You decide who sees what, and for how long.
Access is granted by party, by note class and by document, for a period you set. An investor sees its own class, its reports and its rights. A rating agency sees the structure and tests it is granted.
Private by default.
A deal is visible to your team only until you decide otherwise. A grant names the party, the scope and the end date.
On the record.
Every grant, view and revocation is logged, and every download is stamped with its recipient. Access can end; the history stays.
- 01
Private by default
Your team only, until you decide otherwise.
- 02
Shared on your terms
Only the parties you pick, with the scope and duration you set.
- 03
On the record
Every grant, view and revocation logged. Access can end; the history stays.
Documents held for one party.
A document can be held in a private class. Among the parties on a deal, it is visible only to the party it belongs to, and sharing the deal never passes it on.
See what a grant will share before you grant it.
A sharing plan lists, document by document, what the party would be admitted to see and what is held back, and why.
A message cannot reach further than its audience.
A post on a deal thread is refused if it carries material the audience is not cleared to see.
A party sees its own side of the directory.
A party you share a deal with sees the service providers on it and its own entry, never another investor.
A broker-dealer's messages, in its own journal.
A broker-dealer's messages on a deal are captured in a journal that belongs to that firm, and each entry is linked to the one before it.
What you can do
- Give a secondary buyer time-bound access for diligence.
- Release a report to the holders entitled to it and no one else.
- Show who saw what, and when.
See your own deal as a record.
Bring one indenture. We will show you its parties, waterfall, tests and conflicts, each tied to its clause.