Audience separation
Investor groups and partner roles receive scoped navigation and assigned materials rather than visibility into the whole room.
Loading secure experiencePreparing the current route and theme-safe workspace shell.
M&A due diligence
Move from document intake to a defensible closeout record.
Clarity gives the Deal Team one governed room for preparing the corpus, separating bidder and advisor lanes, resolving questions, controlling downloads, and retaining the evidence behind release decisions.
Designed forSell-side and buy-side Deal Teams, counsel, advisors, investors, and other approved reviewers.
Workflow
Four decisions connect the room from setup to evidence.
Each stage resolves to an operating surface in Clarity rather than a decorative feature claim.
- 01Prepare
Map the room before release
Load the folder structure, review document names and descriptions, confirm screening state, and decide which audiences should receive each material.
- 02Govern
Resolve identity, agreements, and access
Keep individual accounts, current platform terms, the room agreement or NDA, role scope, group membership, publication state, and document policy in one access path.
- 03Review
Keep diligence work attributable
Reviewers use assigned documents, Q&A, checklists, signatures, search, and governed download requests without receiving broad room administration.
- 04Close
Retain the decision record
Export permissions, activity, Q&A, access reviews, and closeout materials under the room's approved retention and archive process.
Control boundaries
The audience experience changes; governance stays attributable.
Sanitized interface proof
See the workflow, not a generic feature list.
This composition is built from Clarity workspace patterns with fictional names and records. It does not load a customer room, document, participant, or audit event.
Verify before setup