Share diligence materials with investors behind an NDA gate, control access per investor, and see who's engaging — in the same workspace that matches investors and sends your teaser.
Built for fundraising and founder-led sale processes — not priced like an enterprise M&A tool.
Investors see the teaser first; diligence materials open only once the NDA is signed. Who's signed, who's sitting on it — tracked automatically.
Decide who sees what, investor by investor. Access is managed from the deal, so it always matches where each conversation actually is.
Teaser views, NDA status and document activity feed the same pipeline you run outreach from — diligence interest shows up next to every conversation.
Attach public-safe documents to the teaser itself for the first look, and keep the sensitive set behind the gate.
NDAs and documents are signed inside the process — no printing, no separate signature tool, no chasing PDFs over email.
The data room lives inside the deal alongside investor matching, teaser creation and outreach — not a separate VDR subscription to stand up and pay for.
From deck to a gated diligence process in a day.
Upload your deck — dealOS drafts the deal, the teaser and a matched investor shortlist, with the data room ready on the deal.
Add financials, contracts and key documents. Choose what's public-safe on the teaser and what stays behind the NDA.
As investors sign NDAs, access opens automatically — and their document engagement feeds your pipeline view.
A secure online space where a company raising money or running a sale shares diligence materials — financials, contracts, cap table, key documents — with investors or buyers, with access control and engagement tracking. In dealOS it's part of the deal workspace rather than a separate product.
Detail is gated behind an NDA flow: investors see the teaser first, and diligence materials open only once the NDA is signed. Access is managed per investor, so you decide who sees what and when.
No. Enterprise virtual data rooms are priced for large M&A processes. dealOS includes the data room in the same workspace that handles investor matching, teaser creation and outreach — one system for the whole raise.
Yes — engagement is tracked per investor across the process: teaser views, NDA status and document activity feed the same pipeline view you run outreach from, so diligence interest is visible next to every conversation.
Teaser, investor list, NDAs and the data room — one workspace from dealOS.