The mid-market's tech edge: run your deals smarter than the big four

We built our platform for mid-market Corporate Finance advisors, giving you the tools to handle vast amounts of information as comprehensively as the Big Four—without the need for a massive team. From day one, you collaborate with your target in a central, structured environment, eliminating last-minute rushes and surprises that could disrupt your deal

DealTech without the Big Four Price Tag

You don’t have to sacrifice enterprise-grade security, efficiency, or deal speed just because you’re not a Big Four firm. Virtual Vaults is built to manage multiple deals simultaneously, minimizing errors and friction. This allows your entire team to work confidently, no matter their role or seniority. Our proactive Customer Success team monitors your progress, stepping in to prevent small issues from becoming major problems. We also prioritize transparent pricing—there are no hidden fees or surprise charges. This means you can confidently share cost details with stakeholders and even decide who foots the bill using tools like DocuSign, so everyone is clear from day one.

Clarity and control for mid-market M&A success

In M&A, where trust and transparency are competitive differentiators, Virtual Vaults enables advisors to excel. Whether you’re leading domestic or cross-border transactions, our platform offers unmatched control over your data and processes. Stop scrambling for last-minute documents or clarifying miscommunications—our structured environment keeps your data centralized and communication crystal clear from the start.

Automated workflows streamline repetitive tasks like document collection and redaction. By freeing your team from administrative burdens, Virtual Vaults lets you focus on shaping the strategic aspects of your deal. As a result, you can close more deals efficiently while maintaining the highest standards of security and service.

Leverage AI without losing control

Technology should support your work, not add complexity. That’s why Virtual Vaults integrates cutting-edge AI to enhance—not complicate—your deal preparation. Our AI-powered Redaction Assistant automatically finds and removes sensitive data, speeding up due diligence and ensuring GDPR compliance. You review and manage redactions before documents are shared, keeping you in control.

Your strategic M&A partner

Managing M&A transactions is no different from working with a strategic advisor guiding a business sale. Just like a good advisor who safeguards your interests and provides steady support, Virtual Vaults works alongside you every step of the way. Our 24/7 pro-active Customer Success Team, staffed by M&A experts, is available globally and in multiple languages to ensure quick resolutions to any issue. We understand the pace of M&A, which is why we don’t cut corners on service. Whether you’re managing a single deal or many, you can trust us to provide seamless operations, proactive guidance, and premium support.

Why choose Virtual Vaults?

With Virtual Vaults, you get a data room solution designed for transparency, reliability, and client success. We continuously invest in improving our product and services, ensuring that you have the tools to run smooth, secure, and efficient deals—without hidden fees or complexity. Key benefits of working with us include:

• Clear, predictable pricing with no hidden fees.
• 24/7 support from M&A experts who understand your needs.
• Proactive customer success to prevent potential issues from delaying your deals.

The smarter way to do M&A

Choosing a data room provider isn’t just a tech decision—it’s about partnering with a team that truly understands the stakes of every deal. With Virtual Vaults, you gain an ally dedicated to streamlining your process and keeping every transaction under control. This isn’t just efficiency; it’s the smart, agile approach mid-market advisors need to outmaneuver the Big Four.

Visit Virtual Vaults to learn more.

This article was originally published in the Insider Media Corporate Finance guide on Insider Media in February 2025.