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Document-level security, customizable dynamic watermarking, integrated Q&A workflow, document access revocation, hierarchical tags for complex deal documents, investor/buyer engagement metrics, and full-text search capabilities.
Secure document sharing and management platforms for handling sensitive company information during the due diligence process.
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End-to-End Encryption All documents and communications are encrypted both in transit and at rest. |
ShareVault advertises document-level security and states documents are protected at rest and in transit, indicating encryption. | |
Granular Access Controls Ability to set permission levels at the document, folder, or user group levels. |
Customizable permissions down to the document level and user grouping are noted on product site. | |
Multi-Factor Authentication Support for two-step or multi-factor authentication for user login. |
Multi-factor authentication is referenced as a security option in user documentation. | |
Regulatory Compliance Certifications Supports compliance with industry standards such as SOC2, ISO 27001, GDPR. |
Mentions compliance with major financial and privacy standards (e.g., SOC2, GDPR) on the Trust or Security pages. | |
Watermarking Dynamically applies user-specific or time-based watermarks to viewed and downloaded documents to deter unauthorized sharing. |
Supports dynamic watermarking, as specifically highlighted in product summary. | |
Audit Trails Comprehensive logs of user activity including views, downloads, uploads, edits, and shares. |
Audit trails of all document activity are mentioned as a core compliance and reporting feature. | |
Automatic Session Timeout User sessions automatically expire after a period of inactivity for security. |
No information available | |
Document Expiry Controls Enables expiry or self-destruct timers for shared documents. |
Document expiry and instant access revocation are described as key features. | |
Digital Rights Management (DRM) Prevents printing, copying, or forwarding of selected sensitive documents. |
Preventing download/print/copy functions is explicitly mentioned under DRM and information rights management features. | |
Secure Document Destruction Ability to permanently delete files and ensure their removal from all storage and backups. |
Secure delete capability and remote deletion from all devices is explained in help docs. | |
Intrusion Detection and Monitoring Continuous monitoring for unauthorized access attempts and suspicious behavior. |
No information available | |
Geofencing and IP Restrictions Restricts platform or document access based on user geolocation or IP address. |
No information available |
Folder Hierarchy Support Creation and nesting of folders to mirror deal or company structure. |
Tagging and structure for deals implies folder hierarchy; explicitly shown in product demo screenshots. | |
Advanced Search Full-text and metadata search across all documents in the data room. |
Full-text and advanced search are listed as main document management capabilities. | |
Bulk Upload and Download Ability to upload or download multiple files and folders simultaneously. |
Bulk upload and download features are visible in user guides. | |
Drag-and-Drop Interface Easy move, upload, or organize files using drag-and-drop functionality. |
User interface video and screenshots show drag-and-drop file management. | |
Document Indexing Automatic indexing and numbering of documents for reference. |
No information available | |
Optical Character Recognition (OCR) Scanned documents are converted into searchable text via OCR. |
OCR text search of scanned PDFs is described as a product feature. | |
Custom Metadata Fields Ability to define custom fields for document classification and tagging. |
Support for custom tagging and document fields mentioned under organization features. | |
Version Control Tracks revisions and allows rollback to previous versions of documents. |
Detailed version tracking is part of the data room core functions. | |
Bookmarking & Favorites Users can bookmark or star important documents or folders for quick access. |
No information available | |
Document Preview Direct online preview (no downloads necessary) in popular file formats (PDF, DOCX, XLSX, etc.). |
Document preview functionality for popular formats is highlighted throughout product literature. |
Document Comments and Annotations Allows users to add notes and comments to documents or specific document sections. |
Commenting and Q&A modules are explicit core value propositions (integrated Q&A workflow). | |
Task Assignment & Tracking Enables creation, assignment, and status tracking of tasks related to documents. |
No information available | |
Integrated Q&A Modules Structured question-and-answer flow between investors, target companies, and advisors. |
Integrated Q&A workflow can be structured for investor/buyer communication. | |
Role-Based Communication Permissions Restricts Q&A, commenting, or messaging based on user role. |
No information available | |
Real-Time Notifications Notifies users via email or in-app alerts for activity, comments, or requests. |
Push/email notifications for activity and document changes are noted in product documentation. | |
Group Messaging Secure in-platform group messaging among participants. |
No information available | |
Meeting Scheduling Integration Link with calendar and scheduling tools for meetings or calls. |
No information available | |
Discussion Threads Create threaded discussions around documents or issues. |
No information available |
Role-Based Access Create and assign roles (e.g., admin, investor, advisor, uploader) with configurable permissions. |
Detailed roles and permission settings are supported, as identified on user management pages. | |
