M&A Data Room (VDR) & Diligence Analytics
Share diligence materials securely and understand buyer interest across files with page‑level analytics and access records.
Secure, Insightful, Lightweight
Controls that Matter
Watermarks, view‑only, passwords, and expirations per buyer group.
Engagement Analytics
See which folders and files get deep reads and repeat visits.
Role‑Based Access
Separate buyers, advisors, and counsel with least‑privilege defaults.
Deal Phases and the Documents You’ll Share
Teaser & Initial Diligence
- Teaser deck, high‑level financials
- Market overview, GTM strategy
- Data room index and process timeline
Confirmatory Diligence
- Financial statements, cohorts, revenue quality
- Product architecture, security, roadmap
- Legal: contracts, cap table, IP, litigation
A Practical Folder Structure
- 01 Executive Summary
- 02 Financials (P&L, BS, CF, cohorts, ARR bridges)
- 03 Product & Tech (architecture, security, roadmap)
- 04 Customers (pipeline, retention, top accounts)
- 05 Legal (contracts, IP, cap table, compliance)
- 06 People (org chart, key hires, incentives)
- 07 Operations (vendors, processes, facilities)
Permission Matrix by Role
Buyer Team
View‑only, watermarks, no download across all folders; downloads allowed only for agreed folders.
Bankers/Advisors
Restricted to folders relevant to their workstream, with tighter expirations and watermarking.
Legal Counsel
Access to legal folders and redline packages; complete access records for compliance.
Signals That Predict Deal Momentum
Return visits to legal folders pre‑IC
Time in product architecture & security
Accounts reviewed in customer folder
New stakeholders joining the room
Controls That Keep You in Control
- View‑only with dynamic watermarks per firm and user
- Password‑protected, expiring links with revocation
- Granular folder access and download policies
- Full access records for regulators and litigation holds
- Optional NDA gating before sensitive folders
Best Practices and Common Pitfalls
Do
- Define folder structure before uploads
- Use per‑audience links for buyers, bankers, counsel
- Highlight new/updated items with a changelog
- Monitor buyer signals to plan the next milestone
Avoid
- Letting multiple versions float around in email
- Giving blanket downloads without need
- Mixing seller‑confidential docs with marketing collaterals
Sell‑Side Banker Case Study
“We ran a competitive process with three buyers. DocBeacon’s analytics made their interest obvious—the winning bidder spent 20+ minutes in product security across two sessions and brought in legal early. We accelerated confirmatory diligence and closed faster.”
Frequently Asked Questions
Do you support watermarks and view‑only?
Yes. Enable view‑only, dynamic watermarks, passwords, and link expirations per buyer group.
Can I separate buyers, bankers, and counsel?
Create per‑audience links and apply folder‑level access policies for least‑privilege control.
What analytics are available?
File‑level views, time‑on‑page, return visits, internal forwarding, and heatmaps for key documents.
Run Diligence with Confidence
Control access. Track interest. Close smarter.