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.