Secure M&A Deal Rooms
Manage sensitive M&A documents with complete visibility and control. Track access across your entire deal team and identify leaks instantly.
M&A Document Challenges
Due diligence demands security and visibility
Deal Leaks
M&A information is highly sensitive. A leak to competitors or the press can derail deals and tank valuations.
Multiple Stakeholders
Buyers, sellers, advisors, and legal teams all need access. You lose visibility over who has the documents and how they're being used.
Uncontrolled Distribution
Advisors and team members forward documents to partners and consultants. You have no control or visibility.
Valuation Impact
If financial models or growth projections leak to the market, it directly impacts deal negotiations and pricing.
How Veriflo Helps
Purpose-built for M&A deal room security
Watermark All Documents
Every version of every document has a unique fingerprint. Identify the exact source of any leak instantly.
Real-Time Access Monitoring
See which team members are actively reviewing documents. Get alerts when sensitive materials are accessed.
Granular Access Control
Control who can view, download, or print documents. Set expiration dates and revoke access instantly if the deal falls through.
Complete Audit Trail
Comprehensive logs of all document access for compliance, audit, and investigation purposes.
Verify Deal Documents
Run integrity checks on incoming financial statements, valuations, and contracts from counterparties to detect any signs of manipulation before closing.
Key Benefits for M&A Deals
- Maintain strict confidentiality throughout due diligence
- Know exactly who accessed documents and when
- Identify leaks instantly and trace the source
- Control document access across large deal teams
- Meet buyer and seller compliance requirements
- Protect financial models and valuation data
- Verify counterparty documents for tampering before making deal decisions
An acquisition team discovered their financial models were shared with a competitor. Using Veriflo, they identified exactly which advisor leaked the documents within minutes.
Knowing exactly who accessed documents and when gives you leverage. You can detect if confidential information is being used against you.
Perfect for Every Deal Team Member
Sell-Side Teams
Control access to financial data, proprietary information, and customer lists. Know exactly who is reviewing your company.
Buy-Side Teams
Secure access to multiple target company documents. Track which team members are engaged with which targets.
Investment Banks
Manage documents for multiple clients simultaneously with granular access controls and audit trails.
Legal & Advisors
Share documents securely with clients and opposing counsel while maintaining comprehensive documentation.
Typical M&A Deal Room Workflow
Launch Deal Room
Create a secure deal room and organize documents by category (financials, operations, legal, etc.).
Add Team Members
Invite buyers, sellers, and advisors to the deal room. Assign roles and permissions.
Upload Documents
Upload all due diligence documents. Each gets a unique fingerprint for leak identification.
Grant Access
Share documents with specific team members. Set view-only mode, disable downloads, or allow full access as needed.
Monitor Activity
Watch in real-time as team members access documents. Get alerts on unusual access patterns.
Verify Leaks
If information appears in the market, upload it and immediately identify which party leaked the documents.
Verify Counterparty Documents
Run integrity checks on financial statements, valuations, and contracts received from the other side to detect any tampering or manipulation before closing.
Common Questions
Can we have a large deal room with many stakeholders?
Can I organize documents by folder/category?
What if the deal falls through?
Can I track specific teams or individuals?
What about document retention after the deal closes?
Can I verify financial documents from the other side of the deal?
Secure your next deal room today
Start your free trial and launch a secure deal room in under 60 seconds.