms without enterprise drag
Workspace-based pricing for boutique advisory firms, diligence teams, and client-facing deal rooms. Start with a 14-day trial on Essential, no credit card required.
Essential
For lean advisory teams setting up repeat deal-room workflows.
Plus
For firms running multiple active mandates with heavier room traffic.
Max
For advisory teams managing higher document volume and broader client-facing sharing.
All plans include the core controls advisory teams expect
Plans differ by included storage, not by whether you get room permissions, gating, watermarking, or analytics.
Unlimited public viewing
Subject to fair-use and abuse prevention.
High-fidelity PDF-first viewer with processing fallback
Data rooms with folder access controls and aggregated analytics
Link gates: password, email verification, allowlists/blocklists (emails + groups), custom NDA templates
Dynamic watermarking and download controls
Privacy-first viewer analytics (views, time per page, downloads)
Verified viewer commenting (pinned to highlighted text)
Document version history (retention controls, preview, restore)
Link presets for fast reuse of secure configurations
Owner-only internal audit logs for workspace activity
Feedback and Q&A from viewers
Custom domains and branded links
Pricing FAQs for advisory teams
How does monthly vs annual billing work?
Monthly plans are billed every month. Annual plans are billed upfront and include 30% off compared to monthly pricing.
Can I switch plans or billing intervals later?
Yes. You can upgrade, downgrade, or switch billing intervals any time. Changes take effect immediately and are prorated by Stripe.
Do you charge per user or per viewer?
No. Pricing is workspace-based, so boutique firms can add internal teammates and share externally without per-user or per-viewer fees.
What happens when we hit included storage?
Uploads are blocked once included storage is exhausted until you delete files or upgrade. Storage reflects total workspace usage and does not reset monthly.
Is there a free trial?
Essential includes a 14-day trial with no credit card required.
What payment methods do you accept?
Credit and debit cards. For annual invoicing or larger contracts, contact sales.
Which plan is the best fit for a boutique advisory firm?
Essential is a practical entry point for firms proving out a repeat room workflow. Move up as room volume, retained history, and total storage needs grow.
Core capabilities for advisory deal workflows
Room Setup & Document Control
Bulk upload flowMove room prep faster
Structured data roomsOrganize by folder
Version historyPreview, restore, retain
Custom URLsCleaner room and document links
Sharing Controls
Dynamic watermarkingViewer accountability
Granular permissionsRoom, folder, file
Download controlsReduce forwarding risk
Link expirationsTime-bound access
Client-Facing Viewer
PDF-first renderingConsistent viewing
Conversion fallbackNon-PDF docs supported
Threaded commentingPinned to highlighted text
Secure PDF redactionPermanent removal
Analytics & Follow-Up
Page-level analyticsTime spent per page
Viewer analyticsAnonymized by default; identified when gated
Download eventsKnow what moved
Data room analyticsRoom-level visibility
Verification & Gating
Email verificationIdentity check
Link expirationsTime-limited access
Password protectionOptional gating
Custom NDA templatesPinned per link
Allowlists and blocklistsEmails and user groups
Internal Governance
Owner-only audit logsWorkspace activity
Workspace rolesOwner, editor, viewer
Workspace-based pricingNo per-seat drift
Privacy-first analyticsMinimal collection
Why boutique firms choose DocKosha
Predictable Room Economics
Workspace-based pricing helps smaller advisory teams avoid per-user or per-viewer creep as mandates move externally.
Faster Deal Setup
Get a clean room live quickly with high-fidelity viewing, bulk uploads, and controls that do not require a heavyweight rollout.
Serious Controls, Less Drag
Apply watermarking, gates, permissions, and analytics in a workflow that fits repeated advisory use, not one giant enterprise deal room.
Run your next deal room with less setup drag
Start with the same room controls you need for advisory work: permissions, watermarking, NDA or email gates, and privacy-first analytics. 14-day free trial on Essential.