Secure M&A Documents and Deal Collaboration | Confidencial
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Secure Your Most Sensitive Deal Documents

Confidencial gives you full control over financials, legal docs, and IP shared during M&A, fundraising, and strategic deals.

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Protect confidentiality throughout the deal lifecycle. Confidencial embeds encryption, access controls, and audit trails directly into every file - before, during, and after it’s shared.

What Is M&A Data Risk?

Deals move fast. Documents move faster. But the tools used to share them - email, cloud folders, upload links - leave sensitive data exposed.


Common risks include:

Cap tables, contracts, and financials sent over email

Files stored in unmanaged cloud or personal drives

Documents downloaded, copied, or forwarded without controls

60% of data breaches involve accidental exposure or third-party mishandling.

No way to revoke access if terms change or deals fall through

Leaks that damage trust or trigger legal action

Real-World Breach: Cap Table Exposure

During a startup acquisition, an investor accidentally forwarded a cap table with sensitive ownership and compensation data. The breach damaged relationships and led to months of legal fallout.

Traditional methods move fast but leave your most sensitive information unprotected. Confidencial ensures your documents don’t go further than they’re meant to.

How Confidencial Secures M&A and Deal Documents

Confidencial wraps every document in persistent protection so no matter who opens it or where it ends up, you stay in control.

Our Approach

Secure Deal Exchange

Send encrypted documents with built-in access controls and audit trails. No viewer required.

Protection That Travels

Security stays embedded in the file, even as it moves between inboxes, drives, and systems.

Granular Access Controls

Restrict access by party, region, role, or even down to individual paragraphs or fields.

Auditability Across Stakeholders

Track exactly who opened what, when, and from where—for full governance and legal defensibility.

Real-World M&A Scenarios

Scenario

How we help

Maintain strict controls over who can open, view, or forward confidential files.

Investor forwards sensitive document

Apply persistent encryption that stays active across cloud systems and devices.

Contractor stores deal docs in personal drive

Provide role-based access so each party sees only what they’re allowed to.

Multiple bidders access the same file

Instantly revoke access across all parties and platforms.

Terms change or deal falls through

How Confidencial Works

Connect to Deal Storage and Workflows

Integrate with file shares, Google Drive, SharePoint, and other systems used for due diligence and document exchange.

Automatically Discover and Classify Sensitive Content

Identify NDAs, cap tables, contracts, and financials with built-in or custom classifiers.

Apply Encryption and Dynamic Controls

Lock down documents with policy-based protection that doesn’t interfere with workflows.

Send and Receive Files Securely

Share content through Confidencial’s secure exchange layer. No installation or special access required for recipients.

Monitor Access and Take Action

Track interactions in real time. Revoke access instantly when a deal falls apart or behavior looks risky.

Business Impact

Prevent leaks of sensitive legal, financial, and IP documents

Meet regulatory and investor expectations for governance

Collaborate confidently with bankers, counsel, and bidders

Maintain confidentiality across every phase of the deal

Prove defensibility in the event of legal or compliance review

Confidencial gives you the speed of modern deal-making without the risk.
With Confidencial, you can:

Ready to Lock Down Your Deal Data?

Don’t let one forwarded file derail your next deal. Confidencial protects your most sensitive documents at every step.

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