Fast stand-up (<24h)
Materials access + signed/paid order
From access and a signed/paid order to Ready — isolated room, standard taxonomy, admin invite, ingest bind, smoke — in under 24 hours.
Visual Data Rooms · VDR
A visual data room in under 24 hours.
Secure diligence rooms for SMB/MM deals — stand them up fast, keep sensitive data under control, move the deal forward.
Visual Data Rooms turns messy diligence dumps into a consistent, visual, AI-assisted process — so every SMB deal gets the same rigor without reinventing the room.
Why Visual Data Rooms
Fast stand-up. Visual diligence. Hard isolation.
Built to see the deal
Visual tools, not a PDF dump
Document graph, timeline, KPI tiles, risk register, and Q&A — surfaces that help teams work the room, not hunt through folders.
Hard isolation
MFA · admin · audit · email
Multi-tenant isolation with MFA, invites, audit log, and user admin. Guests are view-only by default.
See it in action
Walk Harbor & Pine — six surfaces in the room
Open the sanitized Harbor & Pine demo and click through the real room surfaces. End on the embedded deal assistant — a demo UX preview of asking the room, not a shipped personal-agent product.
1
Overview KPIs
Start on the overview — KPI tiles that frame the deal at a glance before you dig into folders.
2
Documents graph
See how materials connect — a document graph instead of a flat PDF dump.
3
Timeline
Walk the deal timeline — events and milestones in one visual plane.
4
Risks
Open the risk register — the surface teams use to track what still needs underwriting attention.
5
Q&A log
Review the in-room Q&A log — the deal-question surface that keeps answers next to the file.
6
Deal assistant (demo UX)
Preview the embedded AI panel in #assistant-root — open the deal assistant (demo UX — ask the room). It shows the room-scoped assistant pattern; it is not live production Q&A with citations, not investment advice, and not a finished personal-agent product.
Figures, names, and tenants in Harbor & Pine are synthetic — shown so you can see the shape of a room without publishing client data.
What the product does
Public-safe capabilities — no client names.
Structured data room
Financials · legal · ops · board
A consistent room taxonomy with hard multi-tenant isolation so each deal stays in its own boundary.
Visual diligence surfaces
See the deal, not the dump
Document graph, timeline, KPI tiles, risk register, and Q&A — built for underwriting pace.
Access & control
MFA · invites · audit · admin
Invite users, enforce MFA, review the audit log, and administer the room. Guests start view-only.
Ready in under 24 hours
Standard stand-up
Materials access + signed/paid order → Ready: isolated room + standard taxonomy + admin invite + ingest bind + smoke.
What’s included in Ready
The $3,500 standard setup pack — and what it is not.
Ready is the operational handoff, not a diligence memo.
- Isolated room — hard multi-tenant boundary for this deal.
- Standard taxonomy — financials / legal / ops / board structure.
- Admin invite — your room admin can invite the team.
- Ingest bind — materials path wired for the room.
- Smoke — basic readiness check before you work the file.
Not in the standard pack
Exclusions
No custom parsers or non-standard extraction in the $3,500 setup — those are Talk to us.
No diligence conclusions, valuation, or invest/acquire advice. The room helps you see and control the materials; it does not certify the deal.
Pricing
Public SKUs — Room and Studio.
Room
One deal · while active
$3,500 one-time standard setup + $750/mo while the room is active.
Standard Ready stand-up as defined above. Custom / non-standard extraction: Talk to us.
Studio
Up to 2 active rooms
$2,000/mo for up to 2 active rooms.
Rooms can be archived at close; archived rooms still count toward Studio room limits unless moved to cold archive (talk to us).
Custom or non-standard extraction is not a public SKU — Talk to us.
How it works
Order → Ready → work the room.
1
Start on a live deal
Use the Diagnostic deal path (or book Luther). Live files start under NDA. Signed/paid order unlocks stand-up.
2
Ready in under 24 hours
From materials access + signed/paid order: isolated room, standard taxonomy, admin invite, ingest bind, smoke.
3
Work the visual room
Document graph, timeline, KPI tiles, risk register, and Q&A log — guests view-only by default. Harbor & Pine also previews an embedded deal-assistant panel (demo UX).
Rooms can be archived at close; archived rooms still count toward Studio room limits unless moved to cold archive (talk to us).
Need diligence on software and AI strategy, execution, and costs on top of the room? That is AI Due Diligence — separate from the VDR product SKUs.
See the shape of a room
Sanitized examples — synthetic figures.
Sanitized demo · live
Harbor & Pine
Harbor & Pine — synthetic SMB diligence room you can open now.
Open sanitized demo →Energy VDR example
Cottonwood Bend
Synthetic oil & gas divestiture package — a public visual-room example you can open today.
Open Cottonwood Bend →Already a customer? Sign in to VDR →
FAQ
Short answers on Ready, pricing, and archive.
What is Ready for a new Visual Data Room?
Ready means an isolated room, the standard taxonomy, an admin invite, ingest bind, and a smoke check — stood up in under 24 hours from materials access plus a signed/paid order.
What is not included in the $3,500 Room setup?
No custom parsers or non-standard extraction in the standard pack — those are Talk to us. The pack does not deliver diligence conclusions or invest/acquire advice.
What happens to a room when the deal closes?
Rooms can be archived at close; archived rooms still count toward Studio room limits unless moved to cold archive (talk to us).
Is there in-room Q&A?
Rooms include a Q&A log surface for deal questions. Harbor & Pine also previews an embedded deal-assistant panel (demo UX) — not a finished production agent, not investment advice, and not cross-deal learning.
How do guests enter a room?
Guests are view-only by default. Admins invite users; MFA, audit log, and user admin are part of the product.
Get a room in 24 hours.
Room and Studio SKUs. NDA-first on live files. Open the sanitized Harbor & Pine demo anytime.