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Who it's for / Family offices

Early access

Diligence discipline, without the procurement cycle.

You run diligence the way an institution does. Your tooling still runs on email and PDF.

Request early access
Where you enter
Brief
Present
NDA
Diligence
Terms
Conditions
Close
Nothing before the NDANo data room, no materials — nothing is shown to your side until an NDA is signed and countersigned.
Diligence, batched by stageRequests arrive batched by stage, not drip-fed one at a time — the same discipline an institution runs, without institutional tooling.
Conditions registerEvery outstanding condition tracked to satisfaction, timestamped and attributed — a defensible record, not a forwarded-email folder.
Seat pricing, principal-approvedA principal can approve access directly — no procurement process, no enterprise sales cycle.

The problem we solve

Deep diligence, no dedicated tooling.

Family offices bring a deep diligence culture with no dedicated tooling to match it. The enterprise data room vendors require a procurement process; the boutique platforms are too light for what you actually check. Everything ends up back in email and attached PDFs.

How it works for family offices

A full room, batched by stage.

A full deal room, diligence requests batched by stage rather than drip-fed one at a time, a conditions register tracking what's outstanding, and a permanent, inspectable record at close. Nothing is shown to the other side until an NDA is signed. Run a valuation check before term sheet → Seat pricing is something a principal approves directly — no procurement process required.

Why the record matters

Defensible to the next generation.

A family office that ran diligence on a structured record can defend every decision to the next generation of principals. A closed folder of forwarded emails cannot.

What we don't do

We're the room, not the advisor.

We do not provide investment advice, manage assets, or act as custodian of anything. We are the room the deal closes inside.

Deploying seatBilled per seat, annually.

Run your next diligence process on a record.