CapabilitiesVirtual Data Room
A data room that keeps working after diligence.
Secure every document, control who sees it, and know who opened what. Then keep using the room: Sherpa reads it, answers questions from it, and turns what diligence found into the integration plan at close.
Virtual Data Room
What's included.
Documents file themselves
Every upload lands in the right diligence folder without anyone sorting it.
Tables stay tables
Sherpa reads financials and cap tables as tables, so answers about the numbers are right.
Scanned before anyone opens it
Every file is malware scanned. Until it's clean, nobody can view or download it.
Permissions by folder
Advisors, lenders and the other side see only what you've granted them.
Watermarking
Views and downloads are watermarked when the room requires it. Files that can't be watermarked aren't released.
Redaction
Redact sensitive material before you share it. The original stays protected.
Tracked share links
Send a document to someone outside the room and see exactly what they opened.
Requests and Q&A
Diligence requests and questions run inside the room, next to the documents that answer them.
A tamper-evident audit log
Every upload, view, download, print, move and access change is logged, in order, and can't be quietly edited.
Nothing is ever lost
Deleting a document archives it. Every risk and answer that cited it still works.
Bulk download
Download a folder or a selection in one file, within the permissions you hold.
A firm data room
A separate room for firm documents that don't belong to any one deal.
The difference
Most data rooms end at close. This one doesn't.
A traditional VDR is archived the day the deal closes. Sherpa's keeps going, because everything after close depends on what's in it.
Traditional VDR
- Documents
- Close
- Archive
Sherpa
- Documents
- Findings
- Risks
- Decisions
- Integration
- Value creation
- EvidenceFor R&W and earn-outs
Diligence becomes the plan.
At close, the integration plan starts from the same folders diligence filled. An issue found in a contract becomes a risk, a decision and a task in the legal workstream, with the contract still attached.
Nobody rebuilds the deal in a tracker the week after signing.
- Every finding points back to the page it came from
- Risks, decisions and tasks keep their evidence attached
- The room stays open for R&W and earn-out evidence after close
Working alongside you
Dewey files every document the moment it lands and keeps the room in order, so your team spends diligence reading, not sorting.
Part of the whole deal
Nothing starts from scratch. Nothing gets left behind.
Before
A target from your pipeline converts and the room opens with your research already in it.
After
Diligence reads the room. At close it starts the integration plan, and later backs R&W and earn-out positions.