Secure dataroom access for broker-led deals
Give buyers and advisers access to the right information at the right time while keeping tighter control over confidential documents and presenting a polished brokerage experience.
A dataroom built for business sale workflows
Manage confidential information with the access control, visibility, and branding expected in professional deal processes.
Grant access based on the deal stage
Control what buyers can see as they move through your process. Give early-stage parties limited visibility, then unlock deeper due diligence material only when they are qualified and ready for the next step.
- Basic access for early-stage buyers
- Due diligence access for qualified buyers
- Progressive release of sensitive documents
- Cleaner control through each deal stage
Recall documents when access needs to change
If a file was shared too early, sent to the wrong audience, or needs to be updated, you can quickly remove access and stay in control of confidential deal material.
- Recall shared documents when circumstances change
- Replace outdated files without losing oversight
- Reduce risk during active negotiations
- Keep confidential information under control
What the dataroom includes
Designed to help brokers manage access cleanly, protect sensitive information, and keep vendors confident throughout due diligence.
Multiple permission groups
Set up clear access groups for buyers, accountants, solicitors, vendors, and internal team members so each party only sees what is relevant to them.
Document recall
Withdraw access to files when documents need updating, sharing conditions change, or a deal stage moves in a different direction.
Analytics and reporting
Track engagement across the dataroom so you can see which documents are drawing attention and report buyer activity back to vendors with confidence.
White label and branding
Present the dataroom as part of your brokerage experience with your branding, giving buyers and vendors a polished and professional process.
Want to see the dataroom in action?
Book a demo and we will show you how the Broker CRM dataroom handles permissions, recall, reporting, and branded buyer access.