Virtual Data Room Intelligence

A secure Deal Room with document versioning, NDA gating, investor engagement scoring, due diligence tracking and a Claude Sonnet 4.6 AI assistant that knows your room inside out.

9Room Modules
0–100Bidder Score
R2Cloud Storage
24/7AI Assistant

9 Modules,
1 Secure Data Room

Every dimension of a transaction — from document control to investor intent.

Documents & Versioning R2 Storage

Section-based organization, drag & drop upload, full version history, restore, dynamic watermarking and download restrictions.

Access & NDA Gate Role-Based

Invite investors individually, in bulk or from your platform user base. NDA e-signature gate with IP & timestamp compliance logging.

Q&A Module Pin & Filter

Investors submit questions per document. GPs answer with visibility control (all vs. private), pin critical threads, track status.

Engagement Analytics Bidder Scoring

Ansarada-style 0–100 engagement scoring, investor funnel, daily activity charts, hourly heatmap and document-level engagement.

Global Audit Log Full Trail

Every view, download, upload, invite, NDA signature and screenshot attempt logged with user, IP and timestamp. CSV export.

Due Diligence Checklist Progress Ring

Category-grouped checklist items with priority, assignee, due date and 4-state cycling (pending → in progress → complete → N/A).

Private GP Notes Confidential

General notes, concerns, action items and insights — visible only to the GP team, never exposed to investors.

Meetings Scheduler ICS + Calendar

Schedule management presentations, site visits, calls and roadshows. Google Meet/Zoom/Teams links, attendee lists, .ics export.

Claude

AI Deal Room Assistant Claude Sonnet 4.6

Full room-context assistant with extended thinking mode — investor intent classification, DD status, Q&A summaries, draft emails.

Institutional-Grade Security

NDA Gating Dynamic Watermarking Screenshot Detection Download Restrictions 2FA Enforcement Expiring Access

See the Deal Room
in Action

"Project Falcon" — Sample M&A Data Room.

deal-room — Project Falcon — AlphaVault AI
Project Falcon
Active M&A · €340M NDA Required
Watermark Screenshot Protection
Phase
BINDING
Investors
18
6 NDA pending
Documents
247
12 sections
Total Views
1,842
+312 this week
NDAs Signed
12/18
67% completion
Storage Used
4.2 GB
of unlimited
Financial Documents18 docs
FY2024 Audited Financials.pdf
84 views 222 days ago
v3
Management Model — Q3.xlsx
61 views 155 days ago
v2
Legal Structure Memo.docx
39 views 81 week ago
Restricted
Management Presentation.pptx
112 views 343 days ago
v1
Top Investor Engagement
BC
Blackstone Capital
42 views · 11 dl · NDA ✓
92
KKR
KKR Partners
35 views · 8 dl · NDA ✓
81
TC
Thoma Capital
18 views · 3 dl · NDA pending
47
SG
Silverline Group
3 views · 0 dl · Invited
14
Deal Room AI Assistant
Claude Sonnet 4.6 · Full Room Context
Your top 3 engaged investors are Blackstone Capital (92), KKR Partners (81) and Thoma Capital (47, NDA pending). Silverline Group was invited 9 days ago but has only 3 views — recommend a follow-up reminder today. Due diligence checklist is at 68% complete, with 4 high-priority items still pending in the Legal category.
Who are my most engaged investors? What's my due diligence status? Draft a reminder email for inactive investors Summarize pending Q&A
Investor Funnel
Invited
18 (100%)
NDA Signed
12 (67%)
Accessed
11 (61%)
Active
8 (44%)
Engaged
5 (28%)
Due Diligence Checklist
68%
17/25 items complete
4 in progress · 4 pending
Audited Financials (3 years)
Financial · Complete
Material Contracts Review
Legal · In Progress · High priority
IP & Litigation Search
Legal · Pending · High priority

Ready in under 2 minutes — templates for M&A, Fundraising, IPO, Real Estate & Debt

One Platform,
Every Transaction Type

Pre-built templates with the right section structure and NDA logic for your deal.

M&A

Buy-side / sell-side data rooms with financials, legal, commercial, HR and IT due diligence sections pre-configured.

Fundraising

Series A to Growth rounds — cap table, pitch deck, financial model and legal documents organized for investor review.

IPO

Pre-IPO data room with S-1 drafts, audited financials, underwriter documents and roadshow materials.

Real Estate

Property-level due diligence: title, environmental reports, leases, appraisals and zoning documentation.

Debt Financing

Lender data rooms with credit agreements, covenants, collateral documentation and financial covenants tracking.

Joint Venture

Multi-party structures with granular section-level access control per JV partner and shared audit visibility.

From Zero to Live Data Room
in 3 Steps

Launch a secure, investor-ready Deal Room in minutes.

01

Create & Configure

Pick a template (M&A, Fundraising, IPO, Real Estate, Debt, JV), set NDA requirements, watermarking and screenshot protection.

02

Upload & Invite

Drag & drop documents into sections, invite investors individually, in bulk, or directly from your platform user base.

03

Track & Close

Monitor engagement scores, answer Q&A, tick off the due diligence checklist, and ask the Claude Sonnet 4.6 AI assistant for insights.

Ready to run your next
transaction securely?

Join deal teams using AlphaVault AI Deal Room to manage due diligence, track investor intent, and close faster with a Claude Sonnet 4.6 assistant embedded in every room.