Looking for 5 searchers or brokers to break our data room (free for 90 days)
I’m Daniel Sweet. I did my first search deal about a decade ago, and since then I’ve built Sweetview Partners, an independent sponsor that has completed seven deals. Recently, we built a dataroom tool for ourselves that my friends (good or bad, we'll find out soon) convinced me could be a standalone product. Why we built it: Sweetview is a small firm. Our deal team and project manager run diligence on every deal, and on every deal too much of their time went to the same work: sorting a seller’s file dump, finding the duplicates, tracking the request list, and working out what was still missing before a lender or investor asked. ClosingVault is the data room we wanted on those deals. What it does: you drop in the files as they arrive, scans and zips included. Each document is filed to the due-diligence checklist item it answers, so you can see what’s in and what’s still missing. Exact duplicates are skipped. SSNs and account numbers are removed from the file, not just covered, and every redacted copy is checked again before anyone sees it. The room also runs the buyer side: teaser, NDA, CIM, LOI and diligence. On our first live deal in ClosingVault, a seller dropped in 2,413 files without sorting them. 1,653 were exact duplicates and were skipped, and the rest were filed to their checklist items. We're looking for 5 folks looking to put it through its paces on their deals. The Plus plan free for 90 days, no card We load your messiest deal folder for you, settle anything that needs a person within one business day, spot-check the redaction, and hand back a “what’s in, what’s missing” summary After 90 days, the founding price stays locked for as long as you stay subscribed In return, I’m asking for honest feedback and a named case study. If you have a deal where this would help, reply here. Details: redacted