XDocs for Finance & M&A

Run diligence without losing track of it

Data rooms with folders, viewer groups and a permission matrix, watermarked per reader, and an account of who read what before the next call.

  • Viewer groups with permissions per folder and per file
  • Dynamic watermarks stamped on screen and on downloads
  • Freeze a room when the process closes; archive it when it ends
  • Visitors scored on breadth, depth and return, with the weights shown

How it goes

  1. 1

    Setting up

    Build the index once, assign each bidder a group, and decide folder by folder what that group can see and download.

  2. 2

    During the process

    A weekly digest says who read what and what they skipped. Questions from viewers arrive in one inbox and are answered from it.

  3. 3

    At signing

    The purchase agreement is sent from the same workspace the room lives in, to the same people, with the same audit trail.

The parts you will use most

One place for every important document.

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