Deal Rooms (Curated Collections)
Create curated collections for strategic deals so buyers get exactly what they need, nothing more, nothing less, with analytics and audit trails.
Build a curated collection per opportunity.
Deliverables reviewers recognize, plus a preview of the structure buyers expect.
How It Works
01
Per-deal curated collections with controlled access
Per-deal curated collections with controlled access
02
Engagement analytics and attributable access trails
Engagement analytics and attributable access trails
03
Download logging for defensible sharing histories
Download logging for defensible sharing histories
At a Glance
Used For
Security reviews • SOC 2
Outcomes
Reduce buyer confusion • Keep sensitive docs controlled • Track engagement tied to the deal
Proof Produced
Deal room access trail • Download logs
Technical Notes
Per-deal curated collections with controlled access • Engagement analytics and attributable access trails • Download logging for defensible sharing histories
Sharing and Controls
Pair outputs with Trust Center tiers so you control what’s shared and preserve access logs.
SSO and verification support
FAQ
Want the exports this feature enables?
We’ll walk through your reviewers’ expectations and map the workflow and outputs that unblock deals.
No obligation. We respond within one business day. We will show a sample reviewer-ready export.