- Virtual Data Rooms & Transaction Security
- Verified by vendor
Vault Rooms by CoolLife.io enables organizations to easily secure, manage confidential transactions from initial engagement through post-closing document retention. The platform supports mergers and acquisitions, capital raising, due diligence, legal matters, audits, board governance, and other secure collaboration requirements.
Built on a single-tenant architecture, Vault Rooms provides organizations with an isolated environment designed to support security, governance, administrative control, and long-term document management. The platform also integrates with the broader CoolLife.io ecosystem, allowing organizations to extend into CRM, workflow automation, reporting, project management, marketing automation, and customer lifecycle management when business requirements expand.
Key Features
Secure Virtual Data Rooms (VDR)
Single-tenant architecture
Granular role-based permissions
Dynamic watermarking
Complete audit trails and activity reporting
Secure document sharing and collaboration
Folder and document organization
NDA and agreement workflows
Due diligence management
Custom room templates
User and group management
Two-factor authentication
White-label branding
Email notifications and messaging
Reporting dashboards
CRM integration
Workflow automation
Project management
Long-term document retention and archiving.
Integrations
Integrates with the CoolLife.io platform that includes CRM, workflow automation, secure forms, project management, reporting, email communications, and customer lifecycle management. Supported plans also include integrations with Microsoft Outlook, Gmail, and DocuSign.
More Information
Vault Rooms by CoolLife.io enables organizations to easily secure, manage confidential transactions from initial engagement through post-closing document retention. The platform supports mergers and acquisitions, capital raising, due diligence, legal matters, audits, board governance, and other secure collaboration requirements. Built on a single-tenant architecture, Vault Rooms provides organizations with an isolated environment designed to support security, governance, administrative control, and long-term document management. The platform also integrates with the broader CoolLife.io ecosystem, allowing organizations to extend into CRM, workflow automation, reporting, project management, marketing automation, and customer lifecycle management when business requirements expand.
What sets it apart
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Single-tenant architecture with isolated customer environments.
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Secure Virtual Data Rooms with granular permissions, watermarking, audit trails, and reporting.
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Expand from a VDR into an integrated business platform without replacing systems.
Key Facts
- Category
- Virtual Data Rooms (VDR), Due Diligence Software, Secure Document Management, Transaction Management, Deal Collaboration
- Founded
- 2006
- Pricing
- Subscription-based pricing with a 3-month Basic plan for short-term projects, annual subscriptions paid monthly, or annual prepaid subscriptions with discounted pricing. Plans scale from individual professionals to enterprise organizations.
- Deal Stage
- Strategy, Transaction, Integration
- Target Market
- Investment Banking, Private Equity, Venture Capital, M&A Advisory, Corporate Development, Commercial Banking, Accounting, Legal & Valuation Firms, Business Brokers, Healthcare & Life Sciences, Manufacturing & Engineering, Government Contractors, Board Governance
