Confidentiality Agreement Registry
Real-time tracking of executed investor NDAs, certificate verifications, and deal access controls.
Executed NDAs
1
Binding signed agreements
Active Gated Deals
3
Brecksville, Beachwood, Independence
Integrated Cloud Storage
OneDrive
Direct Microsoft 365 link synchronization
Generate Investor Deal Invite Link
Copy and paste this direct link into emails to prospective LPs, Co-GPs, or brokers. They will land on the branded teaser with the confidentiality agreement gate pre-loaded.
Executed Signatures Audit Log
| Date / Time | Deal Name | Signer & Entity | Business Contact | Certificate ID | IP / Audit | Actions |
|---|
Microsoft OneDrive / SharePoint Target Link Configuration
Configure the exact OneDrive or SharePoint share link for each deal. When investors sign the NDA, they are directed to this target folder.