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DataRoom VDR from DataRoom
Designed for M&A transactions, it includes features such as secure file sharing, project management tools, and dynamic reporting capabilities for enhanced oversight.
Product analysis by function
Data Room Solutions for Due Diligence
Secure document sharing and management platforms for handling sensitive company information during the due diligence process.
More Data Room Solutions
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Security and Compliance
(12 Yes /12 Known /12 Possible features)
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End-to-End Encryption All documents and communications are encrypted both in transit and at rest. |
VDRs for M&A typically claim end-to-end encryption as a core security feature; this is mentioned in DataRoom VDR’s security documentation and marketing. | |
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Granular Access Controls Ability to set permission levels at the document, folder, or user group levels. |
Granular access controls are prominently listed as part of DataRoom VDR’s permissions and user security structure. | |
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Multi-Factor Authentication Support for two-step or multi-factor authentication for user login. |
Multi-factor authentication is referenced on the security page as a login requirement. | |
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Regulatory Compliance Certifications Supports compliance with industry standards such as SOC2, ISO 27001, GDPR. |
Regulatory compliance certifications (e.g., SOC2, ISO 27001, GDPR) are explicitly listed on the product and trust pages. | |
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Watermarking Dynamically applies user-specific or time-based watermarks to viewed and downloaded documents to deter unauthorized sharing. |
Dynamic watermarking is included as standard in DataRoom VDR for secure file sharing. | |
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Audit Trails Comprehensive logs of user activity including views, downloads, uploads, edits, and shares. |
Audit trails and detailed activity logging are included as a feature in the reporting capabilities. | |
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Automatic Session Timeout User sessions automatically expire after a period of inactivity for security. |
Mentioned as ‘automatic session timeout’ or auto-logout in DataRoom VDR platform guides. | |
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Document Expiry Controls Enables expiry or self-destruct timers for shared documents. |
Document expiry controls / timed access for shared documents is supported according to product FAQ. | |
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Digital Rights Management (DRM) Prevents printing, copying, or forwarding of selected sensitive documents. |
Document DRM (download, print, copy restriction) is a standard feature per their documentation. | |
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Secure Document Destruction Ability to permanently delete files and ensure their removal from all storage and backups. |
Site states permanently deleted documents are removed from storage and backups, ensuring secure destruction. | |
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Intrusion Detection and Monitoring Continuous monitoring for unauthorized access attempts and suspicious behavior. |
Intrusion detection and activity monitoring are described under the platform’s security architecture. | |
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Geofencing and IP Restrictions Restricts platform or document access based on user geolocation or IP address. |
IP restrictions and geofencing are available for platform and file access control per configuration docs. |
Document Management and Organization
(9 Yes /9 Known /10 Possible features)
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Folder Hierarchy Support Creation and nesting of folders to mirror deal or company structure. |
Folder hierarchy (nested folder support) is standard for all professional VDRs, including DataRoom. | |
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Advanced Search Full-text and metadata search across all documents in the data room. |
Advanced search (full text, metadata) is listed as a key feature for efficient due diligence workflows. | |
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Bulk Upload and Download Ability to upload or download multiple files and folders simultaneously. |
Bulk upload and download is provided via the VDR’s web interface. | |
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Drag-and-Drop Interface Easy move, upload, or organize files using drag-and-drop functionality. |
Drag-and-drop file management is highlighted in platform’s user interface demo and docs. | |
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Document Indexing Automatic indexing and numbering of documents for reference. |
Automatic document indexing and numbering listed in product overview. | |
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Optical Character Recognition (OCR) Scanned documents are converted into searchable text via OCR. |
OCR supports searchable scanned documents (feature listed on site for document searchability). | |
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Custom Metadata Fields Ability to define custom fields for document classification and tagging. |
Custom metadata fields available for tagging and classifying documents. | |
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Version Control Tracks revisions and allows rollback to previous versions of documents. |
Version control for documents is a core feature; allows reviewing and rolling back changes. | |
