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.
Buy-side vs sell-side
Buy-side due diligence is the reviewer's job: read the evidence behind ownership, financials, contracts, and IP. Sell-side is keeping that evidence ready before anyone asks. Same room. Different chair.
What belongs in the 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.
Controls buyers expect
- Gated, role-based access for specific investors, advisors, or counsel
- Personal link plus a one-time 6-digit code
- Every document watermarked with the viewer's identity, server-side
- Downloads off by default; revoke access immediately, mid-session
- Audit trail on every change and every view
Documents tied to the ledger
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.
For advisors reviewing many books
If you carry more than one company, For Partners is the multi-company workspace — gated drill-down, audited access, co-branded portal.