Virtual Data Rooms & Transaction Security Verified

Vault Rooms by CoolLife.io

United States

Vault Rooms by CoolLife.io enables organizations to easily secure, manage confidential transactions from initial engagement through post-closing document retention. The platform supports mergers and acquisitions, capital raising, due diligence, legal matters, audits, board governance, and other secure collaboration requirements.

Key features

  • Secure Virtual Data Rooms (VDR)
  • Single-tenant architecture
  • Granular role-based permissions
  • Dynamic watermarking
  • Complete audit trails and activity reporting
  • Secure document sharing and collaboration
  • Folder and document organization
  • NDA and agreement workflows
  • Due diligence management
  • Custom room templates
  • User and group management
  • Two-factor authentication
  • White-label branding
  • Email notifications and messaging
  • Reporting dashboards
  • CRM integration
  • Workflow automation
  • Project management
  • Long-term document retention and archiving.

Integrations

Integrates with the CoolLife.io platform that includes CRM, workflow automation, secure forms, project management, reporting, email communications, and customer lifecycle management. Supported plans also include integrations with Microsoft Outlook, Gmail, and DocuSign.

More information

Built on a single-tenant architecture, Vault Rooms provides organizations with an isolated environment designed to support security, governance, administrative control, and long-term document management. The platform also integrates with the broader CoolLife.io ecosystem, allowing organizations to extend into CRM, workflow automation, reporting, project management, marketing automation, and customer lifecycle management when business requirements expand.

What Makes Vault Rooms by CoolLife.io Different

Key differentiators highlighted by the vendor.

  1. Single-tenant architecture with isolated customer environments.
  2. Secure Virtual Data Rooms with granular permissions, watermarking, audit trails, and reporting.
  3. Expand from a VDR into an integrated business platform without replacing systems.

Key facts

Year founded
2006
Pricing
Subscription-based pricing with a 3-month Basic plan for short-term projects, annual subscriptions paid monthly, or annual prepaid subscriptions with discounted pricing. Plans scale from individual professionals to enterprise organizations.
Deal stage
All
Target market
Investment Banking · Private Equity · Venture Capital · M&A Advisory · Corporate Development · Commercial Banking · Accounting, Legal & Valuation Firms · Business Brokers · Healthcare & Life Sciences · Manufacturing & Engineering · Government Contractors · Board Governance

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