Open the data room
in a day.
A built-in diligence checklist, every document linked to its transaction, and gated access for investors and advisors — so when the term sheet lands, the room is already built.
Diligence readiness
ReadyThe scramble is what kills deals.
When the room opens cold, weeks vanish into hunting for documents, reconciling numbers, and answering the same questions twice. Momentum stalls, and a stalled deal is a deal at risk.
Keep the room built in the background — so opening it is a permission, not a project.
Everything a reviewer asks for, already in place.
Built-in checklist
A diligence list with templates for each category — corporate, cap table, financials, contracts, IP — so you always know exactly what's complete and what's missing.
Documents linked to records
Every file ties to the transaction or stakeholder it supports. A reviewer clicks from a line on the cap table straight to the signed agreement behind it.
Gated, role-based access
Grant specific investors, advisors, or counsel access to exactly what you choose — enforced at the database with row-level security, not just hidden in the UI.
Readiness score
A single live indicator of how ready you are for the room — so you fix the one missing item before an investor ever finds it.
Bring your own storage
Files can live in your Google Drive or OneDrive — your policies, your backups, your permissions — while the room organizes and references them.
Audit trail on everything
Every change and every view is attributed and timestamped, so the record you present is one you can stand behind line by line.
One source of truth, shared on your terms.
Reviewers see an organized index, not a folder dump. Each item is current, linked to its underlying record, and visible only to the people you've granted access — with every action logged.
- ✓ Organized index by diligence category
- ✓ Per-viewer access for investors, advisors, and counsel
- ✓ Documents always tied to the live record
- ✓ Every view and change in the audit log
Data room · Series B
3 reviewersKnow what's missing before they ask.
The readiness score watches the checklist for you. The one outstanding IP assignment surfaces today — not in week three of diligence, in front of an investor. You close the gap on your schedule, not theirs.
Check your readiness →Diligence room basics.
What is a data room?
A data room — sometimes called a virtual data room or diligence room — is the secure, organized place where a company shares the documents an investor, acquirer, or lender needs during due diligence: incorporation papers, the cap table, financials, contracts, and IP assignments.
What is due diligence software?
Due diligence software keeps the documents and records a transaction requires continuously organized and verifiable — with a checklist of what's needed, each item linked to its underlying record, an audit trail of every change, and controlled access for the people reviewing.
How quickly can I open a data room?
Because Diligence Ready keeps the work done in advance, the room opens in about a day rather than the weeks a from-scratch scramble usually takes. The checklist, documents, and audit trail already exist — you grant access and you're live.
Who can I give access to, and how is it controlled?
You grant gated, role-based access to specific investors, advisors, or counsel. Each viewer sees only what you share, enforced at the database with row-level security, and every view and change is recorded in the audit log.
Is the diligence room secure?
Yes. Access is gated and role-based, security is enforced at the database rather than only in the app, files can live in your own Google Drive or OneDrive, and every action is attributed and timestamped in an audit log.
A room that's only as good as its records.
Be ready before they ask.
Start free and keep your diligence room built in the background — so opening it is a permission, not a project.