Feature / Capability | DeelTrix (VDR) | SharePoint (Microsoft 365) |
---|---|---|
Purpose-Built for M&A & Due Diligence | Yes – Designed specifically for M&A, fundraising, and due diligence workflows | General collaboration & intranet platform (can be adapted but not a dedicated VDR) |
Granular Document Permissions | Advanced (view, download, watermark, expire per user) | Very granular (site/library/folder/item), link scopes, sensitivity labels, DLP, IRM |
Data Room Structure | Hierarchical folders & multiple data rooms | Sites & libraries with folders, hubs; multiple sites per project |
Real-Time Analytics | Deep Analytics – who viewed, for how long, which page | Usage insights & M365 audit logs; page-time heatmaps not native |
Collaboration Tools | Comments, Q&A section, team collaboration | Rich: comments, co-authoring, @mentions, Teams/OneDrive integration |
Multi-User & Role Management | Admin, Viewer, Contributor roles | Owners/Members/Visitors + custom groups; Azure AD & external guests |
Dynamic Watermarking | Support dynamic watermarking | Possible via Purview labels/Conditional Access; not native on all file types |
One Click Update | Keep internal teams & room users updated with unique ONE-CLICK Update | Alerts/News/Power Automate possible; no dedicated “one-click” broadcast to all rooms |
Document Support | Multiple document type support | Broad support (Office, PDF, images, video); rich web viewers for Office/PDF |
Custom Branding | Your company logo, custom themes | Site theming & logos; tenant branding limited without custom dev |
Secure Viewing | Dynamic watermarking, view-only mode, download block | View-only links, block download, IRM/sensitivity labels, Conditional Access |
Notifications | Instant alerts for views, downloads, comments | Alerts, @mentions, Power Automate flows, Teams notifications |
Compliance & Audit Trail | Full audit logs, GDPR-compliant | Strong: M365 audit, eDiscovery, retention, legal hold, GDPR tooling |
Trial | Yes | Via Microsoft 365 trial plans |
Pricing | Startup-friendly; no per-room/page overages | Per-user via M365 plans; great if you already use Microsoft 365 |
Built for High-Stakes Work
Popular ways teams leverage DeelTrix
Structured Diligence Rooms
Pre-built index templates, buyer groups, and Q&A keep information flowing to serious bidders.
Collaborate with Advisors
Assign owners, track review coverage, and export logs for Investment Committee.
Investor Readiness
Share traction, financials, and legal docs with watermarking and link expiry.
Secure Board Packs
View-only access, device lock, and instant revoke keep materials where they belong.
Speed & Control for Every Deal
Purpose-built controls, analytics, and collaboration to accelerate diligence
Fast, Frictionless Review
Lightning file previews, instant search, and smart indexing keep investors moving through documents.
Protected Sharing
Dynamic watermarking, expiry links, and view-only modes stop unapproved downloads and leaks.
Granular Access
Set permissions by group, folder, or file. Instantly revoke access—no more chasing IT tickets.
Deal Intelligence
See heatmaps, time-on-page, and revisit behavior to focus on the buyers who are leaning in.
Q&A Built In
Threaded Q&A with moderation and access controls—keep sensitive answers within the right groups.
Zero-IT Setup
Go live fast. Add teams, invite buyers, and start diligence without complex onboarding.
What Changes When You Switch
From upload to close—your process becomes predictable, fast, and defensible
Centralize & Structure
Drag-drop your index or use our ready templates for M&A, fundraising, and board packs.
Invite & Control
Create buyer groups, assign permissions, and apply watermarks + NDAs automatically.
Track & Prioritize
Spot engaged parties via analytics. Route Q&A to owners and keep responses consistent.
Close Confidently
Export audit logs, freeze room, and archive for compliance with a single click.
