Document intelligence for dealmakers

Close more deals,
faster.

The world's most ambitious dealmakers trust Octopus to protect confidential documents, track real engagement, and close more deals faster.

Flat-rate, no per-seatPrivate by designCancel anytime

The secure data room built for modern dealmakers.

Share confidential documents as tracked, access-controlled links, see who read what page by page, and control access down to the individual viewer. Flat-rate, with your whole team included.

The problem

Sharing a document should not mean losing control of it.

You share a deck and go blind

Email a PDF and you have no idea if it was opened, skimmed, forwarded, or ignored. So you follow up in the dark.

Data rooms cost a fortune

Traditional VDRs bill per page, per user, and per month, turning a single live deal into a five-figure line item.

One leak, and no trail

When a confidential file gets forwarded, there is no watermark, no access log, and no way to prove where it went.

How it works

From upload to signal in four steps.

No setup, no seat licenses, no training. You are sharing tracked documents in minutes.

1
Upload

Drop in a PDF or Office file. It converts and is ready to share in seconds.

2
Set the rules

Require a verified email, add an NDA, set an expiry, and turn downloads on or off.

3
Share the link

Send one tracked link. Each viewer gets their own, watermarked with their email.

4
Read the signals

See who opened it, which pages held them, and who is ready for your call.

Core features

Everything a deal needs, in one place.

Page-by-page engagement scoring

See exactly which pages held attention and get a 0-100 score per viewer: hot lead, engaged, or skimmed. Know who is serious before you pick up the phone.

Verified email gate

Recipients confirm their identity before they read. No fake addresses, no anonymous opens.

Dynamic watermarking

Every page stamped with the viewer's email, so a leak always traces back to a person.

Instant revocation

Turn any link off with one click. Access dies immediately, even mid-read.

Run your next deal on Octopus.
Flat-rate plans, cancel anytime.
Get started
What it does

Built for the whole deal, not just the send.

Three capabilities that turn a shared file into deal intelligence.

Share & control

Total control over every document

Decide who opens each link, what they can do with it, and for how long.

Analytics

See what actually got read

Page-level engagement on every open, not just an open receipt.

Data rooms

Run the whole deal from one room

Bundle diligence into folders and give each bidder an isolated link.

Pricing

Flat-rate. Team included.

One flat price, no per-seat bills, no per-page fees. Every plan includes full page-level analytics; higher plans add per-viewer and intelligence features.

Solo
$39/mo

One founder, one deck.

1 user
  • Unlimited documents
  • 50 visitors per document
  • Page-by-page analytics
  • All access controls
Recommended
Deal room
$119/mo

A live deal with bidders.

Up to 3 users
  • Everything in Solo
  • Unlimited visitors
  • Data rooms with folders
  • Per-viewer analytics
  • NDA gate & allowlist
  • Diligence Q&A
Advisor
$359/mo

Several deals at once.

Up to 5 users
  • Everything in Deal room
  • Deal pipeline
  • Engagement scores
  • Forwarding detection
  • Exports & audit log
  • Per-group permissions

Yearly plans give you two months free. Advisor Unlimited ($1,399/mo, full white-label) is coming soon.

Enterprise-grade security on every plan
Row-level security
Dynamic watermark
Access-checked links
Instant revocation
Verified email gate
NDA click-through
FAQ

Questions, answered.

Do you charge per user?

No. Every plan is flat-rate with teammates included, so your bill stays the same as your team grows. Solo is single-user; Deal room includes up to 3 and Advisor up to 5.

Is there a free plan?

No. Every plan is a flat monthly rate with no per-seat fees, and you can cancel anytime. Start on Solo and move up whenever your deals need more.

How does annual billing work?

Yearly plans give you two months free versus paying monthly. You can switch between monthly and yearly at any time.

Can I cancel anytime?

Yes. Plans are month-to-month with no lock-in, and you can turn any shared link off instantly regardless of plan.

Are my documents secure?

Access is enforced at the database level, files are served only through access-checked links (never raw URLs), and Office-to-PDF conversion runs on infrastructure we control.

What is coming next?

Custom domains, full white-labeling, and the Advisor Unlimited plan for whole-firm rollouts are on the roadmap.

Run your next deal on Octopus.

Share a document, see who reads it, and control access from one flat-rate platform.

Flat-rate, no per-seat. Cancel anytime.