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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. The room has to keep them apart and keep the review moving.

Buyer Isolation

Multiple buyer groups need separate access to different document sets. Sifrsys enforces each group's boundary at the database level, and the AI answers from inside it.

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 retrieval checks permissions inside the database query
  • 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, published pricing. Per-page pricing makes the cost of a thorough room hard to know in advance. Sifrsys starts free (1 room, AI included). The Data Rooms plan at $149/mo adds unlimited rooms, buyer groups, watermarking and NDA gating. Plus at $349/mo adds Room Intelligence. No per-page fees, no per-user fees on the room tiers.

How to Compare

Questions to put to any data room, including ours.

Many providers now offer AI. Ask how it cites, what it can see, and what the room costs as it grows.

What to askSifrsys
Cited answersDoes each AI answer cite the page or cell it used, and can the reader open it?✓ Answers cite source documents, with page or cell references where available, and citations open the source
AI and permissionsCan the AI only draw on documents that reader is allowed to open?✓ Retrieval is fenced by each participant's access, with permission checks inside the database query
Buyer separationCan each buyer group see a different set of documents?✓ Groups with five permission levels and folder or document overrides, on Data Rooms and above
PricingIs the price published, and does it change with page count or users?✓ Flat monthly plans on the pricing page, with no per-page fees
Model trainingAre documents, questions or answers used to train AI models?✓ No. Documents, queries and conversations are not used for training
Getting startedCan you set up a room and invite people without a sales call?✓ Yes, self-service, with a free plan to start

Cited answers

Does each AI answer cite the page or cell it used, and can the reader open it?

✓ Sifrsys: Answers cite source documents, with page or cell references where available, and citations open the source

AI and permissions

Can the AI only draw on documents that reader is allowed to open?

✓ Sifrsys: Retrieval is fenced by each participant's access, with permission checks inside the database query

Buyer separation

Can each buyer group see a different set of documents?

✓ Sifrsys: Groups with five permission levels and folder or document overrides, on Data Rooms and above

Pricing

Is the price published, and does it change with page count or users?

✓ Sifrsys: Flat monthly plans on the pricing page, with no per-page fees

Model training

Are documents, questions or answers used to train AI models?

✓ Sifrsys: No. Documents, queries and conversations are not used for training

Getting started

Can you set up a room and invite people without a sales call?

✓ Sifrsys: Yes, self-service, with a free plan to start

M&A Data Room FAQ

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

Sifrsys applies permission checks inside the database query. When a buyer's analyst asks the AI a question, it retrieves information only from documents within their access. Management-side documents, other buyer groups' materials and anything outside the analyst's access are excluded. Answers cite source documents, with page or cell references where available, and citations open the source.
Your documents, queries and AI conversations are never used to train models, and our AI providers retain nothing. Chat history does persist inside your room — deliberately. A question asked during diligence is part of the record, and an audit trail with the questions removed is not an audit trail. You can see every exchange, and so can your auditor.
Established providers offer AI features too, so compare the specifics. Check whether an answer cites the exact page or cell and opens it, whether the AI is limited to what each reader may see, how the price changes with pages and users, and whether you can start without a sales call. In Sifrsys, answers cite source documents with page or cell references where available, and citations open the source. Retrieval is fenced by each participant's permissions, plans are flat and published with no per-page fees, and you can create a room yourself on the free plan.
Yes, on the Data Rooms plan and above. 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