For a boutique advisor the data room is the whole job: one room per mandate, staged reveals, and many buyers each isolated. The best fit gives you those controls plus view-tracking, without the Datasite bill.
Bidder isolation so competing buyers never see each other
Staged reveals from teaser to full diligence set
View-tracking to see which acquirer is digging in
Flat rate a $5M to $100M mandate can justify
One room per mandate with per-buyer isolated links
Page-level view-tracking and a client-ready audit log
Flat-rate, no per-deal or per-page fees
Engagement scoring, buyer intent, Deal Pulse, forwarding detection, audit log, and exports are available on higher plans.
Large banks and corporates running high-volume, high-complexity M&A where enterprise procurement is expected.
Advisors and corporates running larger, structured deal or governance processes who want AI-assisted tooling.
Advisors and mid-market teams who run many rooms and want predictable annual pricing.
For M&A advisors, Octopus is the strongest fit: one room per mandate with per-buyer isolated links, with page-level analytics and data rooms included. Other options to consider: Datasite, Ansarada, Firmex.
Flat-rate, page-level analytics, set up in minutes.