Boards & Governance
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Folder Status and Progress Tracking
Know exactly where your data room stands at every stage of the deal. Every status and comment is captured in the Data Room Index report.
Clean Folder Structure
A well-indexed data room signals professionalism and speeds up review.
Flexible Bulk Downloads
Select specific folders to include in a bulk download directly from the top level, without navigating the full structure. You can also edit the download name.
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What This Means for Your Deal Team
- Documents settings: Bulk actions across statuses, permissions, and downloads cut the admin time needed to get a data room ready for buyers
- Clearer counterparty communication: Folder statuses and comments give buy-side teams an accurate, up-to-date view of what's available
- Audit-ready documentation: The Data Room Index report captures every status and comment automatically, giving you a reliable record throughout the process
- Fewer errors under pressure: Confirmation steps and error messaging reduce the risk of mistakes when timelines are tight and stakes are high
