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Deal rooms

Confidential document rooms with live video

Per-deal rooms where documents are role-gated, NDA-protected and view-only when they need to be — with encrypted video and an access trail in the same room. A virtual data room for the conversations that can’t leak.

How it works

Three steps, no setup per learner

  1. 1

    Open a deal

    Create the room, add parties and assign roles that govern which folders each side sees.

  2. 2

    Gate the documents

    Require the NDA, set view-only with watermarks where needed, and invite outside parties by email.

  3. 3

    Meet inside it

    Discuss the documents on encrypted video in the same room, with every access in the trail.

Capabilities

What you get

Role-based folders

Deal roles govern who sees which folders — buyer, seller, counsel, banker, auditor, observer and more.

NDA gating

Require NDA acceptance before any document can be downloaded — audited, with the admin notified.

View-only + watermark

Show sensitive documents in-browser with a per-viewer watermark and no download — deterrence against casual leakage.

Live encrypted video

Meet inside the deal room, so discussion and documents live in one confidential place.

Cross-organisation invites

Invite outside parties by email; they access the deal from their own workspace with their own scoped role.

Engagement analytics

See who accessed what and when — every invite, NDA acceptance and document view is logged.

How it’s secured

Deal-room documents are encrypted in transit and at rest and gated by role and NDA, with short-lived signed access links — they are not client-side end-to-end encrypted, and we state this plainly. Watermarking is a deterrent, not DRM.

Read the full security model
FAQ

Deal rooms — questions

Is this a virtual data room?

Yes — a confidential document room with role-based folders, NDA gating, in-browser view-only mode with watermarks and audited access, plus live encrypted video in the same room.

How are deal-room documents protected?

Encrypted in transit and at rest, gated by role and NDA, served through short-lived signed links, with per-viewer watermarks on view-only files and an access trail on every document.

Can external parties join a deal?

Yes. Cross-organisation invites let outside members access a deal from their own workspace, governed by their assigned role — without joining your tenant.

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