We guide you through the process of setting up and maintaining a secure data room, from defining your goals and selecting the right platform, to content creation, user testing, and ongoing maintenance. Our approach ensures that your data room is user-friendly, secure, and aligned with your needs, providing valuable insights and feedback for continuous improvement.

Here’s what you might be looking for:

• Strategy - what are you trying to achieve, and defining the best method

• Platform selection - different platforms offer different capabilities. This step narrows it down in an easy way to make an informed choice if you haven’t already decided who to use

• Content creation - often documents exist but need polishing for sharing. Sometimes things need to be built from scratch

• User test and feedback - we test the site before going live with external users who have not been involved in building the project

• Maintenance - many clients maintain their data room after going live, some want occasional ongoing help to keep it current

• Evaluation - qualitative check with actual users through calls or emails depending on the type of data room and the people who use it.