Docsroom

Use cases / Data room

Every bidder sees the room. No bidder sees the others.

A deal puts each person on a party: the seller, and each bidder under its own name. The room is an index of documents the seller provides, shared with every party, read only. Questions are asked from the room and stay with the party that asked, the seller and your team, unless you choose to share an answer with everyone.

Stannard Holdings · Meridian Partners
Confidential. Provided for the purpose of this transaction only, and logged.
  • Corporate12 documentsOpen
  • Financial11 of 14Open
  • Employeesnot providedAsk
The index

An index, provided against

The “Data room (business sale)” template lays out corporate, financial, tax, contracts, employees, property and legal sections, each a request the seller provides against. Bidders see what has been provided and what has not, download what is there, and cannot upload or change anything.

  • Bidders never see who the other bidders are
  • Each question stays with its party and seller
  • Share an answer with the room in one change
Access log · by party
  • MPMeridian Partners31 downloads · 4 questionsActive
  • CECalder Equity12 downloads · 1 questionActive
  • HPHale & Prentice58 downloadsAdvisers

What holds a room together

Four things worth knowing before you put a company’s accounts in one.

Every download is logged

With the party and the person that took it, the file and the time. The pack shows downloads, questions and uploads by party, then event by event.

Links expire and can be withdrawn

Each person’s link lasts 90 days and can be withdrawn in one click when a bidder drops out.

Your files stay with you

The room’s documents live where you run Docsroom. Nothing is copied to a third party to be read.

What it is not

Docsroom does not watermark pages or block screenshots. For a large, hostile process you may want a specialist room; for most private company sales the index, the isolation and the log are what matter.

The pictures are illustrations. The names are made up.

Terms of access

Terms before the door opens

A room can carry terms of access: a confidentiality undertaking, say. Until a bidder accepts them, their portal shows the terms and nothing else, and no document in the room can be opened or downloaded through their link.

  • Every acceptance logged, with who and when
  • Proof of who agreed before they saw anything
  • Set in the room’s menu, or left empty
An illustration. The names are made up.

Open the room before the buyers ask.

Free for 14 days, no card. Ask us about running Docsroom on your own server for a deal.

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