- Virtual data room (VDR)
- A secure online space for sharing confidential documents during a deal, with access control, tracking, and an audit trail. Learn more
- Deal room
- A virtual data room organized around a single transaction, where each party gets controlled access to the relevant documents. Learn more
- Document analytics
- Data about how a shared document is read: who opened it, which pages they viewed, and how long they spent.
- Page-level analytics
- Engagement measured for each page of a document, including time spent, completion, and drop-off, rather than a single open receipt.
- Completion rate
- The share of viewers who reached the last page of a document.
- Drop-off
- The page where readers stop, which shows where a document loses attention.
- Return visit
- A repeat open of a shared document by the same viewer, often a signal of active interest.
- Dynamic watermarking
- Stamping each page with the viewer's identity, such as their email, so a leaked file traces back to a person.
- NDA gate
- A confidentiality agreement a viewer must accept before a document opens, with the acceptance logged.
- Access-controlled link
- A shareable link that checks identity or permissions before serving a file, instead of exposing a raw file URL.
- Link revocation
- Turning off a shared link so it can no longer be opened, even mid-view.
- Audit log
- A record of every important action on a document or room, such as opens, downloads, and access changes.
- View-only access
- Permission to read a document on screen without downloading or printing it.
- Due diligence
- The review an investor or buyer runs before a deal closes, examining a company's financials, legal, and operating documents, usually inside a data room. Learn more
- Dealflow
- The stream of investment opportunities a fund reviews. High dealflow means constant, recurring document sharing and diligence. Learn more
- Co-investor
- Another firm investing alongside the lead in the same round. Co-investors need scoped access to the same diligence materials.
- LP update
- A periodic report a fund sends its limited partners on performance and portfolio. Sharing it as a tracked link shows which LPs actually read it. Learn more
- Sell-side vs buy-side data room
- A sell-side room is set up by the party running a raise or sale to share materials with investors or buyers; a buy-side room is organized by the party evaluating the opportunity.
- Enterprise VDR
- A traditional virtual data room such as Datasite or Ansarada, built for large, complex M&A, with per-page or per-user pricing and a sales-led setup. Learn more
- Sell-side mandate
- An engagement where an advisor represents a seller to run a sale process, from marketing the business to managing buyer diligence in a data room. Learn more
- Staged reveal
- Releasing data room materials in phases, such as a teaser first and full diligence later, as buyers qualify and clear each stage.
- Bidder isolation
- Giving each competing buyer group its own scoped access so they cannot see each other's presence or activity in the same data room. Learn more