Streamline Your M&A Due Diligence with ShareVault's User-Friendly, Ultra Secure, Data Room Solution

Mergers & Acquisitions is a complex process that typically requires hundreds of documents and a team of experts, some in remote locations. The content of documents and communications must remain confidential to avoid cyberattacks and leaks to competitors. And time is never a friend: the push to get the process completed creates a pressure-cooker environment.

Fortunately, ShareVault has a 15-year history in M&A, with more than $50 billion in transactions. ShareVault’s ultra-secure virtual data room ensures the highest level of security, and our user-friendly software tools accelerate the M&A process from start to finish.

ShareVault’s industry-leading features help the M&A team:

  • Quickly and efficiently organize documents
  • Collaborate with team members and third parties
  • Develop a deal sheet
  • Present your proposal to potential buyers in a secure environment
  • Prepare and present a detailed audit report

Throughout the process, your M&A team has 24/7 access to the ShareVault support team.

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Virtual Data Room Key Benefits

ShareVault’s M&A content management and organization features make uploading, viewing, and managing your documents a breeze.

  • ShareVault provides a free Due Diligence Checklist. Simply download the template and start naming folders and uploading documents
  • To speed uploading, your team administrator can choose to bulk upload. With ShareVault’s app integration feature, your document sources can include DropBox, Box, Google Drive, Microsoft SharePoint & OneDrive, and DocuSign
  • As you upload, add a “hierarchical tag” to documents allowing you to place a document into multiple folders without making multiple copies of the document
  • ShareVault’s advanced search functions include searching by keyword(s), subject, author, and date
  • Once your documents are uploaded, invite your team and collaborators. ShareVault’s permissioning protocols ensure that only authorized users have access to documents. For each user, the administrator defines usage, including view-only restrictions or limitations on printing, downloading, and taking screenshots, as well as a potential end-date for access
  • For additional security, ShareVault’s VDR requires two-factor authentication and each user’s device IP address is registered
  • The administrator can choose to apply Dynamic Watermarking to any downloaded document, and can “remotely shred” a document, even after it has been downloaded
  • Each user’s activity is monitored – which documents, date and time, actions taken
  • The team leader can use the activity register to gauge productivity. The activity register is also an essential element for audits

ShareVault is Ready When You Are

With bank-grade security, our Due Diligence Checklist, and time-saving features, ShareVault is the smart choice for M&A. Let’s talk!

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M&A Due Diligence Webinars and White Papers

We frequently partner with M&A experts to produce webinars and white papers on M&A best practices. To learn more, please visit our M&A Best Practices Series page.

Focus On Your Deal. Not On the Data Room.

ShareVault allows you to "remotely shred" a document you no longer want someone to open.

ShareVault allows you to revoke a user's permission to open a document, even if the user has already downloaded and opened the file to their computer or device. Because ShareVault protects all of your files with AES-256 bit encryption, you can make sure that the party that backed out of the deal (or which you cut out of the deal) no longer has access to any of your confidential information. Plus, ShareVault incorporates this functionality without requiring clunky plug-ins that frustrate users and slow down the document review process.


Remotely Shred Documents Even After Download

ShareVault enables you to easily "stage" documents to gradually give users and groups access to increasingly confidential documents as they display greater interest and trust.

It is essential that you have flexibility in assigning permissions for a particular user or group of users, which will allow you to gradually give certain groups more access to documents that have higher confidentiality. With ShareVault, you can quickly change permissions as a group moves along the merger and acquisition process. You can easily specify whether or not users have the right to print, save, copy/paste text, capture the screen or access the original document, and whether a watermark should be applied.


Set Flexible Security Permissions

ShareVault allows you to set an expiration date to ensure reviewers can only see a document until a specific time.

Any viewing policy in ShareVault can have an expiration date to ensure that your users are motivated to view documents promptly. By automatically enforcing deadlines associated with your merger and acquisition process, you can move the M&A timeline along more quickly. It is also a great way to ensure that you don't forget to revoke access to a user at a later date when he or she shouldn't have access to the information anymore.


Set Expiration Date for Maximum Security

With page-level user tracking and reporting, ShareVault lets you see who has seen which pages of which documents and for how long.

ShareVault gives you a detailed audit trail showing which users and groups have viewed your confidential documents in the M&A process. By filtering the activity by date/time, activity, group, user or tag, you have valuable information about which party is interested in which aspects of your business. This also enables you to prepare for any questions that the third party may have about your business. Moreover, you can filter activity with a graphical timeline as well as with a scrollable list of events, providing detailed metrics that are invaluable for assessing the progress of M&A due diligence.


User Activity Reporting

With two-factor authentication and single sign-on, ShareVault enhances security and saves your users time and frustration.

