Basic Plan

Secure document sharing for short-term needs.

$299

Paid Today
3-months short-term
4th Month continue $125/monthly

Subscribe

1 Project / (Data Room)
2 Administrators
50 Users for secure access
1GB Cloud Secure Storage

  • Templates
    Fast consistent structure

  • Audit Tracking
    Records every action

  • Reporting 
    Complete Real-time view

  • Watermarking 
    Protect & discourage misuse

  • User Management
    Permissions with precision

  • Activity Notifications
    Notification of changes

  • Room Email Messages
    Communicate directly with users

  • White Labeling Room
    Branded & professional 

  • Archiving
    Post completion Zip

Starter

Securely share & track one project with confidence.

$89

Paid Monthly
Term 1-year
Renews annually

Subscribe

1 Project / (Data Room)
2 Administrators
50 Users for secure access
1GB Cloud Secure Storage

  • Templates
    Fast consistent structure

  • Audit Tracking
    Records every action

  • Reporting 
    Complete Real-time view

  • Watermarking 
    Protect & discourage misuse

  • User Management
    Permissions with precision

  • Activity Notifications
    Notification of changes

  • Room Email Messages
    Communicate directly with users

  • White Labeling Room
    Branded & professional 

  • Archiving
    Post completion Zip

Business

Manage multiple secure projects with full visibility.

$595

Paid Monthly
Term 1-year
Renews annually

Subscribe

5 Projects / (VDR) with
3 Administrators
Unlimited Users
3GB Cloud Secure Storage

  • Templates
    Fast consistent structure

  • Audit Tracking
    Records every action

  • Reporting 
    Complete Real-time view

  • Watermarking 
    Protect & discourage misuse

  • User Management
    Permissions with precision

  • Activity Notifications
    Notification of changes

  • Room Email Messages
    Communicate directly with users

  • White Labeling Room
    Branded & professional 

  • Archiving
    Post completion Zip

  • Two-factor Security (2FA)
    Confidence & security

Professional

Run deals, relationships, and workflows in one system.

$895

Annual Paid Monthly
Term 1-year
Renews annually

Subscribe

10 Projects / (VDR) with
Unlimited Users for VDR
5 CRM User Seats
10 GB Cloud Secure Storage

 

Includes everything in "Business" plus:

  • CRM
    Manage contacts and companies

  • Engagements
    Track contracts and deals
  • Dashboards
    Live business visibility

  • NDA and Agreements
    Automated approvals
  • Unlimited Scaling
    No record limits

  • User Controls
    CRM and VDR permissions

  • Activity Tracking
    Track all user actions

  • Email Marketing
    Prospect and nurture leads

  • Drip Campaigns
    Automated outreach
     
  • Project Management
    Tasks and timelines

  • Report Builder
    Clear performance insights

  • Compliance-ready logs
    FINRA, SOC2, HIPAA,  FDA

  • Outlook or Gmail
    Email integration

  • Docusign Integration
    Send & track signatures

  • Time and Billing
    Invoices and payments

  • Website I-Frame Forms
    Capture leads directly
  •  

Basic Plan

Secure document sharing for short-term needs.

$299

Paid Today
3-months short-term
4th Month continue $125/monthly

Subscribe

1 Project / (Data Room)
2 Administrators
50 Users for secure access
1GB Cloud Secure Storage

  • Templates
    Fast consistent structure

  • Audit Tracking
    Records every action

  • Reporting 
    Complete Real-time view

  • Watermarking 
    Protect & discourage misuse

  • User Management
    Permissions with precision

  • Activity Notifications
    Notification of changes

  • Room Email Messages
    Communicate directly with users

  • White Labeling Room
    Branded & professional 

  • Archiving
    Post completion Zip

Starter

Securely share and track one project with confidence.

$799

Annual Pre-Paid
Additional features available
25% Savings

Subscribe

2 Project / (Data Room)
2 Administrators
50 Users for secure access
1GB Cloud Secure Storage

  • Templates
    Fast consistent structure

  • Audit Tracking
    Records every action

  • Reporting 
    Complete Real-time view

  • Watermarking 
    Protect & discourage misuse

  • User Management
    Permissions with precision

  • Activity Notifications
    Notification of changes

  • Room Email Messages
    Communicate directly with users

  • White Labeling Room
    Branded & professional 

  • Archiving
    Post completion Zip

Business

Manage multiple secure projects with full visibility.

$5,355

Annual Pre-Paid
Additional features available
25% Savings

Subscribe

5 Projects / (VDR) with
3 Administrators
Unlimited Users
3GB Cloud Secure Storage

  • Templates
    Fast consistent structure

  • Audit Tracking
    Records every action

  • Reporting 
    Complete Real-time view

  • Watermarking 
    Protect & discourage misuse

  • User Management
    Permissions with precision

  • Activity Notifications
    Notification of changes

  • Room Email Messages
    Communicate directly with users

  • White Labeling Room
    Branded & professional 

  • Archiving
    Post completion Zip

  • Two-factor Security (2FA)
    Confidence & security

Professional

Run deals, relationships, and workflows in one system.

$8,055

Annual Pre-Paid
Additional features available
25% Savings

Subscribe

10 Projects / (VDR) with
Unlimited Users for VDR
5 CRM User Seats
10 GB Cloud Secure Storage

 

Includes everything in "Business" plus:

  • CRM
    Manage contacts and companies

  • Engagements
    Track contracts and deals
  • Dashboards
    Live business visibility

  • NDA and Agreements
    Automated approvals

  • Unlimited Scaling
    No record limits

  • User Controls
    CRM and VDR permissions

  • Activity Tracking
    Track all user actions

  • Email Marketing
    Prospect and nurture leads

  • Drip Campaigns
    Automated outreach
     
  • Project Management
    Tasks and timelines

  • Report Builder
    Clear performance insights

  • Compliance-ready logs
    FINRA, SOC2, HIPAA,  FDA

  • Outlook or Gmail
    Email integration

  • Docusign Integration
    Send & track signatures

  • Time and Billing
    Invoices and payments

  • Website I-Frame Forms
    Capture leads directly

Request Assistance 

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Connect with an expert now to build a solution tailored to your needs.
Complete the form to the right, and our team listen and work on a solution. 

Leverage enterprise-grade billing, engagement, and
workflow capabilities built for growth and operational control.

Additional Features Available
Time and Billing
Automated invoicing and payment tracking
Subscription Management and Billing
Recurring billing with built-in automation
Merchant Plug-In (Authorize.net)
Secure payment processing integration
Website Plug-In Forms
Capture and route leads automatically
Products & Services Online
Manage and deliver offerings digitally
Extranet Portal (Customer-Facing)
Secure client access and collaboration
Articles and Blog Tools
Content publishing and engagement tools
CRM Data Migration
Available as an additional service