Stop Chasing.
Start Closing.
AI-powered platform that guides your clients through what's needed to close—where tasks, files, conversations, and teams come together in one workspace—so you can drive deals forward instead of chasing documents.
What you're up against
Every question goes through you. Every document gets lost in email. Every status update requires three follow-up calls.
You're not advising—you're coordinating chaos.
15+ hours/week spent chasing documents
The Answer
Vetting Vault eliminates you as the bottleneck.
Everyone sees what's needed, what's done, and what's next—without you having to manage it all.
No more email ping-pong
No more spreadsheet versioning nightmares
No more "I forgot what you needed"
You drive deals forward. We keep everyone aligned.
Your Request List IS Your Data Room
No more "which Excel file is current?" Every document is tied to its specific request with one source of truth. Lawyers, accountants, and deal team members tend to work in silos - not anymore. Everyone is in one place getting the transaction done.
Stay aligned with built-in collaboration
Stop juggling Email, Slack, Google Drive, Excel, Texts, and Dropbox. Centralize all deal communication in one auditable workspace with threaded discussions, @mentions, and complete history.
Track Real-Time Deal Progress
Real-time activity feeds, sorting, and filtering give you instant visibility into deal progress. Track requests, see what's complete, and identify bottlenecks before they slow you down.
Works with tools you already use
Auto-sync files to Dropbox, Box, Google Drive, and OneDrive. Your existing cloud storage stays up to date as documents arrive.
Intake forms & upload links
Collect documents from anyone without requiring an account. Organized upload portals with PDF templates, or simple one-off upload links for individual requests.
Watermarked share links
Share read-only views of your deal with anyone. Every download is stamped with the recipient’s identity—if a document leaks, you know exactly who.
NDAs & PII redaction
Require NDA signatures before deal access. Automatically detect and remove SSNs, credit card numbers, and other sensitive data from documents during upload.
Complete audit trail
Every action, modification, and download is logged. Your entire deal history in one defensible record when questions arise post-close.
Enterprise-grade security
Two-factor authentication, session timeout controls, role-based permissions, and custom branding. White-label the workspace with your firm’s logo and colors.
I used to spend half my time chasing down documents from the 70 year old HVAC owner that barely uses email. Using Vetting Vault has been a game-changer. The client knows exactly what needs to be uploaded, and my time is spent less on admin work and more on my actual job - getting the transaction to closing.
Deal Orchestration vs. Document Storage
Traditional data rooms store documents. Vetting Vault orchestrates your entire deal workflow - from first request to final closing.
Traditional Data Rooms
Vetting Vault
Store and organize documents in folders
Orchestrate entire deal workflow to closing
Scattered across email chains and calls—no one knows what's happening
Everyone works in one place with full visibility into progress
Manual spreadsheet tracking, unclear ownership and status
Assign requests, track statuses, automatic notifications
Reactive—wait for uploads and chase updates
Proactive—AI guides next steps and notifies stakeholders
Pay per user ($50-200 each)
Free unlimited collaborators
Navigate folder structures disconnected from requests
Request-driven view shows exactly what needs action
Who Uses Vetting Vault?
From advisors to acquirers, lenders to law firms—professionals who need to coordinate complex deal processes and get documents from busy clients.
Enterprise Features at an Easy Price
Why pay enterprise prices when you can get better features, better support, and better results for a fraction of the cost?
Traditional Data Rooms
Per-user pricing adds up quickly
10 users = $2,000+/month
20 users = $4,000+/month
Vetting Vault
Unlimited users included
Unlimited users = $199/month
Save $1,900+/month
No credit card required
Cost Savings
Unlimited Users
Hidden Fees
Migrate Your Lists in Minutes
Frequently Asked Questions
Everything you need to know about Vetting Vault
Ready to Transform Your Deal Process?
Join M&A advisors, private equity groups, searchers, bankers, and deal professionals who've stopped chasing and started closing.
No credit card required
Setup in under 5 minutes
Risk-free trial
$199/month for deal admins • Unlimited collaborators at no extra cost