Features to manage sensitive information:
Create separate TeamSpaces aligned with each portfolio company, your internal teams, and external stakeholders. Configure and customize branding, permissions, and module settings.
Set permissions to entire folders or individual files, by user. Designed to allow specified users access to information in the way it is intended.
Strengthen security around documents by storing on our encrypted database. Configure content retention settings to align with your internal policies. Take advantage of generous file allowance and a consolidated view of files and projects.
Keep transactions, contracts, and other sensitive documents digital and manage e-signatures within the platform.
VOTING & APPROVALS
Vote and approve items with one click. Built-in reporting automatically collates responses into presentation-ready graphical formats.
VERSION TRACKER & FULL TEXT SEARCH
Collaboration made simple - know when a change was made and by who, and locate information easily with advanced search capabilities.