Run buy-side diligence, share deals with capital partners and lenders, and see who read the memo. Present an institutional room without the enterprise contract. Flat-rate across every deal, your whole team included.
Every deal means sending a memo or CIM to capital partners and running diligence with lenders and co-investors. A shared Google Drive looks unprofessional to the people funding your deal and tells you nothing about who read it. Enterprise data rooms like Datasite and Ansarada fix that, but charge per deal or per page, which is brutal for a lean firm doing a handful of deals a year.
Organize a target's diligence set into one gated room and give lenders, co-investors, and advisors their own scoped links. Turn access off the moment a deal dies or closes.
Know who opened the deal memo or CIM, how far they read, and who came back, so you chase the capital partners and LPs who are leaning in, not the ones who never opened it.
Present a professional, access-controlled room to capital partners: confirmed emails, an NDA before anything opens, every page watermarked, and a full audit trail. No sales call to switch it on.
Independent sponsors raise deal by deal, but you should not pay per deal to share it. Run all of your deals from one flat-rate account, no per-page fees and no per-seat bills.
| For a lean firm | Google Drive / Dropbox | Datasite / Ansarada | Octopus |
|---|---|---|---|
| Access control and audit trail | |||
| Who-read-what, page-level analytics | |||
| Set up in minutes, no sales call | |||
| One flat rate across every deal | |||
| 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.
You send the deal memo to your capital partners and open a diligence room for the lenders. Octopus surfaces who read past the summary into the model and the risks, and flags who never opened it. Your next call goes to the partner who is already sold.
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 lean private equity teams and independent sponsors, the best fit is a data room that looks institutional to capital partners without an enterprise contract or a per-deal bill. Octopus is flat-rate across every deal, sets up in minutes, and adds page-level analytics so you can see which capital partners actually read the memo. Datasite and Ansarada are built for large M&A and priced per deal or per page.
Run diligence, share with capital partners, and track every read from one flat-rate account.