Virtual data rooms for focused diligence
Give buyers, investors, and advisors controlled access to deal documents, cited answers, and a reviewable diligence record.
From preparation to delivery
A diligence review round
An illustrative walkthrough. Configure the sources, access, and review steps for your team.
Discuss your process →- 01
Organize the disclosure set
Create folders for corporate, financial, commercial, and legal materials. Confirm which versions are approved for disclosure.
- 02
Scope each review group
Assign buyer and advisor access separately. Configure download controls, expiry, and watermarking for sensitive materials.
- 03
Answer from approved sources
Use cited AI answers and reviewable Agent summaries to prepare responses. Check every material assertion against the disclosed documents.
- 04
Close the review round
Follow up on outstanding questions and engagement signals. Review access and retain the relevant activity and AI evidence.
A reviewed diligence summary with source references, a controlled disclosure set, and records of access and AI-assisted preparation.
Keep reviewer access and activity visible
Review Site members, assigned roles, and recent activity before sharing documents with clients or other participants.
Keep diligence moving as documents change
New financials arrive. A buyer asks about a clause. Another adviser joins the review. A Clear Ideas data room keeps the latest documents, questions, and access settings together as the deal develops.
Control disclosure across counterparties
Organize corporate, financial, legal, and commercial documents into an approved review set. Use roles and groups to separate buyers and advisers, configure access expiry and download controls, and apply PDF redaction or watermarks for the intended audience. Keep version history available as new materials enter diligence.
Answer diligence questions from the record
Capture questions against documents and PDF pages, use cited AI to locate supporting passages, and prepare extraction workbooks or review summaries through Agents. Have the deal team check source language and conclusions before releasing a response. Keep generated files and AI evidence with the preparation run.
Use engagement to guide follow-up
Inspect document activity, PDF page views, search patterns, and AI interaction signals to identify what needs discussion. Preserve available Site exports and evidence for later review. The workspace can continue to support investor reporting, client collaboration, or audit preparation after a transaction.
Manage access through each review round
Permissions, document version history, watermarking, and access expiry support deliberate disclosure. Keep restricted documents out of a recipient’s scope before enabling AI. Audit trails help reconstruct activity; signed AI evidence records the relevant generated work.
Review disclosures before releasing them
A VDR supports the diligence process. It does not replace legal review, a disclosure schedule, transaction advice, or the judgment required to decide whether a document can be shared.
Due diligence
Keep diligence questions connected to the deal documents.
Deal teams, advisers, and counterparties
The documents
Corporate records, financial documents, contracts, and diligence requests.
How people use the Site
- Buyers and advisers see the documents assigned to their review group.
- PDF redaction and watermarking support controlled disclosure as the deal progresses.
- Document questions, cited AI summaries, and activity records support each review round.
Your shared record
A controlled review set with source-linked questions and a record of document activity.
Example use case. Feature availability depends on your plan and configuration. Check plan availability.
Choose the right collaboration plan
Plan for ongoing collaboration.
Free includes a short external-collaboration evaluation. Choose Team or Business for continuing client and stakeholder access. Professional is for internal use.
Questions about this solution
Can different buyer groups receive different access?
Yes. Use roles and user groups to define the disclosure set each party may access, then review those permissions as the transaction changes.
How can AI help with diligence questions?
AI can prepare cited answers and Agents can draft summaries or extraction workbooks from approved materials. The deal team should verify those outputs before using them in a response or decision.
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Keep diligence moving with documents and questions in one place.
Give buyers and advisers access to the right materials, prepare source-linked summaries, and carry questions forward through each review round.
No credit card required. What’s included in Free