Workspace packages
Choose a starting scope, then agree the capacity, deployment, branding and support your team needs. Every package uses the core access and cryptographic controls described in our security overview.
A focused room for a first mandate.
On request
Commercial proposal based on capacity and operating scope.
Sponsors and advisors opening a confidential investment or transaction process.
Organize project documents, invite participants and review questions with a clear record of access.
A branded investor operation.
On request
Commercial proposal based on capacity and operating scope.
Teams managing multiple deals, participant reviews and recurring investor communication.
Add identity-document review, protected document watermarks, electronic signing and engagement reporting.
A deployment shaped around your firm.
On request
Commercial proposal based on capacity and operating scope.
Institutions with procurement, integration, security and operational requirements.
Combine the Business capabilities with governed AI options and an agreed deployment and operating scope.
Requires an approved provider and explicit workspace authorization. Suggestions require human review.
This table reflects the existing package eligibility catalog. Optional modules are configured for each workspace; the final order specifies enabled modules and capacity.
| Capability | Starter | Business | Enterprise |
|---|---|---|---|
| Data room | Core | Core | Core |
| NDA workflows | Available | Available | Available |
| Investor Q&A | Available | Available | Available |
| Audit trail | Core | Core | Core |
| Watermarking | — | Available | Available |
| Identity document review | — | Available | Available |
| E-signatures | — | Available | Available |
| Advanced analytics | — | Available | Available |
| Governed AI review | — | — | Available |
Room checklists, independent committee reviews, buyer-team Q&A, overdue reminders, scheduled reports and API/webhook settings help teams run their process. The proposal identifies the enabled modules, explicit record limits and provider prerequisites for your workspace.
A temporary workspace lets your team try the owner and participant journeys using synthetic documents and popup guides. Access normally lasts four hours; the agreed duration appears in the workspace. Authentication and membership are removed automatically after expiration. The security audit remains subject to its retention policy.
Request a guided demo through the package inquiry. Demo workspaces keep external integrations and provider registration disabled.
The proposal specifies rooms, participant capacity, storage, deployment, data location, onboarding, support and any provider costs. Dedicated deployments and institution-specific integration work are scoped separately.
Use the security page and technical dossier to assess the controls and their limits. Certifications, enterprise identity connections, disaster-recovery commitments and human response coverage require separate evidence and agreement.
Explore security and request the dossier