From empty room
to deal ready.
Every stage of data room setup is handled by specialised agents, ensuring security, organisation, and a complete chain of custody for every document.
Clara provisions a new AES-256 encrypted virtual data room with a standardised folder structure tailored to the deal type — fundraising, M&A, or secondary transaction. Each room receives a unique identifier and shareable access link.
Clara — Operations LeadClara configures granular access controls — role-based permissions, IP restrictions, download limits, and watermarking rules. Each investor or counterparty sees only the documents they are authorised to view.
Clara — Operations LeadClara uploads and organises all deal documents — financials, legal agreements, due diligence materials. Gaio reviews each document for completeness, flags missing sections, and validates that all required legal exhibits are present.
Gaio — General CounselEvery document view, download, and print is logged in real time. Clara generates engagement analytics — time spent per document, most-viewed sections, and investor activity heatmaps to inform deal strategy.
Clara — Operations LeadA complete, immutable audit trail is maintained from room creation to deal close. Every action — uploads, permission changes, access events, and document modifications — is timestamped and exportable for regulatory review.
Clara — Operations Lead