ClientRoom
The deal, visible to the people paying for it.
A secure client-facing process room: milestone tracking, Q&A management, document control and status updates that keep the CEO informed without another Sunday call.
Real-time
Client visibility
Tracked
Every question
Watermarked
Every page
Worked example
Project Kestrel — client process room
Deal timeline, 2,100-document set, 6 parties with different access
Deal
Sell-side, 4 bidders in round 2
Documents
2,100 across 8 workstreams
Parties
Client, 4 bidders, 2 advisers
Client's usual visibility
A weekly call
Run log
- Model the process
Timeline, milestones and dependencies mapped from the engagement plan.
- Set the permissions
Each party sees only its own lane; bidder activity is visible to the client, never to other bidders.
- Route the Q&A
Bidder questions routed to the right workstream owner with a clock on each one.
- Track disclosure
Every document release recorded — who saw what, and when.
- Publish the client view
Live process status for the client, refreshed as the deal moves.
Output
Press run to work this example end to end. Everything below is produced from the input above — sample data, real output shape: client process room, q&a log, disclosure audit.
Process transparency
Milestones, timelines and open items visible to the client in real time.
Q&A management
Buyer questions routed, answered and version-controlled.
Controlled disclosure
Watermarking and per-party entitlements on every document.
Takes in
- Deal timeline
- Document set
- Party list
Hands back
- Client process room
- Q&A log
- Disclosure audit