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.
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.
