Private deal sourcing, professionally organised.
Review investment opportunities at your own pace, with the privacy, structure, and audit trails that family office investing demands. Access-controlled data rooms, no scattered documents, and complete visibility into your review process.
Review opportunities on your own terms
Receive structured pitch decks and deal materials in one clean environment — no email threads, no version confusion. Review at your own pace, at any time, with all context and documentation in the right place from the start.
- Centralised inbox for all incoming deal materials
- Standardised format across every opportunity
- Review on any device, at any time
- No Pitchroom branding — just the company and their materials
Due diligence with full structure
When a deal moves forward, the data room is already organised and waiting. Browse financial, legal, and operational materials in a purpose-built environment — with folder-level wiki notes that guide you through complex packages without a single status call.
- Two modes: self-directed browser and guided review
- Folder-level context and wiki notes
- No clutter — only the materials that matter
- Access-controlled from first click
Strict controls, folder by folder
Not everything is for everyone. Control access to each section of a data room by individual or group — with view-only or download rights, instant revocation, and an invite-only gate before anyone enters the room. Your process stays private.
- Granular permissions per folder and per reviewer
- View-only or download rights set per document
- Invite-only access with email verification
- Instant revocation — one click, immediate effect
- NDA gate option before room entry
Every access, timestamped and logged
A complete, immutable record of every session, every document opened, and every file downloaded — automatically. No manual logging. The audit trail is built into every interaction, giving you a defensible record of your due diligence process.
- Every access event logged with timestamp and user
- Document-level download and view tracking
- Full session history per reviewer
- Exportable audit log for compliance and records
Involve your team without losing control
Share specific sections with advisors, legal counsel, or other family members — while keeping sensitive materials restricted to the right people. Role-based access means everyone sees exactly what they should, and nothing more.
- Role-based access for internal and external reviewers
- Compartmentalised access per deal section
- Collaborative review notes tied to documents
- Full visibility into who reviewed what and when
