Locate M&A Diligence Docs Across Drive (Securely)

Speed kills deals—unless security kills speed.

The Pain

Diligence rooms explode with PDFs and spreadsheets. Teams email links, access expires, and someone inevitably shares the wrong file.

The AI Advantage

• Permission-aware search: indexes only approved folders.
• Tagging engine: classifies by workstream (Financial, Legal, Tech).
• Expiry alerts: flags links about to break or violate NDA scope.

How It Works

1. Search project:"Atlas" type:diligence access:active
2. Open Data-Room Dashboard → see who has what.
3. Share controlled bundle with auditors in seconds.

Results

• −70 % diligence search time
• Zero access leaks
• Faster deal close

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