This guide explains every key DeelTrix capability—what it means, why it matters for M&A, fundraising, and due diligence, and how to use it day-to-day.
1) Purpose-Built for M&A & Due Diligence
What it is: DeelTrix is designed specifically for M&A, fundraising, investor relations, and formal due diligence—not just generic file sharing.
Why it matters: You get workflows and guardrails that match real deals: structured data rooms, role-based access, audit trails, Q&A, and investor-grade analytics.
How to use it
- Create a Data Room for each deal.
- Use the Due Diligence folder skeleton (or import your own).
- Invite internal teammates (Contributors) and external parties (Viewers).
- Track investor activity in Analytics.
Tips
- Maintain one room per deal phase (Pre-LOI, Confirmatory DD).
- Pin “What’s New” to your room overview for quick investor orientation.
2) Granular Document Permissions
What it is: Per-user controls: view, download, watermark, expiry, and link security.
Why it matters: Different stakeholders need different access—legal, buyer, advisors, lenders—without losing control.
How to use it
- Open a file → Share → Advanced permissions.
- Toggle Download (on/off), Watermark, Expiry Date.
- Assign permissions per user, group, or room role.
Best practices
- Keep download disabled for sensitive docs until late-stage.
- Use expiry for short-term vendor or consultant access.
- Rotate access periodically and review the Access Log.
3) Data Room Structure (Folders & Multiple Rooms)
What it is: Hierarchical folders, multiple data rooms under one account.
Why it matters: Clean separation between deals or rounds; predictable locations for documents.
How to use it
- New Data Room → choose a template (M&A / Fundraising / Board).
- Add top-level folders (Corporate, Financials, Legal, Tech, HR).
- Use Numbered folders (e.g., “1. Corporate”) for clarity.
Pro tip: Use “Archive” folder to hide old versions without losing audit history.
4) Real-Time Analytics
What it is: See who viewed, for how long, which page, and return visits.
Why it matters: Prioritize serious buyers/investors; time outreach to when interest is highest.
How to use it
- Go to Analytics → Documents or Users tab.
- Filter by time (last 24h, 7d) and stakeholder.
- Click a user to see per-document dwell time and page heatmaps.
Signals to watch
- Multiple deep reads on Financials and Contracts.
- High dwell time on Risk sections → prepare answers in Q&A.
5) Collaboration Tools (Comments & Q&A)
What it is: Threaded comments, private notes, and a formal Q&A workflow.
Why it matters: Keeps sensitive questions out of email; creates an auditable trail.
How to use it
- Open a file → Comments to tag teammates (internal-only).
- Enable Q&A for external parties to ask questions.
- Assign questions to owners, set status (Open/In Review/Answered).
Best practices
- Use Saved Replies for FAQs.
- Link answers to exact page references to reduce back-and-forth.
6) Multi-User & Role Management
What it is: Roles like Admin, Contributor, Viewer with scoped permissions.
Why it matters: Scale your deal team safely—bankers, legal, finance, engineering—without granting blanket access.
How to use it
- Room Settings → Members → Invite (email or secure link).
- Choose a role at invite time.
- Create Groups (e.g., “Buyer Team A”, “Legal Counsel”) to bulk-manage.
Role cheat sheet
- Admin: full control, room settings, invites.
- Contributor: upload/edit content, can’t manage room settings.
- Viewer: read-only access per assigned folders/files.
7) Dynamic Watermarking
What it is: Automatic overlays with user name, email, timestamp, IP.
Why it matters: Deters leaks and enables fast source identification if content escapes.
How to use it
- File or Folder → Security → Watermark → On.
- Customize fields (e.g., email only) and opacity.
- Preview before applying broadly.
Tip: Pair watermarks with no-download for maximum protection.
8) One-Click Update (Unique to DeelTrix)
What it is: Notify all relevant users of new/changed content with one click.
Why it matters: Keeps every stakeholder synchronized without manual emails or juggling lists.
How to use it
- After uploading or revising docs, click One-Click Update in the room header.
- Choose audience (all external users, specific groups, or only internals).
- Add a short changelog (e.g., “Updated FY24 ARR and cohort analysis”).
Good practice
- Send weekly “What’s Changed” recaps during active diligence.
- Pin the latest update on the room overview.
