ClosingVault

The AI data room for lower-middle-market M&A

Stop chasing documents. Start closing deals.

Your seller drops their whole library in once. ClosingVault reads every file — scans included — files it, and ticks off the due-diligence checklist. You only handle what's missing.

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Dropped in · 214 files

2023 Tax Return.pdf Scan_0042.pdf Dec P&L FINAL v3.xlsx Lease - Main St.docx

Due-diligence checklist

Federal tax returns · 2023Matched
Monthly P&L · DecemberMatched
Real estate leasesMatched
Customer contractsMissing

Diligence shouldn't be a filing job.

Weeks of chasing

Request lists go out, documents trickle in by email, and nobody is sure what's still outstanding.

Sorting by hand

Someone renames, sorts and files hundreds of documents into folders — then does it again for the next version.

"Is this the final one?"

Drafts and finals pile up side by side, and buyers ask for things you already sent.

Three steps. Most of them aren't yours.

01

Drop everything

Whole folders, any file type. Scanned PDFs are read too. Exact duplicates are skipped automatically.

02

The AI files and matches

Each document lands in the right folder with its period, and the checklist item it answers is ticked. Newer copies become new versions. When it isn't sure, it asks a person.

03

Buyers see what you release

Teaser, NDA, CIM, LOI, diligence — each buyer moves through the same stages, seeing only what you've opened to them.

Something in it for everyone at the table.

Intermediaries

Run more sales with less admin.

  • Send the seller one link; the checklist fills itself as documents arrive.
  • Spend your time on the gaps, not on renaming and sorting.
  • Release folders and stages buyer by buyer, on your schedule.
  • Hide any single document from the seller or from buyers in one click.
  • Track every buyer from teaser through NDA, CIM, LOI and diligence.
  • Record each LOI as accepted, countered or rejected in one place.

Sellers

Hand everything over once.

  • Drop your whole library in one go: folders, any file type, scans included.
  • See exactly what is covered, what is missing and what is being reviewed.
  • Confirm in writing when something simply does not apply to your company.
  • Re-uploading the same file by accident does nothing. No duplicates.
  • A newer copy of a document automatically becomes its latest version.
  • Review offers in one place as they come in.

Buyers

Diligence you can find your way through.

  • Read the NDA in full before you sign it, right in the room.
  • Browse a clean folder tree, organised by topic and period.
  • Search by file name or by what is inside the document.
  • Know you are always looking at the current version.
  • Submit your signed LOI and follow its status in the room.
  • Download where the seller side allows it; read everything else in the viewer.

What makes ClosingVault different

A traditional data room stores files. ClosingVault does the work.

Built for the people running the deal, not the lawyers papering it. We organize the evidence; you draw the conclusions.

The checklist fills itself

Each document is matched to the specific request it answers, not just dropped in a folder.

Reads scans, not just text

Scanned and faxed PDFs are read on our own servers, so nothing goes unfiled because it was a picture.

Versions, automatically

A later copy of the same document for the same period becomes its newest version. Exact duplicates are skipped.

Asks instead of guessing

When the AI is not confident, the document goes to a one-click review queue, and your decisions teach it.

Every request gets an answer

An item is closed only by a document or a written confirmation that it does not apply. Nothing slips through as silence.

The whole deal in one room

Teaser, NDA signing, CIM, LOIs and diligence in one place, built for lower-middle-market deals.

Confidential by default.

View-only when you say so

Documents open in a watermarked viewer, with no download unless you allow it.

Access per buyer

Each buyer sees only the folders and stages you've opened to them.

Every action on the record

A tamper-evident activity log shows who did what, and when.

Verified sign-in

Everyone confirms their email with a one-time code; admins add an authenticator.

Pricing

Start free. Lock in founding pricing.

The firm that opens the room pays, whether that is an intermediary running a sale or a buyer running diligence.

Early access

Free

Every feature for 30 days on one deal room. No credit card.

Start free

Founding customers

Pro pricing, locked in

The first 25 firms keep our special pro-level pricing for as long as they stay subscribed without a gap. Once the founding spots are gone, they are gone.

Claim a founding spot

Everything for the close, in one vault.

Early access is opening soon: free for 30 days, with founding pricing locked in for the first 25 firms.