A due diligence data room gives buyers, lenders or other reviewers controlled access to the documents they need to examine. It's often the first thing a counterparty sees, so it needs to be well organised, secure and easy to navigate.

Due diligence often involves several bidders or reviewers, each entitled to see different information. Sharing documents by email or a generic file-sharing tool makes it hard to control access, see who is reviewing what, or keep a reliable record of what was disclosed.

Import an existing folder structure from a ZIP file or an Excel spreadsheet, and Legatics creates the folders and uploads the documents for you.

Folders and documents are numbered automatically, and the numbering updates as you reorganise. Reviewers can cite documents by number in their questions and reports.

Set permissions for the whole data room, a single folder or an individual document. Choose whether each person can view, upload, download or edit, so each bidder or adviser sees only what they're entitled to.

Apply watermarks that show each viewer's details on the documents they open, and turn off browser printing for extra protection.

Activity tracking shows who has viewed or downloaded each document, giving you insight into where reviewers are focusing.

Keep a questions and answers list in the same matter, so questions can refer directly to documents in the data room.

Export the data room index at any point, for example to annex to the transaction documents.

Sell-side teams can share financial, legal and operational records with several prospective buyers, each with their own level of access. Buy-side teams can see at a glance which documents have been added and track their review against the index.

Lenders and their technical, insurance and legal advisers can review project contracts, permits and reports in one secure place.

On a portfolio sale, a folder for each property keeps title, lease and property information organised, so buyers can find what they need quickly.

Lender-side teams can review an existing security package across several companies and jurisdictions, with strict control over who has access.

Explore the Data rooms collection on the knowledge base to create your first data room.

💬 If you need any further assistance, reach out to customer.success@legatics.com.