Manage your team, import your questionnaire to design the deal.
Assign tasks, chat on topics and keep on track with the process. All in one place.
Speed up your redaction process. All search results will be automatically selected for redaction.
Export your data from Workspaces to our secure Vault and start your Due Diligence process.
Be the first and get exclusive access.
All your work in one place
At Virtual Vaults we want to help you, the advisor, be as prepared as possible when it comes down to deal management. We understand that when a deal is on the table you need to be ready. This is why we have created Workspaces to help you improve deal preparation while running multiple deals.
Workspaces is launching in September 2022. Watch this space.
Advisors can start using Workspaces for free by signing up for our Workspaces free plan. For more information about getting early access and all pricing plans of Virtual Vaults, click here.