Deal rooms for named outside parties
Admit a named guest to a deal room as a viewer or contributor, for up to 180 days. Documents are watermarked for the person opening them, and PDFs can be sent for signature with a hash-chained trail and a certificate.
Who uses it
- Partner
- Investment banker
- Private-equity professional
- Outside party
What it does
- Guests admitted by name, as viewer or contributor, optionally allowed to download, for up to 180 days.
- A link and an eight-digit passcode, both shown once and kept only as hashes.
- Every view and download watermarked with the viewer’s name, e-mail and time (PDF, images, Word, PowerPoint, Excel and text).
- Documents sent for signature to members and guests, all at once or in order, with a signed copy and a certificate.
- Questions and answers per guest; contributors’ uploads are malware-scanned.
How it works
- Create the room and share the documents meant for outside parties.
- Admit a guest; hand over the passcode another way than the invitation.
- Send a document for signature; the signed copy is filed in the room.
The controls that protect it
- Five wrong passcodes lock the link for 30 minutes; a guest session lasts two hours.
- Reissuing gives a new link and passcode; revoking ends access at once.
- The signature trail is append-only and hash-chained.
What it does not do (yet)
- Signatures are simple electronic signatures under section 13 of the ECT Act, not advanced electronic signatures, and the certificate says so.
- Deal rooms are in the Enterprise tier.
