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Virtual data room for finance and diligence

A clearer roomfor consequential decisions.

Structure due diligence documents, control participant access and keep document activity readable through every stage of a transaction.

Active transactionProject Cobalt / Series B
Room live
Diligence index54 documents · 4 review groups

Build the diligence index

64%
Corporate structure11 files
Complete
Financial performance18 files
In progress
Commercial model14 files
3 missing
Indexed material54 documents
Review groups4 participant sets
Open questions12 visible items
Boundary statePolicy active
A room with an index

Everyone knows where the work stands.

Turn a loose document dump into a navigable diligence structure. Categories, current versions and outstanding items remain visible without exposing more than each participant should see.

01 / Corporate structure

The entity record stays current and navigable.

Keep governance documents, ownership context and the selected versions together for the people assigned to review them.

Governance4 current files
Ownership3 current files
Agreements4 current files
Readable engagement

See the review trail without guessing intent.

Document and page activity show where attention occurred. FileMentra records application events; your team decides what those events mean for the process.

Activity is operational evidence, not proof of understanding, intent or a financial conclusion.
Project Cobalt / document activityLast 7 days
Revenue model
28 events
Customer cohorts
17 events
Operating plan
23 events
Cap table
14 events
Access follows the participant

One transaction. Different readable boundaries.

01 / Core team

Prepare and organize

Build the index, manage current versions and see the full workspace required for the process.

Workspace accessVersion management
02 / Advisors

Review in context

Give counsel, finance and specialist reviewers the categories and activity their role needs.

Selected categoriesScheduled access
03 / External parties

Enter through policy

Apply identity, agreement, domain, network and download rules before protected material opens.

Identity verifiedDownloads controlled
From room to record

Close with the same clarity you opened with.

Keep the selected versions, access changes and activity export understandable after the active review ends.

01

Freeze the selected package

Identify the current documents used for the final review.

Version locked
02

End external access

Revoke guests or let configured schedules expire.

Boundary closed
03

Export the activity record

Produce a readable report of application events and configured policy.

Report ready
What FileMentra provides

Secure diligence workflow controls.

Structured rooms, recipient-specific access, version context, revocation and readable application activity.

Where judgment remains

Your analysis. Your obligations. Your decision.

FileMentra does not provide investment, accounting or legal advice, determine compliance, verify financial accuracy or make transaction decisions.

Start with the room

Make diligence easier to navigate—and harder to misunderstand.

Plan your diligence room