Workspace
Your account. It holds your members, your plan, and every room. Members and data never cross between workspaces.
Documentation
Getting your first
room running.
A short walkthrough of the core flow — from creating a workspace to inviting counterparties, sharing documents, and tracking diligence. For anything not covered here, a person on the team is one message away.
The walkthrough
Eight steps from sign-up
to an active room.
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Create your workspace
Sign up with your work email and your workspace is created automatically. A short three-step setup captures your industry, team size, and primary use case — then you land on your dashboard.
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Create a room
A room is one deal, raise, or audit engagement — the container for its documents, counterparties, diligence, and Q&A. Give it a name and, optionally, a deal type. Each room is fully isolated from every other.
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Set the security posture first
Before inviting anyone, decide whether the room is gated behind an NDA and whether documents are watermarked. Internal members are covered by your workspace terms and skip the NDA; external counterparties accept it before they see a single document.
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Invite your team and counterparties
Add internal members by email — they join your workspace with a role. Invite external counterparties with a single-use, NDA-gated magic link: no password to share, no shared logins, and access you can revoke or time-limit at any point.
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Organise and share documents
Create folders, upload files, and keep a full version history. PDFs open in an in-browser viewer carrying a per-viewer watermark — the reader's email, IP address, and a timestamp on every page — stamped on the server before the file reaches the browser.
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Run structured diligence
Apply a diligence checklist to the room — IFC Performance Standards, Equator Principles 4, the REIPPPP submission structure, or one you build yourself. Assign items to your team or advisers, set due dates, and track each item from pending through to approved.
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Manage Q&A in one place
Counterparties raise questions against specific documents. Route them to the right reviewer by stream or priority, thread the discussion as deep as it needs to go, and triage at a glance with open / answered / closed status.
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Keep a complete record
Every view, download, permission change, invitation, and NDA acceptance is written to an immutable audit log. Export the whole room as a ZIP with a checksum manifest, or the audit log as CSV, whenever you need to.
Ask your documents a question
On Professional and above, AI document Q&A lets you ask a question in plain language and get an answer drawn only from that room's documents, with citations back to the source page — so you can trust where the answer came from.
Key concepts
The words you'll see,
and what they mean.
Room
One deal, raise, or audit engagement — the container for documents, counterparties, diligence, and Q&A.
Member
Someone in your workspace, with a role — owner, admin, member, or viewer — that sets what they can do.
External counterparty
An investor, lender, or adviser invited to a single room by magic link and gated behind your NDA. They never become a workspace member.
Diligence template
A reusable checklist of sections and items. Apply it to a room to materialise an editable, assignable workspace of folders and tasks.
Audit log
The append-only record of everything that happens in your workspace. It cannot be edited or deleted — by design, at the database level.
Where to next
Looking for something specific?
Ready to set up your first room?
Start free and follow the steps above — you can have an active room with documents inside in a few minutes.