Virtual Data Room · FinBursa 360
Secure and intelligent virtual data rooms
Create secure data rooms for diligence, deals, fundraising, asset sales, internal documentation and controlled external sharing, with granular permissions, collaboration, engagement analytics and ALF-powered intelligence.
Virtual data room
Manage sensitive documents and collaborate in one environment
Organize sensitive materials, control participant access, collaborate around documents and use ALF to analyze content, engagement and activity across the data room.
Document management
Organize documents around every deal and workflow
Create structured data rooms for deals, diligence, fundraising, asset sales, internal documentation and other projects, with folders and files supporting common document and financial file formats and connected to the relevant FinBursa 360 workflow.
Create structured data rooms around each deal, campaign, asset sale or internal project, with folders and files organized around the way your team works and presented under your firm’s identity where required.
Upload, organize, update and maintain common document and financial file formats within the relevant data room, with materials kept connected to the underlying deal or workflow.
Organize internal documentation and externally shared materials within the same data-room environment, allowing teams to maintain the appropriate separation between internal work and participant-facing content.
Access & collaboration
Control access at every level
Control granular access across users, folders and files, manage internal and external participation, collaborate around documents and understand how participants engage with the data room.
Granular permissions & controls
Control read, upload, download and edit permissions at folder and file level, with configurable access, watermarking and the ability to update or revoke permissions as the process evolves.
External access & NDA requirements
Manage investors, buyers, advisers, counterparties and other external participants, with NDA requirements and permissions connected to the relevant user and room.
Collaboration & Q&A
Support internal and external communication around the data room and individual documents, keeping questions and responses connected to the materials under review.
Engagement analytics & audit trails
Track document views, pages reviewed, time spent, downloads, uploads, permission changes and other recorded activity across the data room.
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Document intelligence
Put your documents to work
ALF analyzes documents and data-room activity using your firm’s guidelines, skills and playbooks to extract information, compare materials, identify potential inconsistencies, surface questions and prepare outputs for review.
Document analysis
Analyze CIMs, financial models, legal agreements, diligence materials and other data-room documents to extract relevant information and structure it for review.
Cross-document comparison
Compare information across documents to identify potential inconsistencies, missing information and areas requiring further review.
Document Q&A
Ask questions against the documents available to the user and retrieve answers grounded in the underlying materials, with references back to the relevant sources where supported.
VDR skills
Configure AI skills around your firm’s diligence processes, review criteria, guidelines and playbooks so ALF can execute repeatable document workflows and prepare drafts in the way your team operates.
Access & engagement intelligence
Use ALF to interpret participant access and engagement activity, surface relevant patterns and help identify documents, participants or actions that may require attention.
FinBursa 360
Secure document workflows across the front office
The Virtual Data Room connects document access, collaboration and intelligence to the relationships, deals and fundraising workflows already managed across FinBursa 360.
Deal Management
Create and manage data rooms directly within deal workflows, keeping documents, participants, diligence activity and access connected to the underlying deal.
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Fundraising
Use controlled data rooms for investor and buyer diligence, with documents, access and engagement connected to the relevant fundraising or asset-sale campaign.
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Investment CRM
Connect external participants and data-room activity to the relevant contact and company records, maintaining relationship context alongside document engagement.
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ALF
Apply document intelligence across the materials available to each user, including analysis, comparison, extraction and configurable VDR skills.
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Opportunity Promotion
Use controlled VDR access for sensitive materials associated with listed opportunities once additional information is made available to selected participants.
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Bring secure document workflows into your front office
- Structured data rooms for deals, diligence, fundraising, asset sales and controlled sharing
- Granular permissions and governed external access
- Collaboration, Q&A and engagement analytics
- ALF-powered document analysis and configurable VDR skills
- Audit trails connected to the wider FinBursa 360 workflow