Security / Access control
SSO & provisioning
Set up single sign-on and SCIM provisioning for your team.
SSO & provisioning updated
Updated just now
Advising your first sell-side mandate? Put the whole deal on one record.
Get startedOne platform, the whole deal
Every stage of the mandate runs on the same record — no exports, no version chasing, no retyping.
Permissioned data room
Admit each party only to the files you name, with every view watermarked and written to the trail.
Learn moreOne stage in, one stage out
Part of the Access control
Set the walls. Gate the room. Log every view.. Jump to any other module on the same record.
SSO & provisioning
Set up single sign-on and SCIM provisioning for your team.
Join the waitlist →The same deal, weeks sooner
Half the calendar, same result
Because every stage reads and writes the same record, the work no longer waits in a queue. A typical sell-side mandate closes in about eight weeks instead of fourteen.
Everything reads the same figures
Valuation, the CIM and Q&A draw on one set of statements, so a stage can start before the last one is filed.
Nothing is exported or retyped
Work moves between stages on the record itself, so the days lost to reconciling versions simply disappear.
One correction, everywhere
Change a number a single time and it flows to every stage downstream in the same moment.
FAQs
You have questions, we have answers.
No. SSO & provisioning runs on the same record as every other module, so nothing is exported, emailed or retyped as the deal moves between stages.
Access is set per document and per party by the platform layer. You admit only who you choose, and can withdraw a permission at any time, including from a link already sent.
It stays on the record. You can reopen the mandate or export a clean, audit-ready trail long after the deal has closed.
Run SSO & provisioning on one shared record.
Bring the whole mandate onto one record — no exports, no version chasing, no retyping between stages.