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For private equity

Diligence, exits and LP raises, one room per deal.

Run each process in its own room: buy-side diligence on an add-on, a sell-side exit, or your next fund raise. Every party sees only their folders, and you see who did the reading.

Flat-rate, your team included. Room free for 14 days.
Project Kestrel
Sell-side
86 documents · Link is live
Documents 86
IndexTypePagesAddedViews
1Corporate9 files
1.1Certificate of incorporation.pdf42 weeks ago6
1.2Board minutes 2025.pdf16Last week4
2Financials14 files
2.1Financial model FY26.xlsx242 days ago11
2.2Audited accounts FY25.pdf385 days ago8
2.3Revenue by customer.xlsxNew6Today3
3Legal21 files
3.1Material contracts.pdf523 days ago7
4Commercial12 files

Enterprise data rooms are priced for the largest deals.

A lower-middle-market add-on doesn't need a quote-based data room with a per-page bill. But a shared drive gives the seller's numbers to everyone and tells you nothing about who read them.

What you get

Everything a deal team needs, at a flat rate.

Buy-side, sell-side and fund templatesStart from the structure you'd build anyway

Numbered folders for buy-side diligence, a sell-side exit or an LP raise, ready for your files.

A link per party, folder by folderBidders and lenders stay separate

Each buyer, lender or LP gets a link to only the folders you choose. Turn any link off instantly.

Q&A with each partyDiligence questions in one place

Questions arrive with the document and page they're about. Assign them to your team and track what's still open.

Audit log and reportsA record of who saw what, when

Every open, download, NDA and access change, exportable as a CSV or PDF report.

In practice

See which bidder is serious before the second round.

You run an exit with four bidders, each on their own link. One group has worked through the financials and the customer contracts; another has barely opened the CIM. You know where to spend your time before you set the deadline.

Project Kestrel / Access
Groups · each with its own link · click a folder to give or take access
Harbour CapitalActive
JLRSLP3 people · 23 opens
Northgate PartnersActive
TGSI2 people · 9 opens
Alder & PikeActive
MC1 person · 14 opens
Brookfield GrowthActive
DR1 person · 4 opens
Access requests
a.ross@alderpike.com asked for access“Joining the Alder & Pike diligence team.”
Security

Built for confidential documents.

Exactly what we do to protect your deal, in plain terms.

Read the security overview →
Access-checked files

No file has a public address. Every page request is checked against the viewer's access first.

Verified viewers

An email code, a passcode, an NDA, or a list of approved people.

Watermarks Founder and up

The viewer's email across every page they read.

Download control

Off by default. Readers view in the browser unless you allow a copy.

Permissions Room and up

A separate link per party, limited to the folders you choose. Turn any link off instantly.

Audit log Room and up

Every open, download, invitation and access change, exportable as CSV.

A plan for every process.

One room for diligence, a live process for a deal, several at once for a desk. Try Room free for 14 days.

Deal

Manage multiple deals and professional workflows

$299/month

Billed monthly

Start with Deal
  • Everything in Room
  • Three live data rooms
  • Up to 10 people
  • Branding per room
  • Guided onboarding
  • Priority support
  • Room comparison (soon)
Desk

Operate your entire deal workspace

$699/month

Billed monthly

Start with Desk
  • Everything in Deal
  • Ten live data rooms
  • Up to 25 people
  • Workspace export
  • Invoice billing
  • Dedicated onboarding
  • Your own domain (soon)
  • Cross-room analytics (soon)
Firm

Bring secure deal collaboration to your organization

Custom

A yearly contract, invoiced

Talk to us
  • Everything in Desk
  • Rooms and people as needed
  • Single sign-on
  • Contract pricing
  • Success manager

Prices are plus tax. Team included, no per-seat fees; add 5 more people for $99/month. Firm is priced with you, on a yearly contract.

Private equity FAQ

Anything else? Talk to the founder directly.

Can competing bidders see each other's material?

No. Each bidder group gets its own link to only the folders you choose, so rivals never see each other.

Can we run several deals at once?

Yes. Deal runs three live data rooms at once for up to 10 people, and Desk runs ten for up to 25.

Can buyers download the files?

Downloads are off by default. Readers view in the browser unless you allow a copy, and every download is logged.

What does it cost?

$149 a month for one live data room (Room, free for 14 days), $299 for three (Deal) and $699 for ten (Desk). No per-deal, per-seat or per-page fees.

Get started

Run your next deal on TalkOctopus.

Start free, or try a data room free for 14 days. We'll set it up with you if you like.

  • Free plan, no card needed
  • Data rooms free for 14 days
  • Setup help if you want it