Sell side & buy side
M&A and due diligence
Competitive processes with multiple bidders in the same environment, with no risk of information crossover. The dashboard shows in real time who is truly engaged.
- Isolated groups per bidder, with a mirrored index
- Redaction by phase: clean team, confidential, GDPR/LGPD
- Q&A with internal approval before publishing
- Engagement ranking by group and by folder
Funds & investors
Private equity and fundraising
Share theses, portfolio, and financial information with investors while preserving confidentiality and keeping a complete history of every interaction.
- Multi-deal: multiple projects under the same administration
- Dynamic watermark with user, date, and IP
- Proactive reports delivered on scheduled dates
- Compliance Archive at the end of each fundraising round
Capital markets
IPO and follow-on
Thousands of documents required by regulators, coordinators, and advisors, with versioning and an audit trail that stands up to scrutiny.
- Hierarchical index and automatic versioning
- Full-text search, including scanned PDFs
- Administration profiles with segregated authority levels
- Exportable audit trail for the process file
Special situations
Restructuring and distressed assets
Tight deadlines, many creditors, and sensitive information. Environment set up in minutes, with fine control over what each party can view, print, or download.
- Project structured in 10 minutes
- Blocking of viewing, printing, and download
- Access revocation applies to open sessions
- 24/7 support monitoring activity spikes
Legal
Legal, compliance, and litigation
Manage contracts, intellectual assets, investigations, and disputes with reports ready for auditors, regulators, and arbitrators.
- Automatic redaction of personal data (LGPD/GDPR)
- Continuous contractual chain of custody
- Read-only encrypted pen drive with legal validity
- Immutable trail of every view and download
Cross-border
International transactions
Real-time file translation and a bilingual team break down the language barrier between parties in different countries — without documents ever leaving the secure environment.
- Instant translation with group-based approval
- Support in Portuguese, English, and Spanish, 24/7
- Offices in Miami and São Paulo
- Time zones covered by a dedicated project manager