Data Rooms for Investment Banking
Streamline M&A, capital raises, and strategic transactions with secure data rooms.
The most secure and easiest way to securely share and review documents.
trusted by 300,000+ professionals to secure their documents
Trusted by thousands of customers worldwide.
We used Orangedox to host our data room for our mergers and acquisitions .. it provided easy access for our clients and reduced the number of steps needed to create and share the data rooms.
Jim Yerxa
President, Atlantic Mergers
Why Orangedox?
One-Click Fully Featured Data Rooms
Setup your data room in minutes with all the features you need to close your deal quickly and easily.
- One-click data rooms created from your existing Google Drive or Dropbox folders.
- Always synced with your Google Drive or Dropbox. No uploading required.
- No limits on the number of documents or files you can have in your data room.
- Prevent your documents and data rooms from being forwarded.
- Track whenever your documents are opened. Right down to the pages that were viewed.
- Brand your data rooms with your logo and colour scheme.
- Use NDA gating & signing so buyers and investors must agree to terms before accessing your confidential documents.
- Assign team members and oversee data rooms so you stay in control even when away from the office.
- Protect your documents with dynamic watermarks with your recipients email.
Customers
Hear what our customers have to say.
Security
Military Grade Security
Orangedox is designed for investment banks running M&A, capital raises, and strategic transactions who require the highest level of security.
CASA Tier 2 Certified
Entire platform audited yearly by independent third party security services.
GDPR & CCPA Compliant
Compliance with the European General Data Protection Regulation and California Consumer Privacy Act.
AWS Data Centers
Data stored and protected by Amazon Web Service (AWS) data centers.
Military-Grade Encryption
Data secured with AES-256 encryption, same standards used by the military.
HIPAA Compliant
Healthcare specific compliance for securing protected health information.
Single Sign-On
Advanced user security authentication with Google Drive & Dropbox.
Deal Intelligence
Understand who's Interested
Identify high-intent buyers or investors by tracking exactly how they interact with CIMs and due diligence documents.
- Know which buyers or investors opened your CIMs, financial models, or due diligence materials.
- See time spent on key pages like valuation, forecasts, or risk sections.
- Spot repeat visitors and engagement from top-tier prospects.
- Compare engagement across buyers by seeing who's reading CIMs and financial models.
- Use real time notifications and analytics by participant to focus senior banker follow-ups.
Confidentiality
Protect Sensitive Deal Documents
Maintain confidentiality with strict access controls and document forwarding prevention.
- Restrict downloads, document forwarding, and unauthorized sharing of deal documents.
- Revoke access instantly when a buyer drops out or loses clearance.
- Add dynamic watermarks to your confidential documents with your recipients email address.
- Keep interested parties siloed, maximizing your deal potential.
- Limit access by device and remotely disable access if a participant's device becomes a risk.
Collaboration
Collaborate Seamlessly with your Team
Empower bankers, analysts, and legal advisors to manage and organize transaction files all from one platform.
- Add team members with role-based permissions.
- Organize CIMs, due diligence files, and contracts in one structured, searchable space.
- Use Team management to give different bankers and advisors the right admin access across deals.
Protected
Watermark Fund Documents
Automatically apply a unique email watermark for each client, buyer, or advisor accessing your deal room.
- Dynamically stamped with each recipient's email on every view or download.
- Applied across quarterly reports, fund performance data, and portfolio updates.
- Deter unauthorized distribution of confidential fund reports and trace document leaks back to the investor who shared them.
- Combine watermarks with page-level viewing logs to maintain a defensible record of who accessed deal materials and when.
Compliance
Deal Compliance
Audit-ready exports. Compliance for regulatory filings and transactions.
- CSV exports for regulatory filings and transaction close documentation.
- GDPR/CCPA compliant for cross-border M&A deals.
- Structured analytics dashboard for senior banker reporting.
The Numbers
Powering document security for thousands of teams globally.
- Documents Served
- 86M
- Investors & Recipients Reached
- 500K
- Data Rooms & Shared Documents
- 250K
- Happy Customers
- 300K
Take a Tour
Learn how to get started in minutes.
Frequently asked questions
Your questions answered.
Complex transactions like capital raises involve sensitive financials, legal documents and contracts. Orangedox makes sharing these files securely as easy task: providing a quick data room setup, secure document sharing & tracking all with your professional branding that's directly tied to your Google Drive or Dropbox.
With Orangedox, you can track exactly which pages of a CIM, financial model, or due diligence document were viewed and for how long. This gives deal teams valuable insight into buyer or investor interest and engagement.
Orangedox integrates directly with your Google Drive or Dropbox. You can create a new data room in minutes without having to upload any files.
Absolutely. Orangedox allows you to brand the data room with your firm's brand, presenting a polished, professional & consistent experience.
Yes. With Orangedox Teams, your bankers, analysts, and legal advisors can collaborate in the same data room, ensuring smooth document management across the entire team.
No. Orangedox seamlessly integrates with both Google Drive and Dropbox and allows you to create and manage your fundraising data room without leaving your existing cloud storage.
Yes. You can restrict downloads and document forwarding so investors can only view documents inside your Orangedox data room. This ensures confidential information like financials or IP to stay secure.
You can share CIMs (Confidential Information Memorandums), financial models, due diligence reports, legal agreements, compliance documents, in a variety of different formats (PDF's, Word Documents, Google Docs, Google Sheets, Google Slides etc..). A full list of the file types we support for online previewing can be found here.
Absolutely. Orangedox integrates seamlessly with Google Drive and Dropbox, no file uploads are ever required. Any updates to your documents in Google Drive automatically synced to your data room, ensuring all parties always have the most up to date copy of your documents.
Unlimited. Orangedox doesn't store your documents; we pull them from Google Drive or Dropbox so you're only limited by your plan there.
Yes, Orangedox is CASA, GDPR, CCPA, and HIPAA compliant. We maintain strict data protection standards.