Virtual Data Rooms

Secure Data Rooms. Zero Data Room Tax.

M&A, legal proceedings, board materials - all within your Microsoft 365 tenant. No per-user fees. Full sovereignty.

Traditional VDRs Are Broken

Per-user pricing that explodes with deal complexity. Data extracted to third-party servers. Separate logins that frustrate guests. Limited governance once the deal closes. Govern 365 Vault is different.

How It Works

1

Create the room

Backed by SharePoint libraries you already manage. Add folders, apply sensitivity labels.

2

Invite guests

Send invite links — no O365 license required. OTP authenticates at first access.

3

Guests browse securely

View documents with watermarking. Download only where permitted. Every action logged.

4

Audit and archive

Export logs, heatmaps, evidence. Archive when the deal closes — tamper-evident packages.

Manage Data Rooms in SharePoint

Configure rooms, set permissions, and invite guests — all from within your existing SharePoint site. No separate admin portal. Native Microsoft 365 experience.

Govern 365 VDR management in SharePoint

Use Cases

M&A Due DiligenceInvestor RelationsBoard MaterialsLegal ProceedingsR&D CollaborationSupply ChainJoint VenturesFinancial Planning

Industry & Use-Case Workflows

M&A Due Diligence

Request rooms → configure structure → invite buyers → Q&A routing → post-close archival.

Legal Proceedings

Discovery workflows, counsel access controls, privilege marking, chain-of-custody evidence.

Board Materials

Recurring packet distribution, role-based access, recertification reminders, secure voting.

Life Sciences / Clinical

Regulatory submission workflows, clinical trial docs, tamper-evident archival for compliance.

Key Capabilities

1

Secure Guest Portal

Guests access via invite link with OTP authentication — no password, no O365 license. Custom branding per data room (logo, colors). Works in browser; no app install.

2

Permission Management

Folder-level control: view-only, view+download, or restricted. Role-based access groups with inheritance controls. Bulk invite guests and set permissions at scale.

3

Security Controls

Watermark every PDF with user email + timestamp on each page. Disable downloads per folder. Print disabled in secure viewer. View-only mode with no file export.

4

Activity & Audit

Real-time feed: who viewed what, when. Access heatmaps and engagement analytics. Exportable audit logs — every access, download attempt, and login timestamped.

5

Microsoft Purview Integration

Sensitivity labels and DRM encryption applied to content. Labels drive access rules — Confidential, Highly Confidential. Your existing Purview policies travel with the data room.

6

Due Diligence Q&A

Structured Q&A for deals: buyers submit questions, sellers assign to experts, answers flow through approval. All tracked and searchable — no questions lost in email.

Guest Experience

External guests see a clean, branded portal. No clutter, no O365 login.

Guest portal — document library view with watermarking

Activity & Visibility

See who accessed what, when. Heatmaps, download velocity, and exportable audit logs.

Admin activity dashboard — heatmap and audit log

How We Compare

Feature
Traditional VDR
Govern 365 Vault
Pricing Model
Per user/month
Flat fee, unlimited guests
Data Location
Vendor servers
Your M365 tenant
Guest Experience
Separate system
OTP link, no password
Watermarking
Basic or extra cost
User + timestamp per page
Purview / DRM
Limited or none
Sensitivity labels, encryption
Custom Branding
Enterprise tier
Per-VDR logo and colors
Due Diligence Q&A
Add-on
Built-in structured Q&A
Post-Deal Governance
Export and close
Full lifecycle, archival
Access Reviews
Manual
Built-in campaigns

Ready for secure collaboration without compromise?

See how Govern 365 Vault transforms external collaboration.

Schedule a Demo