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The whole document workflow, in one place

Six pillars that used to live in six separate tools, unified in one workspace your company owns end to end. Here is how each one works.

Secure sharing and data rooms

Share on your terms, and see exactly how it lands

Every link is private until you decide otherwise. Gate access by email, one time verification, NDA click through, or password, then add watermarks and an expiry date. Organize decks and diligence into structured data rooms with per page view analytics.

  • Email, verification, NDA, and password gating
  • Dynamic watermarks and link expiry
  • Structured data rooms for diligence
  • Per page view analytics on every document
Series A deckPrivate link
Require email to view
NDA click through
Dynamic watermark
Expires in 14 days

Agreements and e-signature

PDF-first agreements with a real evidence trail

Build reusable, PDF-first templates and place fields exactly where they belong. Route to multiple signers in order or in parallel, send automatic reminders, and capture a tamper evident evidence trail with an optional identity selfie. Contacts, companies, and automated sequences keep the follow up moving.

  • PDF-first templates with placed fields
  • Multi-signer routing and reminders
  • Tamper evident evidence trail
  • Optional identity selfie at signing
  • CRM contacts and automated sequences
Signature field

Signers

1
You
Signed
2
Client
Sent
3
Legal
Waiting
Reminder sent 2d ago

Creative review

Frame accurate feedback on every cut

Review campaign video and stills without leaving the platform. Reviewers drop timecoded comments pinned to the exact frame, so notes are unambiguous and edits get approved faster.

  • Timecoded comments on video
  • Frame accurate notes on stills
  • Threaded, resolvable feedback
  • Same gating and audit trail as documents
00:04Tighten this cut, feels a beat late.
00:12Logo needs more breathing room here.

Whiteboards

An infinite canvas next to your documents

Map deals, sketch plans, and run working sessions on an open canvas. Whiteboards live in the same workspace as the files they describe, so context never gets lost between tools.

  • Infinite, freeform canvas
  • Lives beside related documents
  • Shareable with the same private controls
Discovery
Proposal
Signed

Analytics

Know who is engaged, and who is going cold

Go beyond opens with geography, devices, and page depth on every document. Deal Pulse rolls active engagement into a single score, so you always know where attention is and when to follow up.

  • Geography and device breakdowns
  • Page depth and completion rates
  • Active reading time, idle tabs excluded
  • Deal Pulse engagement scoring
Deck engagementDeal Pulse 82
Countries
11
Devices
3
Avg. depth
86%

Time per page

Cover
Problem
Solution
Traction
Ask

Ready when you are

Create your workspace and start sharing, signing, and reviewing in one place your company owns end to end.