AI TOOL PROFILE

EthosData Virtual Data Room

EthosData helps teams managing M&A, fundraising, and legal transactions share confidential documents securely. It is designed for users who require detailed audit trails and compliance standards.

Pricing

Pricing is storage-based and available in three tiers: Core, Premier, and Enterprise. A free trial with full functionality is available.

At a glance

Best for
Mid-market companies, Enterprise companies, Law firms, Financial advisors, Private equity firms
Key use cases
M&A and Fundraising, Due Diligence, Legal and Litigation Review, Compliance and Auditing
Visit ethosdata data roomethosdata data room software interface screenshot

How AI is used

EthosData is a virtual data room (VDR) platform used to manage and share sensitive documentation during corporate transactions. It is designed for professionals in finance, law, and corporate advisory who need to maintain control over who can view or download specific files.

The tool supports mid-market and enterprise companies, law firms, and financial advisors handling M&A, IPOs, or private equity deals. It supports the due diligence process by providing a secure environment where stakeholders can collaborate via Q&A tools while administrators monitor activity.

Buyers should confirm that features vary across the three pricing tiers. For example, AI tools and advanced security settings are not included in the entry-level Core plan; those requiring AI redaction or document search should review the Premier or Enterprise options.

Security is a primary focus, with the platform maintaining compliance with SOC 1/2/3, ISO 27001, GDPR, HIPAA, and PCI DSS to support regulated environments.

Key Features

  • Granular Access Controls

    Allows administrators to set role-based permissions and user groups to manage document access.

  • Audit Trails

    Provides document activity tracking and reports to monitor how files are accessed.

  • AI-Powered Tools

    Includes AI-powered document search, AI chat for document interaction, and AI-powered redaction.

  • Dynamic Watermarking

    Supports customizable watermarks to help protect sensitive documents from unauthorized distribution.

  • Q&A Collaboration

    Provides tools for stakeholders to communicate and resolve questions during due diligence.

  • Encryption and Security

    Uses AES-256 encryption at rest and SSL/TLS encryption in transit, alongside two-step verification.

Use Cases

  • M&A and Fundraising

    Sharing confidential company data with potential buyers or investors while tracking document access.

  • Due Diligence

    Organizing a secure repository of documents for reviewers to examine during a corporate transaction.

  • Legal and Litigation Review

    Using Q&A collaboration and secure sharing tools to manage legal document reviews.

  • Compliance and Auditing

    Maintaining a secure environment for auditing processes and regulatory document sharing.

FAQ

What is the difference between the EthosData pricing plans?

The Core plan is for basic deals with one project and five admins. Premier adds advanced security and AI tools, while Enterprise supports unlimited projects and SSO integration.

Does EthosData offer a free trial?

Yes, a free trial with full functionality is available and does not require an initial payment.

What security certifications does EthosData have?

The platform complies with SOC 1/2/3, ISO 27001, GDPR, HIPAA, and PCI DSS.

Source category: Operations

Source subcategory: Virtual Data Room

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