Turn SharePoint into a transaction-grade data room — without moving your documents.
Keep files inside your existing environment. Add deal-grade access control, audit logs, watermarking, Q&A, reporting and AI diligence on top.
Workspaces
- Project Atlas
- Falcon Acquisition
- Northwind RE
- Series C Diligence
Documents indexed
12,438
External users
47
Readiness score
86%
AI findings
3 new- Change-of-control clause detected in MSA-2021-014
- 4 expected contracts missing from Commercial folder
- 7 contracts expiring within 90 days
Connects natively with the platforms you already use
Traditional VDRs force you to duplicate, migrate and pay for storage twice.
Every transaction kicks off the same painful cycle: re-upload thousands of files, re-permission them, retrain users, and reconcile changes between systems. Meanwhile your source of truth keeps moving in SharePoint.
- Weeks of setup before the deal can even start
- Document drift between the VDR and your live repository
- Additional storage and licensing costs per deal
- Sensitive files copied to a third-party environment
A secure transaction workspace on top of the repositories you already use.
DealOS connects to SharePoint, OneDrive, Box, Google Drive and Dropbox and projects a deal-grade control plane on top — without copying or migrating a single file.
- Zero document migration — files stay in place
- Granular permissions layered over native folder structure
- Stand up a workspace in hours, not weeks
- Revoke access globally with one click
Everything you need to run a transaction — overlaid on your stack.
A complete VDR control plane that runs against your existing document infrastructure.
No document migration
Connect SharePoint, Box or Drive and start in minutes. Files never leave your tenant.
No duplicate storage
Eliminate per-deal storage fees and version drift across systems.
Enterprise access control
Role-based permissions, SSO, MFA and time-bound access for external parties.
Dynamic watermarking
Per-user, per-session watermarks deter leaks and enable forensic tracing.
Full audit trail
Every view, download and Q&A action logged and exportable.
AI due diligence assistant
Summaries, clause detection and risk flagging across thousands of documents.
Smart Q&A
Threaded questions routed to the right expert with permissioning baked in.
Deal readiness score
Always-on assessment of completeness, risk and bidder engagement.
From repository to running transaction in six steps.
- 01
Connect repository
OAuth into SharePoint, OneDrive, Box, Drive or Dropbox.
- 02
Select folders
Choose the scope. Nothing else is ever read or indexed.
- 03
Create deal workspace
Spin up a branded transaction room in minutes.
- 04
Invite external users
Bidders, advisors and counsel — with granular access.
- 05
Track activity
Live engagement, downloads and Q&A across all parties.
- 06
Use AI insights
Surface risks, gaps and key clauses automatically.
AI that helps teams prepare, manage and accelerate due diligence.
DealOS's diligence assistant reads documents in place, with full permissioning and audit. No training on your data. No copies leaving your tenant.
Explore the platformFind change-of-control clauses
Scan every contract in seconds.
Identify missing documents
Compare against deal-stage checklists.
Summarize contracts
One-paragraph briefs with key terms.
Draft Q&A responses
Grounded answers with source citations.
Flag upcoming expiries
Surface renewal and termination dates.
Score deal readiness
Quantify completeness and risk over time.
Source documents never leave your environment.
DealOS enforces controls at the access layer. Your files remain in your SharePoint, Box or Drive tenant — governed by your data residency, retention and DLP policies.
- Customer-controlled storage
- Microsoft Entra ID / SSO
- Role-based access
- Per-session watermarks
- Granular audit logging
- One-click revocation
Launch a transaction workspace without moving your files.
See DealOS connected to your SharePoint tenant in a 30-minute demo.