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Scripts and page chrome removed; this is what change detection compares.
The platform Built for every stage of diligence. Prepare the room, control disclosure, and help reviewers find what matters. Explore the tools behind your transaction. Explore capabilities Explore Redaction Explore Translation 01 / Capabilities Security, Permissions & Forensics Control who sees what, record document access, and investigate leaked copies. Invisible Forensic Watermarking Dual-channel attribution: a visible per-user stamp plus an opaque token embedded in the file that survives metadata-stripping. Recover a leaked copy, extract the token, and the Forensic Console resolves exactly who downloaded it and when. Discreet Watermarking A faint, densely-tiled watermark option — unobtrusive on screen, clearly visible at print or zoom — when a bold stamp would get in the way of review. Granular Permission Tiers A per-folder hide / view / download / manage ladder, with deny-precedence on “hide” and most-permissive resolution on the rest — so access is exactly as open as you intend, no more. Fence View A protective screen reveals the area under the recipient's cursor and obscures the rest, limiting how much content is exposed at once during online review. Staging → Publish Workflow Build and edit freely in a private staging area, then deliberately publish documents to the live index. Nothing becomes visible to counterparties by accident. Draft Permissions Stage permission changes and apply them in a single reviewed batch rather than flipping access live, one toggle at a time. Protected Download Deliver permission-locked PDFs — no print, copy, or edit — to external groups instead of native files, when a document should be readable but not reusable. Row-Level Project Isolation Database row-level security reinforces application permissions to keep each project's records isolated. Enterprise SSO & MFA SAML/OIDC single sign-on through your identity provider, with multi-factor authentication — authenticator app or passkey — available on every account. Session Anomaly Detection Impossible-travel and device-divergence alerts surface credential sharing or account hijacking before it becomes an incident. Malware Scanning Uploads are checked for malware, with detected threats blocked from delivery. Files that exceed scanning limits are identified as unscanned. Encryption at Rest Per-document encryption keys with server-side encryption enforced on every stored object. Document Metadata Hygiene On upload, identifying metadata — author, organization, and revision history — is stripped from supported formats so the seller's fingerprints never travel to counterparties. Bidder Access Preview Preview the room as a bidder group, including pending publication and deal-stage changes. Check who can see a document before you share it. Customer-Managed Encryption Keys Bring your own encryption keys to support your organization's key-management requirements, with access checks when a customer key is revoked or unavailable. Engagement Analytics See which counterparties are engaged and what they're reading — views, time on document, and download patterns — to inform deal strategy and prioritize follow-ups. 02 / Capabilities AI & Automation Grounded, cited intelligence over your documents — and an AI-native control surface for the whole room. AI Chat at Any Scope Ask questions of a single document, a folder, or the entire room and get grounded, cited answers that link back to the exact passages they came from. Room & Folder Intelligence Auto-generated overviews, entity rollups (parties, dates, amounts), gap analysis against a checklist, and cross-document conflict detection. AI-Assisted Redaction Find sensitive identifiers and deal-specific terms with reusable rules and AI-assisted detection. Review findings across the room, approve redactions, and inspect scan history and proof artifacts. MCP Connector Connect Claude, ChatGPT, or other AI clients directly to a deal room through a secure, organization-scoped, region-routed connector. Headless Room Setup Build and configure an entire room — folders, uploads, and permissions — through an AI agent instead of clicking through the UI. 03 / Capabilities Document Handling Ingest anything, find everything — across formats, languages, and media. Room Readiness Checks Review processing failures, duplicates, access issues, and redaction gaps before inviting buyers. Drill into the affected documents and decide what needs attention. Bulk Ingestion & Indexing Upload document sets in bulk, with OCR and full-text indexing for supported formats. Track processing status as files become ready for review and search. Hybrid Search Combined full-text and semantic vector search with genuine multilingual support — no English-stemming bias — so you find the right passage by keyword or by meaning. Document Versions Upload corrections as new versions: viewers always see the latest, admins keep the full history, and there's no duplicate clutter in the index. Document Translations In-app translation into dozens of languages, with layout preservation for Office files and OCR fallback for scanned documents. Video & Audio Transcription Depositions, calls, and presentations are auto-transcribed and become fully keyword- and semantic-searchable alongside your documents. Native Spreadsheet Viewing XLSX and CSV files render as an interactive in-browser grid, not a flattened PDF — formulas and structure stay legible. Index Numbering Stable, auto-derived reference numbers for legal-style cross-citation, with audited repair when the index changes. Legacy Office Support Older .doc, .ppt, and .xls files are handled automatically alongside modern formats — no manual conversion step. Side-by-Side Document Comparison Compare available versions, redacted copies, and translations side by side, with each rendition subject to the viewer's access permissions. 04 / Capabilities Compliance, Audit & Residency Review activity, investigate changes, and choose the region for your deal documents. Comprehensive Audit Logging Every read, download, permission change, and AI call is recorded with who, when, and where (IP and country) plus a content hash — across both the control plane and the data plane. EU / US Data Residency Choose an EU or US data region for your project, with document processing routed to regional services. See our Trust Center for service-specific residency details. Always-On Access Tracking Viewer IP logging and per-document AI-access auditing that cannot be silently disabled — the record is always being written. Durable Log Shipping Audit and activity logs stream to an independent external store, so the history survives even if local records are deleted. 05 / Capabilities Integrations & Platform Everything the web app can do, available programmatically and to your AI tools. REST API A versioned REST API with full programmatic parity to the web app — scoped API keys, opt-in per deal room — for partner and internal integrations. MCP Tool Suite More than 50 AI-native tools for projects, search, documents, and permissions — each gated by group capability and per-folder permissions on every call. Project Lifecycle Stages A formal prep → live → extension → paused / closed / archived flow with stage-correct access gates and honest “why isn't this open yet” messaging. Machine-readable llms.txt MCP tool catalog OpenAPI spec See the Platform Arrange a private demonstration tailored to your transaction requirements. Request Demo View Pricing