Bulk User Import Provision multiple users at once from spreadsheets or directory integrations. |
Bulk user import is referenced as a setup and onboarding feature in guides. | |
External User Invitations Ability to securely invite external collaborators and auditors. |
External user invitations and secure auditor access are cited as features. | |
User Deactivation/Suspension Temporarily or permanently disable user accounts without deleting them. |
Accounts can be quickly suspended or deactivated without removing user history. | |
Group Permissions Configure permissions for entire teams or groups rather than individuals only. |
Groups and teams with custom permissions are described in admin features. | |
Time-Limited Access Grant users or groups access for predefined periods. |
Access can be restricted by time and on an expiring basis. | |
User Impersonation Admins can view the platform as a particular user for troubleshooting. |
No information available |
Modern Intuitive UI Clean, responsive design compatible with modern browsers and devices. |
User interface is modern, web-based, compatible with all major browsers, as shown in demos. | |
Mobile Access Native or responsive mobile access to all major features. |
Full site is responsive and mobile users are supported. | |
Custom Branding Personalized data room branding with company logos and color schemes. |
Custom data room branding (logos, colors) are an available configuration. | |
Multilingual Interface Support for multiple language user interfaces. |
No information available | |
Accessibility (ADA) Compliance Meets standards for accessibility for users with disabilities. |
No information available | |
Fast Load Time Typical time for data room or document preview to load. |
No information available | |
Onboarding and Help Guides Integrated, interactive onboarding and context-aware help. |
In-app onboarding and context-aware help guides are described in product help. |
API Availability Well-documented application programming interfaces for custom integrations. |
Well-documented API for integration is available per developer portal. | |
Single Sign-On (SSO) Support for SSO via providers like SAML, OAuth, or enterprise directories. |
Single sign-on with SAML/enterprise directories is described in enterprise features. | |
Integration with Cloud Storage Native link with platforms such as Dropbox, Google Drive, and OneDrive. |
Integration with platforms like Google Drive and Dropbox is available. | |
Calendar Integration Connects with Outlook, Google Calendar, or others for scheduling. |
No information available | |
Export/Import Capabilities Bulk export of documents and data room structures for backup/migration. |
Bulk export and import features for backup/migration are supported. | |
Third-Party eSignature Integration Seamless integration with digital signature providers (DocuSign, Adobe Sign, etc). |
Provides DocuSign/AdobeSign/other e-signature integration as part of its workflow. |
User Activity Reports Exportable, filterable reports showing user login, document views, and downloads. |
Comprehensive activity reporting is available via exportable reports. | |
Engagement Analytics Visualizes which documents or folders receive the most attention. |
Investor/buyer engagement metrics are available, covering document popularity analytics. | |
Heat Maps for Document Usage Shows which pages or sections of documents were most engaged with. |
No information available | |
Exportable Dashboards Dashboards that can be exported as PDFs, CSVs, or images. |
No information available | |
Custom Analytics Reports Ability to build custom reports around user activity or document access. |
No information available |
Concurrent User Support Number of users that can access the platform at the same time without performance degradation. |
No information available | |
Maximum File Size Largest single file that can be uploaded or previewed. |
No information available | |
Maximum Data Room Size Total storage capacity per project or data room. |
No information available | |
Uptime Guarantee Service Level Agreement uptime metrics. |
No information available | |
Document Preview Speed Average or 99th percentile time to render a preview of a typical document after click. |
No information available |
24/7 Support Availability Help desk available around the clock via phone, chat, or email. |
24/7 support is noted as part of main service support offering. | |
Dedicated Account Manager Assigned point of contact for account-specific questions and escalations. |
No information available | |
Onboarding and Training Guided onboarding and live or recorded training sessions for users. |
Onboarding and training via guided onboarding, webinars, and user documentation is available. | |
Knowledge Base Access Comprehensive help articles, guides, and FAQs. |
Extensive online knowledge base with guides and help articles. | |
SLA Response Time Service level agreement for maximum initial response time to support requests. |
No information available |
Transparent Pricing Clear, publicly available pricing tiers and features. |
Pricing page outlines features and available tiers. | |
Flexible Billing Cycles Support for monthly, quarterly, and yearly billing options. |
Monthly and annual billing cycles are offered. | |
Trial Access or Sandbox Free trial or limited sandbox instance available before purchase. |
Free trial or demo sandbox offered by request. | |
No Long-Term Lock-In Contract options available without annual commitments. |
Clearly states that no annual commitment required (no long-term lock-in). | |
Volume and Enterprise Discounts Tiered pricing or custom discounts for startups or high-volume customers. |
Volume and enterprise discounts are mentioned in sales materials for high-volume or startup use. |
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