The diligence project manager for brokers and M&A advisors
Your seller adds documents in batches, as they turn up. ClosingVault files each one against your diligence checklist, puts every bank statement under its own account, and shows what’s still missing. You run the buyers.
Your week, job by job
Shown on Project Larkspur, an invented deal with three invented buyers. The screens are the real product.
Chasing documents
Each document is matched to the request it answers, and every item stays open until it’s answered. You chase only what’s missing.
Give any item a deadline and overdue items are flagged. Release the checklist by phase, today or on a set date. The seller works from the same list.
Buyer questions
A buyer asks about a file or about anything at all. Answer with the document linked, or route the question to the seller. The seller drafts; the buyer sees it only after you release it.
Answer once for everyone: publish an answered question to the shared Buyer Questions area, and every buyer with access to the CIM reads it, with the asker never named. An answer can only link files that buyer is allowed to see.
Buyer interest
Stage, last active, documents opened, views and downloads, and how much of what each buyer can see they’ve opened. Straight from the audit log.
Revoke a buyer and their history stays on the record.
Access
Signing the NDA opens the CIM. A submitted LOI opens diligence. You decide who may download; everyone else reads in a viewer stamped with their name and the time, with printing and copying suppressed.
Hide any single document from buyers, or from the seller, in one click.
Exclusivity
Accept an LOI and set when exclusivity starts and how long it runs. Your seller validates it, and every extension, so the client’s agreement to the dates is documented, not remembered.
Backup buyers stay informed and on the hook. They’re told an LOI has been tentatively accepted, their access pauses rather than ends, and it comes back on its own if the deal washes out. A countdown keeps you and your seller on the same date.
On the record for every accepted LOI
A defensible record
If a buyer later says something was withheld, or a deal is challenged, the room shows what happened. The seller’s own certifications are on the record, not your word. The log is tamper-evident and hash-chained: entries can’t be edited or deleted in the app, and each is chained to the last.
Pricing
A traditional data room stores files where someone puts them. ClosingVault works as your automated due diligence project manager: it tracks every item on the request list and its deadline, files and matches each document as it arrives, shows what’s still due, routes buyer questions to the seller and back, and keeps a tamper-evident record of all of it.
It files what it is confident about and puts the rest in a one-click review queue. Every decision your team makes there improves how it files similar documents, and that learning stays with your firm.
Only the people you allow, person by person. Everyone else reads in a viewer stamped with their name and the time, with printing and copying suppressed.
The firm that opens the room pays. You get 30 days free on one deal room with your own checklist; paid plans include the full ClosingVault checklist. The first 25 firms keep founding pricing for as long as they stay subscribed without a gap.
30 days free with your own checklist. Founding pricing for the first 25 firms, kept as long as you stay subscribed without a gap.