Run each mandate from one room: stage the reveal, give every buyer its own isolated link, and see which acquirer is actually digging in. Flat-rate, set up in minutes, without the Datasite bill.
Sharing a seller's financials with 100 to 200+ buyers over Google Drive is a real liability, and it tells you nothing about who is serious. Datasite and Ansarada fix the control but bill by the deal or the page, more than a $5M to $100M mandate can justify. Boutiques get stuck paying too much or sharing too loosely.
Bundle the seller's documents into folders, open the teaser first, then reveal the full diligence set as buyers clear each stage. Set it up yourself in minutes, no sales call, no per-deal contract.
Give every buyer group its own gated link that opens only the folders you assign, so competing acquirers never see each other's access, and you can revoke any one the moment a buyer drops.
Track who opened which document, how deep they read, and who came back, across every buyer group, so you know who to push before you set the deadline, and can prove it to your client.
Every page is watermarked to the viewer, an NDA is collected before anything opens, and every open, download, and access change is logged for a client-ready audit trail.
| For a boutique advisor | Google Drive / Dropbox | Datasite / Ansarada | Octopus |
|---|---|---|---|
| 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 are enterprise virtual data rooms with custom pricing; capabilities vary by plan. Check each vendor for current details.
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.
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.
One founder, one deck.
A live deal with bidders.
Several deals at once.
Yearly plans give you two months free. Advisor Unlimited ($1,399/mo, full white-label) is coming soon.
For boutique and lower-middle-market advisors, the best fit is a sell-side data room you can run yourself, with bidder isolation and view-tracking, without an enterprise contract. Octopus is flat-rate, sets up in minutes, isolates each buyer group, and shows which acquirers are actually reading. Datasite and Ansarada are built for large deals and priced per deal or per page.
Stage the reveal, isolate every buyer, and track who reads what, from one flat-rate account.