One room per mandate. Stage the reveal, isolate every buyer, and see who is really digging in. Flat-rate, set up in minutes.
| Who | Opened | When |
|---|---|---|
| j.lee@harbourcap.com | XLSFinancial model FY26.xlsx | Reading now |
| m.chen@alderpike.com | PDFAudited accounts FY25.pdf | 1 hr ago |
| deals@northgate.co | PDFMaterial contracts.pdf | 3 hr ago |
| r.shah@harbourcap.com | PDFBoard minutes 2025.pdf | Yesterday |
| t.grey@northgate.co | XLSRevenue by customer.xlsx | Yesterday |
Google Drive hands 200 buyers your seller's financials and tells you nothing about who is serious. Datasite and Ansarada fix that, at a price a $5M to $100M mandate can't justify.
Show the teaser first, then open the full diligence set as buyers clear each stage. Set it up yourself in minutes.
Each buyer group gets its own link to only the folders you choose. Rivals never see each other, and you can cut off a buyer the moment they drop.
See who opened what, how far they read and who came back, so you know who to push before the deadline.
Every page carries the viewer's email, an NDA comes before anything opens, and every action is logged for your client.
Three bidder groups, three isolated links. A week in, one group is deep in the financials; another has barely opened the teaser. You steer toward the real buyer, and can prove why.
What a boutique advisor actually needs from the room.
| For a boutique advisor | Google Drive / Dropbox | Datasite / Ansarada | TalkOctopus |
|---|---|---|---|
| Bidder isolation and buyer access control | – | ✓ | ✓ |
| Who-viewed-what, page-level view-tracking | – | ✓ | ✓ |
| Set up in minutes, no sales call | ✓ | – | ✓ |
| Flat rate a $5M to $100M mandate can justify | ✓ | – | ✓ |
| Dynamic watermarking and NDA gate | – | ✓ | ✓ |
Datasite and Ansarada price per customer and vary by plan. Check each vendor for current details.
Exactly what we do to protect your deal, in plain terms.
Read the security overview →No file has a public address. Every page request is checked against the viewer's access first.
An email code, a passcode, an NDA, or a list of approved people.
The viewer's email across every page they read.
Off by default. Readers view in the browser unless you allow a copy.
A separate link per party, limited to the folders you choose. Turn any link off instantly.
Every open, download, invitation and access change, exportable as CSV.
Teammates included. Try Room free for 14 days.
For up to 5 people
First 14 days free, then billed monthly, plus tax. Card required; cancel before and you pay nothing.
Team included, no per-seat fees. Add-ons: extra room $99/mo, +5 people $99/mo.
Need more rooms, more people or single sign-on? Talk to us about Firm
Anything else? Talk to the founder directly.
One you can run yourself, with bidder isolation and view-tracking, and no enterprise contract. TalkOctopus is flat-rate, sets up in minutes, and shows which buyers are actually reading. Datasite and Ansarada are built and priced for large deals.
The room a seller's advisor uses to share the CIM and diligence documents with buyers. It controls who sees what, reveals material in stages, and tracks who read each document.
For boutique sell-sides, yes. Datasite and Ansarada are built and priced for large deals. TalkOctopus gives you bidder isolation, staged reveals, watermarks, NDA gates, an audit log and per-buyer tracking on a flat rate.
Yes. Each buyer group gets its own link to the folders you choose, so rivals never see each other. Watermark, gate, expire or revoke each link on its own.
Flat-rate: $149 a month for one diligence process (Room), $299 for three live deals (Deal), $699 for up to ten (Desk). No per-deal, per-seat or per-page fees, and yearly plans get two months free.
Yes. The audit log records every open, download, NDA and access change, and you can export a PDF or CSV of every viewer.
Stage the reveal, isolate every buyer, and see who reads what.