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.
Every dimension of a transaction — from document control to investor intent.
Section-based organization, drag & drop upload, full version history, restore, dynamic watermarking and download restrictions.
Invite investors individually, in bulk or from your platform user base. NDA e-signature gate with IP & timestamp compliance logging.
Investors submit questions per document. GPs answer with visibility control (all vs. private), pin critical threads, track status.
Ansarada-style 0–100 engagement scoring, investor funnel, daily activity charts, hourly heatmap and document-level engagement.
Every view, download, upload, invite, NDA signature and screenshot attempt logged with user, IP and timestamp. CSV export.
Category-grouped checklist items with priority, assignee, due date and 4-state cycling (pending → in progress → complete → N/A).
General notes, concerns, action items and insights — visible only to the GP team, never exposed to investors.
Schedule management presentations, site visits, calls and roadshows. Google Meet/Zoom/Teams links, attendee lists, .ics export.
Full room-context assistant with extended thinking mode — investor intent classification, DD status, Q&A summaries, draft emails.
Pre-built templates with the right section structure and NDA logic for your deal.
Buy-side / sell-side data rooms with financials, legal, commercial, HR and IT due diligence sections pre-configured.
Series A to Growth rounds — cap table, pitch deck, financial model and legal documents organized for investor review.
Pre-IPO data room with S-1 drafts, audited financials, underwriter documents and roadshow materials.
Property-level due diligence: title, environmental reports, leases, appraisals and zoning documentation.
Lender data rooms with credit agreements, covenants, collateral documentation and financial covenants tracking.
Multi-party structures with granular section-level access control per JV partner and shared audit visibility.
Launch a secure, investor-ready Deal Room in minutes.
Pick a template (M&A, Fundraising, IPO, Real Estate, Debt, JV), set NDA requirements, watermarking and screenshot protection.
Drag & drop documents into sections, invite investors individually, in bulk, or directly from your platform user base.
Monitor engagement scores, answer Q&A, tick off the due diligence checklist, and ask the Claude Sonnet 4.6 AI assistant for insights.
Learn from the workflows, tips and best practices shared across our Learning Paths — curated from what our community reads the most.
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.