Getting started with Deals

Get your data room setup in minutes, not hours

Create your first data room in minutes. Upload documents immediately. No credit card required. No sales call. All we need is your email. Start your M&A, capital raise or refinancing when you're ready.

Start for free

5 simple steps to set up your data room

Sign up for your data room online

Once you click Start for free we'll ask a few quick questions about your deal and organisation. Your secure data room is created instantly. There are no costs until you're ready to invite bidders or investors.

Upload and manage documents

Easily drag and drop documents, import from Excel, or build folders directly in the room with intuitive and easy-to-use controls.

Manage security and teams

Take security to the next level. Control who sees what with powerful permission settings, team structures, and automatic document protection.

Invite bidders or investors

Verify your email, pick a plan, and start sharing your data room with bidders, investors and external parties. This is what we call 'Go live' — full control, on your terms.

Reporting and insights

See who’s viewing what, when, and how often. Track every action in real time with detailed reports, bidder engagement scores and document-level analytics. Make informed decisions and focus on the right conversations.

Doing a deal is stressful. Setting up your data room doesn’t have to be

Get your deal room setup and live in hours, not weeks. No training, no delays, no stress.

Open a free data room

Set up with confidence, go live with ease with this step-by-step guide

Create and set up your data room

Click Start for free to begin onboarding. We’ll ask for your email and a few quick questions about your organisation, your role, and what you’re trying to achieve. Once done, your data room is created. Once you’ve personalised your room with your project name and logo, you’re ready to start uploading documents.

Add your documents

Drag and drop your existing file, folders or ZIP files into the data room for the fastest upload. If you have a document list in Excel, you can import folders directly from your spreadsheet. For complete control, build new folders and files from scratch directly in the platform.

Copy, move, and organise files with one-click. The platform includes AI-Smart Sort for automated document indexing to save you time and help you stay organised.

All documents start private by default, so you maintain complete control over visibility and access throughout the process.

Collaborate live and edit documents directly in your data room with Microsoft Office Online—no downloads or plugins required.

Set up security and access controls

Set view, edit or manage permissions by team, role or individual, down to the folder or file. Create internal and external teams, then add sub-teams for detailed control. It’s free to invite your internal team. Add as many as you need, there are no user caps.

Disable access instantly. Revoke and destroy downloaded files remotely with Remote Self Destruct. Apply custom watermarks automatically. Every document is tracked, protected and ISO 27001 compliant with over 10 years of enterprise-grade security.

Invite bidders or investors

Before inviting external parties, run a security review to see exactly who can access what documents. Once you're ready, choose your plan based on duration and data requirements. The built-in data usage tracker shows you exactly how much storage you're using. Finally, add your billing details and payment method to activate your room.

Once you’re activated—what we call ‘Go-live’—you can start sharing your data room with investors and bidders and track their engagement immediately.

Track and manage with reports and insights

Stay in control at every stage of your deal. Reports and dashboards give you full visibility into progress, while real-time activity tracking shows which bidders or investors are most engaged and which documents matter most, so you know exactly who to speak to next.

AI-powered Bidder Engagement predicts who will be the winning bidder with 97% accuracy by day 7, helping you make informed decisions about your process. The system also provides engagement scoring and risk analysis to keep you ahead of potential issues.