For business brokers and M&A advisors
The virtual data room for M&A advisors and business brokers.
Less admin per deal. Your seller drops in everything they have, ClosingVault files it against your diligence checklist, and you spend your time on the gaps and the buyers, not on renaming and sorting.
A sell-side data room that does the admin for you
Built for lower-middle-market sale processes, from the first teaser to the closing.
Less admin per deal
Send your seller one invitation and let them drop in their whole library: folders, any file type, scans included.
The checklist fills itself
Each document is filed and matched to the specific request it answers, so you see coverage grow as files arrive.
Work the gaps, not the pile
Your attention goes to what is missing and to the few documents the AI wasn’t sure about, through one-click review.
Release access buyer by buyer
Open folders and deal stages to each buyer on your schedule: teaser, NDA, CIM, LOI and diligence.
Hide any single document
Pull one document from the seller’s or the buyers’ view in one click, without restructuring the room.
Track every buyer from teaser to close
See where each buyer stands: teaser, NDA signed, CIM, LOI, exclusivity and closing.
Record LOI outcomes
Record each LOI as accepted, countered or rejected. An acceptance is blocked while another buyer holds exclusivity.
Every request closed properly
An item closes only with a document or the seller’s own written attestation. Only the seller can attest, so you are never vouching for their business.
How it works for you
How it works for intermediaries
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Step 1: Open a room
Start a deal room with the built-in due diligence checklist.
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Step 2: Invite the seller
The seller drops in their whole library once. ClosingVault reads every file, files it and ticks the requests it answers.
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Step 3: Review and fill gaps
Confirm anything the AI flagged for review in one click, and chase only what is genuinely missing.
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Step 4: Run the buyers
Release stages buyer by buyer, track each one, record LOI outcomes and set exclusivity, all in the same room.
Why ClosingVault
We organize the evidence; you draw the conclusions.
ClosingVault doesn’t replace your judgment or your process. It is M&A deal management software for the lower middle market that takes the friction out of the middle of the deal, the part everyone hates. See how ClosingVault compares with a traditional data room, or read how a room is kept confidential.
Questions from brokers and advisors
How is ClosingVault different from a traditional virtual data room?
A traditional data room stores files where someone puts them. ClosingVault reads each file, files it with its period, and matches it to the diligence request it answers, so the checklist fills itself and you only handle what is missing.
Does the AI file documents without anyone checking?
It files the documents it is confident about and sends the rest to a one-click review queue. Your review decisions are recorded and used as precedent for similar documents in your firm.
Can I control exactly what each buyer sees?
Yes. You release folders and deal stages buyer by buyer, and you can hide any single document from the seller or from buyers.
Can I mark a checklist item as not applicable for my seller?
No, and that is deliberate. Only the seller can confirm in writing that an item doesn’t apply to their business, so the attestation is theirs, not yours.
Is ClosingVault a data room or deal management software?
It is a sell-side data room that also runs the deal path: teaser, NDA e-signature, CIM, LOI, diligence, exclusivity and closing. It is not a CRM for prospecting new sellers.
What does it cost?
The firm that opens the room pays. Every feature is free for 30 days on one deal room, and the first 25 firms keep founding pro pricing for as long as they stay subscribed without a gap.
Run more sales with less admin.
Early access is opening soon: free for 30 days on one deal room, with founding pricing locked in for the first 25 firms.