Resources
Resources to help you run better deals
Guides, templates, and references covering data room best practices, due diligence workflows, and secure deal collaboration.
Guide · Getting started
What is a data room?
A plain-English guide to virtual data rooms: what they are, how they work, their key features, common use cases, and how to choose one for deals and diligence.
Guide · Getting started
Do I need a data room?
The clear signs you need a virtual data room, when a simple cloud drive is enough, how the two compare, and a quick decision checklist for deals and diligence.
Guide · AI & agents
What is an agentic data room?
An AI-native virtual data room where autonomous agents read, understand and act on your documents — preparing files, redacting, verifying the IRL and drafting Q&A.
Guide · AI & agents
How AI improves virtual data rooms
Where AI genuinely speeds up a deal, stage by stage: preparation, diligence, Q&A, redaction and security, with the deal team still in control.