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M&A Due Diligence

The AI data room built for M&A.

Permission-fenced AI that answers buyer questions with exact citations, tracks engagement across buyer groups, and never sees beyond the security boundary you set.

No per-page feesZero AI data retentionSet up in minutesWhatsApp/SMS invites & updates

The Challenge

M&A due diligence hasn't kept up with the deals.

Buyers review thousands of pages. Sellers manage multiple buyer groups. Legacy tools weren't built for this.

Buyer Isolation

Multiple buyer groups need separate access to different document sets. Legacy VDRs rely on folder permissions — Sifrsys enforces boundaries at the database level.

Speed of Review

Analysts spend weeks reading contracts manually. AI Q&A lets them ask questions and get cited answers in seconds — across thousands of pages.

Deal Visibility

Sellers need to know which buyers are serious. Room Intelligence tracks engagement by buyer group and alerts when interest drops.

How It Works

From document upload to deal close.

A modern M&A data room workflow in three steps.

Step 01

Upload and organize your deal documents.

Drag and drop thousands of pages. Smart Sort AI auto-categorizes documents into standard due diligence folders — financials, legal, corporate, IP. Review suggestions, adjust, and apply in one click.

  • AI auto-categorization into deal folders
  • PDF, DOCX, XLSX, PPTX — all parsed automatically
  • Full-text indexing for AI retrieval in seconds
Smart Sort — Auto-Categorization
Merger Agreement.pdf → Legal
Financial Model.xlsx → Financial
IP Assignment.pdf → IP
Board Resolution.pdf → Corporate

Step 02

Set permissions per buyer group.

Create permission groups for each buyer, their advisors, and your management team. Five permission levels — none, fence, view, download, full — per document, per folder, per group. The AI respects every boundary.

  • Separate buyer groups with isolated document access
  • AI fenced by Row-Level Security — not just folder logic
  • Magic link invites via WhatsApp, SMS, or email — no accounts needed
  • Clickable citations — click and jump to the exact page or cell
Permission Boundary — Buyer Group A
Accessible
Merger Agreement
Financial Model
Fenced
Management Comp
Board Minutes
Buyer Group A sees 2 documents — AI retrieves only from these

Step 03

Monitor engagement and close the deal.

Room Intelligence tracks which buyer groups are most active, which analysts are doing deep dives, and which parties are going cold. Ask natural-language questions about deal activity and get data-backed answers.

  • Engagement tracking per buyer group, per analyst
  • Automatic alerts when parties go cold
  • WhatsApp/SMS notifications for new documents and deal updates
  • Analysts review on mobile — the full VDR works on phone and iPad
  • Tamper-proof audit trail for compliance
Room Intelligence — Deal Activity
Buyer Group A — 3 analysts averaging 52 min/session, focused on financials
Buyer Group B — last activity 5 days ago, consider a follow-up
Which buyer is closest to submitting an LOI?
Based on engagement patterns, Buyer Group A is the strongest candidate. Their 3 analysts have spent 78% of review time on financial projections and the merger agreement — typical pre-LOI behavior.

Flat pricing. No per-page tax. Legacy VDRs charge per page uploaded, turning large deals into five- and six-figure line items. Sifrsys starts free (1 room, AI included). The Teams plan at $399/mo covers most deals. Pro at $999/mo for multi-track processes. No per-page fees, no per-user fees.

Why Switch

Legacy VDRs charge per page and can't answer questions.

Sifrsys replaces the per-page tax with flat pricing and adds AI intelligence.

Legacy VDRSifrsys
AI Document Q&A Manual search only Permission-fenced AI with citations
Deal Intelligence Basic logs AI deal advisor with alerts
Pricing Model Per-page fees common Flat monthly, no per-page fees
Mobile Access~ Limited or app-dependent Full VDR + AI on mobile, WhatsApp invites
AI Data Retention~ Varies Zero retention, no training
Setup Time Days with sales call Minutes, self-service

AI Document Q&A

Legacy VDR: Manual search only

Sifrsys: Permission-fenced AI with citations

Deal Intelligence

Legacy VDR: Basic logs

Sifrsys: AI deal advisor with alerts

Pricing Model

Legacy VDR: Per-page fees common

Sifrsys: Flat monthly, no per-page fees

Mobile Access

Legacy VDR: Limited or app-dependent

Sifrsys: Full VDR + AI on mobile, WhatsApp invites

AI Data Retention

Legacy VDR: Varies

Sifrsys: Zero retention, no training

Setup Time

Legacy VDR: Days with sales call

Sifrsys: Minutes, self-service

M&A Data Room FAQ

Common questions about AI-powered M&A data rooms.

Sifrsys uses permission-fenced AI that respects Row-Level Security boundaries. When a buyer's analyst asks the AI a question, it retrieves answers only from documents within their permission group. It cannot see management-side documents, other buyer groups' materials, or anything outside the analyst's access level. Every answer includes clickable citations linking to exact pages and cell ranges.
Yes. Sifrsys uses a zero-retention AI architecture. Your documents, queries, and AI conversations are never used for model training. All processing is stateless — data is processed in memory, answers are returned, and nothing is retained. No deal information ever leaves your security boundary.
Legacy VDRs store and share documents but lack intelligence. Sifrsys adds permission-fenced AI document Q&A with cited answers, Room Intelligence AI deal advisor with engagement alerts, and page-level analytics — on top of full VDR security features. And pricing is flat monthly — no per-page fees that can reach $0.50–2.00 per page with legacy providers.
Yes. Sifrsys supports 5 permission levels (none, fence, view, download, full) with group, folder, and document-level overrides. Each buyer group sees only what you've authorized. The AI is fenced by the same boundaries — it cannot reference documents outside a participant's access level, even if they exist in the same room.
You can create a data room, upload documents, and invite participants in minutes. Documents are automatically parsed and indexed for AI retrieval. Participants get passwordless magic link access — no account creation needed. Smart Sort AI auto-categorizes documents into standard due diligence folders.

Start Your Deal

Run your next M&A in Sifrsys.

Permission-aware AI, verifiable citations, and deal intelligence — inside a data room built for transactions.

Free to start · No per-page fees · No credit card required

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