How a Virtual Data Room Works

document management system

If you’re preparing for an IPO or are considering an M&A or are looking to sell it is essential to know how a virtual data room works. VDRs play a crucial role in deal-making processes and offer security accessibility, usability, and security that traditional collaboration tools cannot compete with.

The VDR allows companies to securely share large volumes of documents in a safe environment with potential investors, buyers and partners. With granular permissions, administrators can control access and capabilities on a per-user basis. This permits you to limit the capability to print or download, as well as rename files. You can also monitor user activity down to the page level and maintain a detailed audit trail.

You can transfer existing documents into the VDR from storage platforms like Google Drive, One drive and Dropbox. This helps you save time and ensures that all your relevant information is readily available for the due diligence process. This will help you avoid redundancies and omissions in the process. Digify’s VDR also offers a safe and efficient method of conducting Q&A sessions with stakeholders during the due diligence process. This allows for any questions to be answered quickly and efficiently, speeding up the deal.

When inviting external users to access the VDR it is essential to consider their needs and how they would like to use the documentation. Certain users will require full access to documents, while others may only need limited access. For instance, a lawyer may require access to the corporate records of the company while investors may be interested in reviewing business plans, financial statements and other documents relating to the investment.

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