Manage access at the file and folder level, restrict downloads for specific users, and adjust permissions as your deal progresses.
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Granular permissions let you control access at the exact level your deal requires — not just who enters your data room, but what each person can see, open, and download inside it.
Instead of giving everyone the same level of access, you set individual rules for every file and folder. One investor sees the financials but not the legal docs. An advisor can view but not download. A counterparty gets access to one folder and nothing else.
Control exactly who accesses what, at every level of your data room.
Upload pitch decks, financials, legal agreements, and supporting documents. Organize by folder and deal stage. Set granular viewing permissions by user or group — and give each counterparty access to exactly what they need, nothing more.
Structure your data room the way your deal is structured. Create folders, set a logical index, and make it easy for anyone with access to find what they need without asking. A well-organised data room signals professionalism and keeps the process moving.
Control exactly who can view, download, or forward every file and folder in your data room. Assign granular access by user or group, set expiration dates, and revoke permissions instantly without notifying anyone.
Remove a user's access to your data room instantly at any point in the deal. Whether a conversation has ended or circumstances have changed, you stay in full control of who can see your documents at all times.
Add custom passwords to any document. Share the link publicly but keep content private. Change passwords anytime without breaking links. Ideal for sensitive proposals and financial documents.
From fundraising to client work, protect your most sensitive files with the right level of security.
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Share proposals, reports, and deliverables through custom-branded secure portals with detailed page-by-page analytics and granular access controls.