Virtual Deal Rooms.
PropelDocs accelerates your M&A due diligence, reorganization and exchange offers, capital transactions, mergers, privatizations, spin-offers, bankruptcy, divestitures, real estate transactions and other time-sensitive, confidential matters.
Get your deals done smarter and faster while ensuring the security of your critical and confidential data.
Deal teams use PropelDocs to maintain secure control over sensitive deal information, and to enable finance teams, legal counsel, investment banks, and potential buyers or sellers to access and review documents when and where it’s most convenient.
Fast & easy set up
Efficiently manage deal rooms with templates for replicating data rooms in seconds, including file structures, permission management models, users and documents. Features include automated email notifications and workflows, bulk uploads, mass room enablement / disablement, cross-room global user role management, and more.
Smart response management
Request internal or external users upload documents to specified folders in a room. Configurable upload access security for requestees, with designated expiration. Separate data upload interface for requestees to upload documents so they do not require room access. All making it simpler and faster to complete your transactions.
Powerful review & control
In-line viewing and flexible tagging and commenting tools by permission and role, make it easy to review and control documents. Star documents for easy reference. Upload new versions and control whether users also see prior versions.
Deal Intelligence
Data dashboards and auto-notifications give unprecedented visibility into deal activity. Monitor uploads, downloads and review activity for insight into areas of heightened deal engagement.
Control
Ensure only authorized individuals have access to specific documents, folders or data rooms. Downloadable documents by permission and role, with watermark enforcement.
Be enterprise-grade secure
Secure your documents with two-factor authentication, user-based user roles, second level approval options, dynamic watermarking, time-constrained access, user login disablement, password-protected links, downloading restrictions and more.
Audit
Know who has accessed which document, folder or room, and when. Complete audit trail with downloadable reports and real-time notifications.
Do deals from any device
Built for use across desktop and mobile devices, so you can seamlessly access and share information from anywhere, anytime.