Virtual Data Room
Intelligence

A secure Deal Room with document versioning, NDA gating, investor engagement scoring, due diligence tracking and a Claude Sonnet 4.6 AI assistant that knows your room inside out.

Mextyl Deal Room: data room, pipeline, contracts and opportunities
Modules

9 Modules,
1 Secure Data Room

Every dimension of a transaction — from document control to investor intent.

Documents & Versioning R2 Storage

Section-based organization, drag & drop upload, full version history, restore, dynamic watermarking and download restrictions.

Access & NDA Gate Role-Based

Invite investors individually, in bulk or from your platform user base. NDA e-signature gate with IP & timestamp compliance logging.

Q&A Module Pin & Filter

Investors submit questions per document. GPs answer with visibility control (all vs. private), pin critical threads, track status.

Engagement Analytics Bidder Scoring

Ansarada-style 0–100 engagement scoring, investor funnel, daily activity charts, hourly heatmap and document-level engagement.

Global Audit Log Full Trail

Every view, download, upload, invite, NDA signature and screenshot attempt logged with user, IP and timestamp. CSV export.

Due Diligence Checklist Progress Ring

Category-grouped checklist items with priority, assignee, due date and 4-state cycling (pending → in progress → complete → N/A).

Private GP Notes Confidential

General notes, concerns, action items and insights — visible only to the GP team, never exposed to investors.

Meetings Scheduler ICS + Calendar

Schedule management presentations, site visits, calls and roadshows. Google Meet/Zoom/Teams links, attendee lists, .ics export.

Claude

AI Deal Room Assistant Claude Sonnet 4.6

Full room-context assistant with extended thinking mode — investor intent classification, DD status, Q&A summaries, draft emails.

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Every Transaction Type

One Platform,
Every Transaction Type

Pre-built templates with the right section structure and NDA logic for your deal.

Mextyl Deal Room: activity feed, deal summary and AI deal insights
By Deal Type

Buy-Side / Sell-Side

Buy-side / sell-side data rooms with financials, legal, commercial, HR and IT due diligence sections pre-configured.

Full M&A Structure
Financials → legal → commercial → HR → IT
Pre-configured DD checklist
Bidder engagement scoring
NDA gating per bidder

Series A to Growth

Series A to Growth rounds — cap table, pitch deck, financial model and legal documents organized for investor review.

Fundraising Structure
Cap table → deck → model → legal
Investor access by round
Q&A module for term sheet queries
Watermarked cap table exports

Pre-IPO Data Room

Pre-IPO data room with S-1 drafts, audited financials, underwriter documents and roadshow materials.

IPO Structure
S-1 drafts → audits → underwriters → roadshow
Restricted underwriter access
Screenshot protection enforced
Full compliance audit log

Property Due Diligence

Property-level due diligence: title, environmental reports, leases, appraisals and zoning documentation.

Real Estate Structure
Title → environmental → leases → zoning
Per-property section organization
Appraisal versioning
Site visit scheduling

Lender Data Rooms

Lender data rooms with credit agreements, covenants, collateral documentation and financial covenants tracking.

Debt Structure
Credit agreements → covenants → collateral
Covenant compliance checklist
Lender-only restricted sections
Collateral documentation vault

Multi-Party Structures

Multi-party structures with granular section-level access control per JV partner and shared audit visibility.

JV Structure
Per-partner sections → shared audit trail
Section-level access per partner
Shared Q&A across parties
Consolidated audit visibility
Why It Matters
From Zero to Live Data Room, in 3 Steps.

Launch a secure, investor-ready Deal Room in minutes.

01

Create & Configure

Pick a template (M&A, Fundraising, IPO, Real Estate, Debt, JV), set NDA requirements, watermarking and screenshot protection.

02

Upload & Invite

Drag & drop documents into sections, invite investors individually, in bulk, or directly from your platform user base.

03

Track & Close

Monitor engagement scores, answer Q&A, tick off the due diligence checklist, and ask the Claude Sonnet 4.6 AI assistant for insights.

Ready to run your next
transaction securely?

Join deal teams using Mextyl Deal Room to manage due diligence, track investor intent, and close faster with a Claude Sonnet 4.6 assistant embedded in every room.

Alphy
AI Sales Assistant
Welcome to Mextyl! I'm Alphy, your AI Sales Assistant. Are you interested in learning more about how Mextyl can help your investment firm centralize data, deal flow and AI agents?
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