Getting started
From first contact to a working room.
Launch a room on your own or let us walk you through it step by step. Four steps take you from a first note to a room your deal team can work in.
The path
Four steps to a working room
Each step is a real gate that protects the deal, not a growth-hacked funnel.
- 01
Start a free trial
Tell us about the deal and the team. A person — not a form — sets up your room and stays reachable throughout the project. No payment method required.
- 02
Upload the tree
Drop your folder structure and walk away. Uploads resume after a dropped connection, and the tree indexes itself into a numbered exhibit register.
- 03
Invite the deal team
Create groups, trim what each one sees down to the document, and preview any group’s exact view before an invitation goes out. Electronic NDAs gate the door; a second factor is mandatory at sign-in.
- 04
Run the deal
Bidders read in the watermarked viewer, ask through the Q&A module, and question the room directly. You watch engagement roll up per group in the audit trail.
Already set up?
Sign in and pick up where the deal left off
Sign in and complete the second-factor prompt. Your rooms are permission-scoped to your account, so you land on exactly what you’re cleared to see.
Once you’re in
- Browse the auto-indexed exhibit register
- Open documents in the watermarked viewer
- Search by keyword or by meaning
- Ask the room and read the cited answer
- Track engagement across groups
Ready?
Start with a free trial.
Send us the deal and the team, and we’ll take it from there.