Everything in DataRoom Snap
An AI-native data room for the buy-side analyst. Diligence Co-Pilot, DRM, ethical walls, SCIM, MCP server, and a REST API — in one workspace, priced like software, not legacy infrastructure.
38 shipped capabilities across 6 categories
01 / AI Diligence
First-pass diligence, automated
Six Anthropic agents do the reading. You keep the judgment. Every claim cites the page it came from.
Diligence Co-Pilot
A 200-page CIM returns risks, KPIs, precedent matches, and a draft IC memo in 60 seconds — every claim cited.
Learn moreRisk signals
Top-5 red flags per deal: litigation exposure, covenant language, revenue recognition anomalies, customer concentration.
KPI extraction
Revenue, gross margin, net retention, EBITDA, cash burn — pulled into a structured table. 95%+ accuracy.
Precedent search
Voyage-3-large embeddings across your fund’s prior deals. Find similar risks across your own portfolio.
Document translation
Translate single pages or full data rooms across 30 languages. Citations preserved through translation.
Bidder scoring
Rank counterparties by document responsiveness, redline count, and deal-team velocity across the auction.
Memo export
PE, VC, Credit, and M&A templates. Export to Word with citations intact. Bring it to Monday’s partner meeting.
Contract analytics
Extract terms across a stack of agreements. Compare covenants, MFNs, and termination clauses side-by-side.
02 / Data Room
A real virtual data room
Folders, permissions, DRM, and redaction — built so the team receiving the room actually wants to use it.
Folders and index
Auto-categorized index sections. Drag-drop folder management. The index regenerates as documents are added.
Bulk and cloud import
Drop a 2,000-file folder, or pull from Google Drive, SharePoint, Dropbox, Box, OneDrive, or Datasite directly.
DRM and watermarking
Download-once links, per-viewer watermarks, screenshot deterrence, and view-only documents that never leave the browser.
Redaction
Regex, keyword, and AI-detected PII redaction. Burned into the PDF, not a CSS overlay. Reversible audit trail.
Granular permissions
Per-document, per-folder, per-group permissions. View, download, print — each toggled independently per viewer.
NDA clickwrap
Share links gated by an NDA acceptance screen. Acceptance is hashed, timestamped, and exported with the audit trail.
03 / Deal Workflow
Pipeline, not folders of folders
Multi-fund pipeline with ethical walls, deal rooms, and a signature flow — so the deal team operates in one place.
Deals pipeline
Kanban with drag-drop stages. Filter by sector, vintage, partner. Saved filters render in under 200ms warm cache.
Funds and portfolio
Multi-fund and multi-vehicle support. Track portfolio companies, follow-on rounds, and exit pathways per fund.
Ethical walls
Pipeline barriers and conflict detection across deals. Auto-block users who would breach a Chinese-wall policy.
Multi-party deal rooms
Run a buy-side process with sellers, counsel, and quality of earnings teams scoped to non-overlapping document sets.
Signature flow
Send NDAs, term sheets, and side letters for e-signature without a second vendor. Audit chain captures every event.
DealCloud and CRM sync
Push extracted KPIs and memos into HubSpot, Salesforce, Affinity, or DealCloud. Two-way sync with field mapping.
Learn more
04 / Enterprise & Compliance
Compliance posture, stated plainly
Encryption, audit chain, residency, and provisioning — the things security teams need before they sign the order form.
SOC 2 Type II
In progress — target Q3 2026. Type I report and current control matrix available on request under NDA.
Learn moreTwo-factor auth
TOTP enforced for any tier. Backup codes. Required for org admins on Enterprise. No SMS — phishable by design.
SSO and OAuth
Okta, Azure AD, Google Workspace, Ping, OneLogin, generic SAML 2.0. Optional just-in-time provisioning.
SCIM provisioning
SCIM 2.0 user lifecycle. Hire, role-change, and offboard flow from your IdP into DataRoom Snap in seconds.
Tamper-evident audit
Every event hashed into an append-only chain. Detect deletion or reordering. Retained 7 years on Enterprise.
EU data residency
EU-hosted Postgres and Vercel functions available on Enterprise. Data never leaves the region you select.
GDPR self-service
Data export, account deletion, processing record, and a DPA available without a sales call. Article 30 ready.
SIEM and DLP
Forward audit events to Splunk, Datadog, or any S3 sink. DLP policies block exfiltration of flagged categories.
05 / Platform & API
Programmable from day one
A REST API, a published MCP server, and webhooks — so Co-Pilot fits the stack you already operate.
MCP server
Ten tools published as @dataroomsnap/mcp-server on npm. Drop into Claude, Cursor, or any MCP client.
Learn moreREST API
OpenAPI-typed REST endpoints for deals, documents, runs, and memos. Per-key scopes. Token-based auth.
Scoped API keys
Generate keys with least-privilege scopes (read deals, run Co-Pilot, MCP). Rotate from the dashboard.
Webhooks
Signed delivery for run.completed, risk.flagged, memo.exported, and document.viewed events. Replay from the log.
Per-org rate limits
Co-Pilot caps at 30 runs/min per user and 200 runs/hour per org. Burst credits available on Enterprise.
Zapier and n8n
Trigger Co-Pilot runs from inbound email, calendar, or any of 6,000+ connectors. No code required.
06 / Insights & Analytics
See who looked, and what they did
Viewer sessions, bidder leaderboards, and spend dashboards — the same telemetry your sell-side already has on you.
Viewer sessions
Who opened what, for how long, and which section they re-opened. Time-on-page broken out per document and folder.
Contract analytics
Dashboards across an executed-contract corpus. Average covenant tightness, MFN frequency, termination triggers.
Bidder leaderboard
Rank bidders by document engagement, redline cadence, and Q&A activity. Surface stalls before they kill the deal.
Co-Pilot spend
Cost-cap banner per user. Sparkline of runs and tokens over 24 hours. Anomaly detection alerts on runaway usage.
Start a free 14-day trial
No sales call. No onboarding. Cancel from the dashboard at any time. Co-Pilot is included on the Analyst tier and above.