Use cases

Due diligence package sharing for Consulting

Share the package through a controlled link, review open history, and revoke access as diligence progresses. Consultants can coordinate review with the client team.

User benefit

The deal team can monitor delivery activity and revoke access as diligence progresses. Consultants can confirm a client delivery signal and close access when an engagement ends.

Workflow

1. Prepare: Share the package through a controlled link, review open history, and revoke access as diligence progresses. Consultants can coordinate review with the client team.
2. Control access: Upload the PDF, create a private link, choose download access, and keep the option to revoke the link.
3. Share: Send the private link to the intended consulting audience.
4. Review delivery signals: Review the open time, approximate location and network organization when available, device and browser categories, and active dwell time. An open does not establish identity, comprehension, or intent.