M&A Advisory & Investment Banking
Manage complex due diligence with secure virtual data rooms. Track buyer engagement, control document access, and maintain complete audit trails for deal integrity.
Victoria Hartwell
Managing Director, M&A Advisory
Investment Banking / M&A Advisory | 20-200 employees
Victoria leads M&A transactions for mid-market companies. Her team manages complex due diligence processes involving thousands of confidential documents shared with multiple potential buyers. Security, access control, and detailed activity tracking are critical for protecting client interests and maintaining deal integrity.
Challenges
Managing Thousands of Documents
Complex deals involve thousands of financial, legal, and operational documents.
Tiered Access Control
Different buyer groups need different access levels to sensitive information.
Tracking Buyer Interest
Need visibility into which documents buyers are reviewing to gauge interest levels.
Document Security
Highly sensitive financial data at risk if shared through insecure channels.
Version Control
Managing document updates during ongoing due diligence creates confusion.
Dataroom Setup Time
Manual setup of data rooms for each deal is time-consuming.
How Dropie Solves These Problems
Create secure, tiered virtual data rooms with granular permissions. Track buyer engagement at the document level. Automate NDA execution before granting access.
Typical M&A Dataroom Workflow
Buyer Registration
Potential buyer completes qualification form with contact and investment criteria.
NDA Generation
NDA automatically generated with buyer information and deal details.
Buyer Signs NDA
Buyer receives NDA for electronic signature.
Phase 1 Access Granted
Upon NDA signing, buyer gets access to teaser materials and management presentation.
Engagement Tracked
System tracks which documents buyer views, for how long.
Phase 2/3 Access
Qualified buyers granted deeper access to financial and legal documents.
Q&A Management
Buyer questions managed through structured Q&A module.
Features Used
Secure Datarooms
Virtual data rooms with bank-grade encryption for all deal documents
Granular Permissions
Folder-level permissions control access to different phases
Activity Tracking
Track which documents buyers view and for how long
Secure Forms
Buyer registration and qualification forms
Document Generation
Auto-generate NDAs with buyer information
E-Signatures
Collect NDA signatures before granting dataroom access
Q&A Module
Structured question submission and answer workflow
Watermarking
Apply watermarks to documents with buyer identification
Benefits
Faster Deal Execution
Automated NDA process accelerates buyer onboarding
Complete Access Control
Tiered permissions ensure right buyers see right documents
Buyer Intelligence
Engagement analytics inform negotiation strategy
Document Security
Bank-grade encryption protects sensitive deal information
Audit Compliance
Complete audit trails document all access for deal records
Efficient Q&A
Structured Q&A reduces email back-and-forth
Implementation Steps
Create Buyer Registration Form
Build qualification form with investment criteria and contact fields.
Create NDA Template
Upload NDA template with placeholders for buyer and deal information.
Set Up Dataroom Structure
Create folder structure for phased document access.
Configure Permissions
Set folder-level permissions for different buyer tiers.
Build Workflow
Create workflow: Registration → NDA → Access Grant
Upload Documents
Populate dataroom with deal documents in appropriate folders.
Configure Q&A
Set up Q&A module with topics matching dataroom sections.