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Bookmarking & Favorites Users can bookmark or star important documents or folders for quick access. |
No information available | |
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Document Preview Direct online preview (no downloads necessary) in popular file formats (PDF, DOCX, XLSX, etc.). |
Document preview in-browser without download is cited on the marketing and technical pages. |
User Collaboration and Communication
(8 Yes /8 Known /8 Possible features)
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Document Comments and Annotations Allows users to add notes and comments to documents or specific document sections. |
Comments and annotations support is listed as a collaboration feature. | |
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Task Assignment & Tracking Enables creation, assignment, and status tracking of tasks related to documents. |
Project/task assignment and tracking tools are part of VDR project management suite. | |
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Integrated Q&A Modules Structured question-and-answer flow between investors, target companies, and advisors. |
Structured Q&A modules for investor and advisor diligence are highlighted in main features. | |
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Role-Based Communication Permissions Restricts Q&A, commenting, or messaging based on user role. |
Role-based communication permissions are enforced via fine-grained settings. | |
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Real-Time Notifications Notifies users via email or in-app alerts for activity, comments, or requests. |
Notifications via email and in-platform popups for document activity and requests mentioned on features page. | |
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Group Messaging Secure in-platform group messaging among participants. |
Group messaging available inside the VDR; confirmed on collaboration page. | |
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Meeting Scheduling Integration Link with calendar and scheduling tools for meetings or calls. |
Meeting scheduling/calendar integration with Outlook and Google is included. | |
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Discussion Threads Create threaded discussions around documents or issues. |
Discussion threads around documents are possible using VDR communication tools. |
User Management and Permissions
(6 Yes /6 Known /7 Possible features)
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Role-Based Access Create and assign roles (e.g., admin, investor, advisor, uploader) with configurable permissions. |
Role-based access for admins, investors, advisers, and uploaders is clearly described in user management. | |
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Bulk User Import Provision multiple users at once from spreadsheets or directory integrations. |
Bulk user import supported via spreadsheet upload and directory integration. | |
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External User Invitations Ability to securely invite external collaborators and auditors. |
External user invitations for auditors and advisers is a core use case of the platform. | |
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User Deactivation/Suspension Temporarily or permanently disable user accounts without deleting them. |
Accounts can be deactivated or suspended without deletion. Documented in admin help. | |
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Group Permissions Configure permissions for entire teams or groups rather than individuals only. |
Group permissions supported for managing access for teams and departments. | |
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Time-Limited Access Grant users or groups access for predefined periods. |
Time-limited access for temporary parties (due diligence, external counsel) is available and widely advertised. | |
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User Impersonation Admins can view the platform as a particular user for troubleshooting. |
No information available |
Usability and User Experience
(5 Yes /5 Known /7 Possible features)
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Modern Intuitive UI Clean, responsive design compatible with modern browsers and devices. |
Modern, intuitive UI is highlighted by screenshots and demos. | |
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Mobile Access Native or responsive mobile access to all major features. |
Responsive mobile interface is available; access on all mobile browsers and, in some plans, native apps. | |
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Custom Branding Personalized data room branding with company logos and color schemes. |
Custom branding (logos, color schemes) is a widely marketed feature of DataRoom VDR. | |
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Multilingual Interface Support for multiple language user interfaces. |
Multilingual interface support is available for global deal teams; listed among product features. | |
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Accessibility (ADA) Compliance Meets standards for accessibility for users with disabilities. |
No information available | |
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Fast Load Time Typical time for data room or document preview to load. |
No information available | |
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Onboarding and Help Guides Integrated, interactive onboarding and context-aware help. |
Integrated onboarding, tutorials, and help guides are offered to all users in the platform. |
Integration and Interoperability
(6 Yes /6 Known /6 Possible features)
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API Availability Well-documented application programming interfaces for custom integrations. |
