Once a deal is complete, a data room can serve as a structured, numbered archive that you hand over to the client.

After closing, deal documents are often scattered across emails, the document management system and different trackers. Handing the client a complete, organised record takes time to put together.

If you used a data room during the deal, it already holds a well-organised set of documents. Add the executed documents and it becomes the archive.

Give the client's team access to the archive, with permissions set so they can view and download what they need.

Export the index or all documents at any time, so the client can store the archive in their own systems.

The deal documents can be handed over to the buyer's legal team in a clear, organised format.

Property records can be passed to the new owner or asset manager in one place, organised by property.

Project documents can stay accessible for as long as the financing is in place.

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.