Starter Benefit

Included
Starter Plan

1-year

Subscribe
  • Unlimited Data Rooms for managing multiple transactions

  • Unlimited Users to review, upload, and collaborate with controlled permissions

  • Administrative Access for one designated admin
    (Additional Admins $240 each annually)

  • 1 GB of Secure Storage
    (Additional Storage $120 each additional 1GB annually)

  • File Upload Capacity  for any single Zip File: Max 1GB Size

  • Integrated Email Messaging for efficient communication

  • Archiving & Audit Trails with detailed activity tracking

  • Live US-based support, videos, and guided resources

Starter Upgrade

$30 
Upgraded Features

Price per month
Annually Pre-Paid
25% Savings

Subscribe
  • Included Starter Plan plus the following ($1,120 Value)

  • Docusign Integration syncs for automated e-signature collection and storage 

  • Two Administrative Users for shared management and oversight

  • 5 GB of Secure Storage to support larger or more complex engagements

  • File Upload Capacity  for any single Zip File: Max 3GB Size

  • Integrated Email Messaging for efficient communication

  • Archiving & Audit Trails with detailed activity tracking

  • Live US-based support, videos, and guided resources

+CRM Add-On

$69 Upgraded +CRM

Price per month
Annually Pre-Paid
Additional features available
25% Savings

Subscribe
  • Includes all Upgraded VDR Benefits

  • Starter CRM upgrade added to your Vault Rooms plan

  • Docusign syncs, and saves documents to CRM records

  • One CRM user seat included ($45 per additional user)

  • Unlimited CRM records for contacts and deals

  • Deal Dash single view of all deals and activity

  • Outlook or Gmail integration for full email history

  • Email marketing tools for outreach and follow-up

  • Archiving and audit trails with activity tracking

  • Live US-based support, videos, and guided resources

Starter Benefit


Starter Plan

1-year 

Subscribe
  • Unlimited Data Rooms for managing multiple transactions

  • Unlimited Users to review, upload, and collaborate with controlled permissions

  • Administrative Access for one designated admin
    (Additional Admins $240 each annually)

  • 1 GB of Secure Storage
    (Additional Storage $120 each 1GB annually)

  • File Upload Capacity  for any single Zip File: Max 1GB Size

  • Integrated Email Messaging for efficient communication

  • Archiving & Audit Trails with detailed activity tracking

  • Live US-based support, videos, and guided resources

Starter Upgrade

$35 
Upgraded Features

1-year Paid Monthly

Subscribe
  • Starter Plan plus the following ($1,120 Value)

  • Docusign Integration for automated e-signature collection and storage 

  • Two Administrative Users for shared management and oversight

  • 5 GB of Secure Storage to support larger or more complex engagements

  • File Upload Capacity  for any single Zip File: Max 3GB Size

  • Integrated Email Messaging for efficient communication

  • Archiving & Audit Trails with detailed activity tracking

  • Live US-based support, videos, and guided resources

+CRM Add-On

$99 Upgraded +CRM

1-year Paid Monthly

Subscribe

  • Includes all Upgraded VDR Benefits
  • Starter CRM upgrade added to your Vault Rooms plan

  • Docusign syncs and auto-saves documents to CRM records

  • One CRM user included ($45 per additional user)

  • Unlimited CRM records for contacts and deals

  • Deal Dash single view of all deals and activity

  • Outlook or Gmail integration for full email history

  • Email marketing tools for outreach and follow-up

  • Archiving and audit trails with activity tracking

  • Live US-based support, videos, and guided resources