For M&A advisors & bankers

One data room. Every bidder, isolated.

Run a full sell-side process in Octopus: bundle the diligence set into folders, give each buyer group its own gated link, and watch engagement across the whole field, with a complete audit trail and none of the enterprise price tag.

Flat-rate plans · your team included · cancel anytime

Legacy data rooms cost thousands and feel like 2010.

Datasite and Intralinks give you control, but they bill by the deal or the page, take days to set up, and read like enterprise software from a decade ago. For most processes, that's overkill you pay a fortune for.

What you get

A deal room that reads the room.

Bidder isolation by folder
Competing buyers never see each other's material

Give each bidder group a link that opens only the folders you assign. One room, cleanly partitioned, in minutes.

Per-group + cross-room engagement
See which bidder is serious before the second round

Compare engagement across bidder groups and across deals, so you know who's doing the work and who's just kicking tires.

Forwarding detection + full audit log
A timestamped record of every open, unlock, and NDA

Know when a link leaves the room, and hand your client a clean audit trail of exactly who accessed what, when.

Exportable PDF & CSV reports
Client-ready engagement, one click

Export the whole picture, every viewer and their engagement, in a report clean enough to send straight to your client.

Know which bidder to push before you set the deadline.

Three bidder groups, three isolated links, one room. A week in, Octopus shows one group has every partner deep in the financials and the legal folder, while another has barely opened the teaser. You steer the process toward the real buyer, and you can prove why.

Trust & security

Built for confidential documents.

Row-level security
Each account sees only its own data, enforced at the database level.
Dynamic watermarking
Every page stamped with the viewer's email, so a leak traces to a person.
Access-checked links
Files are served only through verified links, never a raw bucket URL.
Instant revocation
Turn any link off with one click. Access dies immediately.
Verified email gate
A 6-digit code confirms real identities, not anonymous guesses.
NDA click-through
The NDA is accepted before the document loads, and logged.
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.

Run your next process on Octopus.

Share a document, see who reads it, and control access. Flat-rate plans, cancel anytime.