Two-step verification, also known as two-factor authentication, provides added security by requiring the user to enter a secure code upon login (delivered by text message to the user's phone, or via the Google Authenticator app, which is available for iPhone, Android, Windows Phone and Blackberry). You can trust that your documents are secure, even when you are sharing them with users who aren't as concerned about their security as you are. What's more, ShareVault automatically logs users out after a specific amount of idle time, but when they log back in, they see the exact screen that they were last on, saving time and frustration.


Require Users to Authenticate with a Code

ShareVault automatically converts all of your files to PDF for maximum document security.

By automatically converting documents to PDF when uploaded (except when you choose not to do so), ShareVault ensures that your documents cannot be altered by a third party who is accessing your data room. You can also set the permissions to either allow end-users to access the original document or to prevent them from accessing it, such that they can only view the protected PDF. In this way, you can give some more trusted groups access to the original Excel file, for example, while others who haven't yet gained your trust can only see the PDF version.


Automatic Conversion to PDF for Maximum Security

ShareVault seamlessly synchronizes with DocuSign and other web-based applications without compromising security.

You can send documents out for signatures using DocuSign, without requiring that those documents leave the secure location within ShareVault. You can also integrate with Box, DropBox, SharePoint, and Microsoft 365, such that any updates you make to a certain directory or directories will also be updated in ShareVault for your end-users to see. And within ShareVault, you can take advantage of all the powerful DocuSign features, such as email alerts, signature placements, form fields, template design, and the eSignature workflow flexibility.


Secure Integration with DocuSign, Box, DropBox, Microsoft 365, SharePoint

ShareVault's Q&A section allows you to route users' questions securely to the subject matter expert for answers.

Your end-users can easily ask private questions about your documents and then have the question routed to Q&A Moderators, who will be notified whenever your users ask questions. Moderators can forward questions to appropriate subject matter experts, and then approve or reject the response before replying to the end-user. The moderator(s) can decide to share questions and answers with other users, or just with the one who asked the question. This feature prevents the accidental leakage of confidential information that occurs if questions are answered via email.


Secure Questions and Answers

ShareVault provides a "View As" option, enabling you to double-check that a user's permissions are set correctly.

Even with the best M&A software tools, mistakes can be made. That's why we have made it easy to double-check that certain users and groups cannot see confidential information that is stored in your ShareVault. Using ShareVault's "View As" feature, you can view your files from the perspective of a particular user, giving you more confidence that permissions are set correctly, and that users can't see information they shouldn't be able to see.


View As a User to Double-Check Security Policies

Companies in M&A processes choose ShareVault because it is easy to use and makes it a snap to organize and find documents, set security policies, and upload documents for secure sharing.

Ease of use is a crucial feature of any software. If it is difficult to use, mistakes are more likely to be made, and admin users will complain about the time it takes to set the software up and use it. In addition, your end-users will have a difficult time finding what they need, causing them to spend less time viewing the documents you want them to see. Though ShareVault is feature-rich, highly secure, and powerful, it is also intuitive and user-friendly.


Easily and Securely Organize and Find Documents

Dynamic Native File
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Are you ready to take document security to next level?

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ShareVault M&A Customer Testimonials

"Novalar recently completed an important sell-side M&A deal using ShareVault. The buyer found the ShareVault interface to be very intuitive and easy to learn, navigate and use. This was their first exposure to a virtual data room, and they were very impressed with ShareVault's excellent performance. From our standpoint, we didn't encounter a single problem or technical issue with ShareVault. It downloaded documents in seconds and, unlike other VDRs, did not require a lot of steps to complete each task. As an administrator, it was very easy to learn and use, which simplified the process considerably and made ShareVault a very cost-effective solution."

— Derek Kelaita, Senior Director, Corporate Development, Novalar Pharmaceuticals

"The ability to use ShareVault from a user perspective was straightforward, intuitive, and easy to learn. More importantly, the administrator we assigned to our ShareVault was able to learn the procedures for setting up the file structure and how to control access rapidly. The tracking metrics were great, allowing us, on a real-time basis, to see who had been accessing each document and for how long they were logged in. ShareVault remained up and running during the entire sale process. I was very happy with the selection of ShareVault and felt that it contributed to the ability to complete our process on a timely basis."

— Mark Fischer-Colbrie, former CFO, Adeza Biomedical.

"ShareVault was a tremendous asset to facilitate our recent deal in several ways. Most importantly, ShareVault was “there” when anyone from either side had data room questions or needs. ShareVault is very intuitive, and the buy-side appreciated the ease of use and responsiveness."

— Jim McCarthy, former Sr. Vice President, Corporate Development, EGEN, Inc.

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