API availability for integrations is listed, with documentation available through support or developer portal. | |
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Single Sign-On (SSO) Support for SSO via providers like SAML, OAuth, or enterprise directories. |
SSO is available, with support for SAML and OAuth enterprise directories. | |
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Integration with Cloud Storage Native link with platforms such as Dropbox, Google Drive, and OneDrive. |
Integration with external cloud storage platforms such as Dropbox, Google Drive, OneDrive is present. | |
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Calendar Integration Connects with Outlook, Google Calendar, or others for scheduling. |
Calendar integrations with Outlook and Google are supported for scheduling. | |
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Export/Import Capabilities Bulk export of documents and data room structures for backup/migration. |
Export/import (including bulk export) is supported for migration and archiving purposes. | |
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Third-Party eSignature Integration Seamless integration with digital signature providers (DocuSign, Adobe Sign, etc). |
eSignature integrations with major vendors (DocuSign, Adobe Sign) are included. |
Reporting and Analytics
(5 Yes /5 Known /5 Possible features)
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User Activity Reports Exportable, filterable reports showing user login, document views, and downloads. |
Exportable user activity reports (logins, views, downloads) are available. | |
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Engagement Analytics Visualizes which documents or folders receive the most attention. |
Engagement analytics such as document view heatmaps and attention tracking are advertised. | |
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Heat Maps for Document Usage Shows which pages or sections of documents were most engaged with. |
Heat maps for document usage are included in advanced reporting features. | |
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Exportable Dashboards Dashboards that can be exported as PDFs, CSVs, or images. |
Exportable dashboards (as PDF, CSV, or images) are available within the analytics suite. | |
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Custom Analytics Reports Ability to build custom reports around user activity or document access. |
Custom analytics/report building for user and document activity is highlighted as part of reporting product suite. |
Performance and Scalability
(0 Yes /0 Known /5 Possible features)
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Concurrent User Support Number of users that can access the platform at the same time without performance degradation. |
No information available | |
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Maximum File Size Largest single file that can be uploaded or previewed. |
No information available | |
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Maximum Data Room Size Total storage capacity per project or data room. |
No information available | |
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Uptime Guarantee Service Level Agreement uptime metrics. |
No information available | |
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Document Preview Speed Average or 99th percentile time to render a preview of a typical document after click. |
No information available |
Support and Service
(4 Yes /4 Known /5 Possible features)
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24/7 Support Availability Help desk available around the clock via phone, chat, or email. |
24/7 support via chat, phone, and email is stated clearly on DataRoom website under support. | |
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Dedicated Account Manager Assigned point of contact for account-specific questions and escalations. |
Dedicated account manager included for enterprise and premium plans. | |
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Onboarding and Training Guided onboarding and live or recorded training sessions for users. |
Onboarding and training (live and/or recorded) are available upon signup. | |
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Knowledge Base Access Comprehensive help articles, guides, and FAQs. |
Knowledge base with guides and FAQs is maintained and available to all users. | |
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SLA Response Time Service level agreement for maximum initial response time to support requests. |
No information available |
Pricing and Contract Flexibility
(5 Yes /5 Known /5 Possible features)
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Transparent Pricing Clear, publicly available pricing tiers and features. |
Transparent pricing is present—public price tiers are available on website. | |
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Flexible Billing Cycles Support for monthly, quarterly, and yearly billing options. |
Flexible billing periods (monthly, annual) selectable at checkout per pricing page. | |
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Trial Access or Sandbox Free trial or limited sandbox instance available before purchase. |
Free trial and/or sandbox environments advertised for potential clients. | |
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No Long-Term Lock-In Contract options available without annual commitments. |
No long-term lock-in: sign up for monthly/no-contract options per terms of use. | |
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Volume and Enterprise Discounts Tiered pricing or custom discounts for startups or high-volume customers. |
Volume and enterprise discounts offered—verified via sales FAQ and enterprise pricing page. |
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