Deal Rooms (Curated Collections)
Create curated collections for strategic deals so buyers get exactly what they need, nothing more, nothing less, with analytics and audit trails.
Build a curated collection per opportunity.
How It Works
01
Per-deal curated collections with controlled access
Per-deal curated collections with controlled access
02
Engagement analytics and attributable access trails
Engagement analytics and attributable access trails
03
Download logging for defensible sharing histories
Download logging for defensible sharing histories
At a Glance
Used For
Security reviews • SOC 2
Outcomes
Reduce buyer confusion • Keep sensitive docs controlled • Track engagement tied to the deal
Exports & Records
Deal room access trail • Download logs
Technical Notes
Per-deal curated collections with controlled access • Engagement analytics and attributable access trails • Download logging for defensible sharing histories
Sharing and Controls
Pair outputs with Trust Center tiers so you control what’s shared and preserve access logs.
Artifacts reviewers recognize, plus sample previews of structure.
SSO and verification support
FAQ
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