Capabilities

The full list of what is built and works in our own test environment — not a roadmap. The production service has not opened: the Trust Center says what is proven, where, and what is not.

Structure & disclosure
Staged disclosure ladder

Named, ordered stages per room, each able to require its own NDA type before content unlocks.

Disclosure matrix

Granular, folder- and document-group-level permission grants, with explicit allow/deny/no-opinion states — never a silent default.

Buyer groups & companies

Competing bidders structurally isolated from each other — one group cannot see who else is in another, or what they're doing.

Viewing & protection
Dynamic watermarking

Every download is watermarked to the viewer's identity by default, and so is every view beyond the first (teaser) stage, not an admin's opt-in choice. Clean Team documents are always watermarked on every page and offer no download, print or export. Where a plan includes native download, an administrator can grant the original file, which carries no watermark.

Redaction

A reviewed workflow before anything is redacted — nothing ships without approval.

Dual-control administration

Turning off a room's multi-factor authentication or watermarking, narrowing the watermark's scope, or clearing its IP allowlist, requires a second, independent administrator's sign-off on every plan. Enterprise adds dual-control approval of high-risk access grants; on Starter and Pro those grants need a fresh second-factor check instead.

Collaboration
Q&A

Buyer-scoped questions, with a one-click promotion to a shared FAQ visible to every bidder.

Due diligence requests

A formal, ticket-like workflow distinct from Q&A — its own priority and materiality tracking.

Deal brief

A versioned narrative memo with per-buyer-group read receipts, so a seller can see who's actually read it.

Notifications

Category-based preferences (security, access changes, content, Q&A/DDR, billing, and more).

Search

Results are pre-filtered by permission before they're ever returned — a search can't reveal a document you don't have access to.

Trust & evidence
Audit trail

Every security-relevant action written to an append-only, hash-chained ledger, sealed daily. Anchoring each seal outside our own database is built and switches on with the production service.

Certificates

Proof that a specific party did or did not access specific documents in a specific window, which anyone can check without an account. A preview feature: not yet signed by an independent key service.

Engagement analytics

Real buyer engagement, structurally excluding any internal support/admin activity from the numbers a seller sees.

Legal & compliance
Legal hold

Blocks destruction and erasure of anything under hold, at room, document-group, or document scope.

Legal export

A legal export needs the approval of two people besides the person who asks and produces a hashed manifest of the room's sealed snapshot, with a permanent, immutable log of every attempt — approved or denied. Bundling the documents themselves, as a PDF bundle or as native files with a load file for e-discovery tools, is not built yet.

Data subject requests

A formal, auditable workflow for access, erasure, rectification, and restriction requests.

Platform & security
Database-enforced tenant isolation

Every deal room isolated at the database layer, not only in the application: row-level security is forced on every table.

No SMS-based two-factor authentication

Not offered, by design — it's a known-weak factor we won't offer even as an option.

Session management

Real, revocable sessions — signing out of a session ends it immediately, not on next token expiry.

API access

Programmatic access for teams that need it (Enterprise).

SSO (Custom Integration upon request)

Single sign-on with your identity provider, delivered as a custom integration scoped with you on request (Enterprise). Not a self-serve feature.