9) Document Support (Multiple Types)
What it is: View and protect PDF, DOCX, XLSX, PPTX, images, and more.
Why it matters: No format juggling; reviewers stay within the secure viewer.
How to use it
- Upload docs directly; DeelTrix converts where needed for secure view-only.
- Maintain versions; label them (e.g., v1, v2-post-auditor).
Tip: For spreadsheets, use “Sheet Tabs” navigation and cell-level zoom for readability.
10) Custom Branding (Logo & Themes)
What it is: Add your logo, brand colors, and theme to the room experience.
Why it matters: Professional look & trust with investors and buyers.
How to use it
- Org Settings → Branding.
- Upload logo, set primary/secondary colors.
- Optional: configure custom domain (e.g., data.yourcompany.com).
Tip: Add a branded Welcome message and “Contact” info to the room homepage.
11) Secure Viewing (View-Only & Download Block)
What it is: Controlled viewer that blocks downloads, prevents copy, supports print locks, and embeds watermarks.
Why it matters: Share sensitive materials without losing custody.
How to use it
- File → Share → set View-Only.
- Disable Download/Print and enable Watermark.
- Use Open-in-Viewer links in communications—avoid sending attachments.
Tip: For board decks and legal opinions, keep view-only until sign-off.
12) Notifications (Instant Alerts)
What it is: Alerts when critical events happen: views, downloads, comments, Q&A.
Why it matters: Time your outreach when interest peaks (e.g., buyer reviewed financials 10 minutes ago).
How to use it
- Profile → Notifications → toggle email, Slack, or in-app.
- Set alerts for specific folders (e.g., Financials).
- Use Digest mode for daily summaries during quieter phases.
13) Compliance & Audit Trail (GDPR-Ready)
What it is: Immutable logs of who did what, when, from where. GDPR-aligned data handling.
Why it matters: Evidentiary record for regulators, boards, buyers, and counsel.
How to use it
- Room → Audit Log to export CSV/PDF.
- Filter by user, file, action (view, download, comment).
- Use Access Review to certify least-privilege at milestones.
Tip: Export the audit trail at LOI and close for your deal binder.
14) Trial (Try Before You Commit)
What it is: A full-featured trial to kick off your first room and invite a few stakeholders.
Why it matters: Validate fit, structure your folders, and test analytics with live reviewers.
How to use it
- Start a trial, create one data room, invite a limited set of users.
- Use this guide to configure security and branding.
- When ready, upgrade and keep all your setup intact.
15) Pricing (Startup-Friendly; No Per-Room/Page Tax)
What it is: Transparent plans designed for small teams & startups. No surprise per-room or per-page charges.
Why it matters: Predictable cost as documents and diligence scope grow.
How to think about it
- Choose a plan by team size and external stakeholder count.
- Scale users and rooms without worrying about document volume.
- Consolidate tools (e-signature, file sharing, deal analytics) to lower your stack cost.
Quick Start Checklist (Copy/Paste)
- Create a Data Room using the M&A template.
- Add folders: 1. Corporate, 2. Financials, 3. Legal, 4. Product/Tech, 5. HR.
- Upload key docs; set View-Only, No Download, Watermark.
- Invite team as Contributors, investors as Viewers.
- Turn on Q&A and Notifications (email/Slack).
- Send your first One-Click Update with a changelog.
- Review Analytics after 24–48 hours; prioritize follow-ups.
- Export Audit Log at major milestones.
FAQs
Q: Can I hide certain folders from an investor group?
Yes. Assign folder-level permissions to specific Groups (e.g., “Buyer A”). Others won’t see the folder at all.
Q: How do I prevent downloads but still allow reading?
Set View-Only and disable Download/Print; keep Dynamic Watermarking on.
Q: Can I notify only a subset of people with One-Click Update?
Yes. Choose Groups or Selected Users when sending the update.
Q: How do I track the most engaged investors?
Use Analytics → Users, sort by dwell time and return visits, then drill down into file heatmaps.
Share investor decks securely with live updates, page analytics, and instant revocation controls.
Organize financials, contracts, and compliance docs in one secure room with audit trails.
Control sensitive contracts and regulatory files with watermarking and access restrictions.
Send proposals with engagement signals and track which sections prospects value most.
Distribute reports with visibility into reader activity and keep conversations in-platform.
