Secure deal collaboration

Run your deal from one place.

Share documents, manage access, track activity and organize due diligence in one workspace built for founders, M&A advisors and investment bankers.

Get started freeBook a demoFree plan, no card needed. Data rooms free for 14 days.

Project Kestrel

Sell-side
86 documents · Link is live
Documents 86
IndexTypePagesAddedViews
1Corporate9 files
1.1Certificate of incorporation.pdfPDF42 weeks ago6
1.2Board minutes 2025.pdfPDF16Last week4
2Financials14 files
2.1Financial model FY26.xlsxXLS242 days ago11
2.2Audited accounts FY25.pdfPDF385 days ago8
2.3Revenue by customer.xlsxNewXLS6Today3
3Legal21 files
3.1Material contracts.pdfPDF523 days ago7
4Commercial12 files
Built forFounders raisingM&A advisorsInvestment bankersDeal counsel

From first file to signed deal.

Three steps. Most teams have a room ready to share the same day.

01 · Set up
New data room
Start from
1 Corporate2 Financials3 Legal4 Commercial5 People

Build your room

Start from a template or your own folders. Octopus numbers the index, 1, 1.1, 1.1.1, so everyone points at the same document.

02 · Share
Share 2 Financials
Verified email
NDA before reading
Watermark
Passcode
Let them download
Verified · NDA · Watermarked · View onlyLive

Invite with controls

Ask for a verified email, an NDA or a passcode. Watermark every page, turn downloads off, set an expiry.

03 · Track
Financial model FY26Reading now
JLj.lee@harbourcap.com
12mreading
9 of 12pages
3visits
Page 1Most time on page 6

Follow every move

See who opened what, page by page and for how long, then follow up at the right moment.

Data rooms

Folders, documents and people for each deal, numbered the way diligence runs. Start from a template, add files from your library without re-uploading.

Data rooms / Series A
IndexTypePagesAddedViews
1Company overview3 files
1.1Pitch deck.pdfPDF182 weeks ago14
1.2Board update Q3.pdfPDF9Last week5
2Financials5 files
2.1Historical accounts3 files
2.1.1Accounts FY24.pdfPDF31Mon6
2.1.2Accounts FY25.pdfNewPDF34Today2
2.2Model and forecast2 files
2.2.1Financial model FY26.xlsxXLS24Tue11
3Cap table and legal7 files
3.1Cap table.xlsxXLS3Last week9
4Product and technology4 files
Numbered index, nested folders, versionsAll plans with rooms

Secure sharing

Every link can ask for a verified email, an NDA or a passcode, watermark each page with the reader's email, block downloads and stop working on a date.

Share 2 Financials
Who can open it
Verified emailThey confirm with a one-time code
Only listed peopleNamed emails or whole domains
NDA before readingYour text, accepted before page one
WatermarkTheir email on every page
PasscodeA code you share separately
Let them downloadOff: view in the browser only
Email me when someone opens it
Link
talkoctopus.com/v/kestrel-financials
Stops working after
Only these people
  • JL
    j.lee@harbourcap.com
  • NC
    northgate.coAnyone at the domain
  • MC
    m.chen@alderpike.com
  • RS
    r.shah@harbourcap.com
  • AR
    a.ross@alderpike.com
Verified email · 5 allowed · NDA · Watermarked · View only · Expires in 30 daysLive
Verified email, passcode, expiry on every planWatermark and NDA from Founder

Access control

Give each buyer or investor their own link to just the folders they should see. Approve access requests, and turn any link off in one click.

Project Kestrel / Access
Groups · each with its own link · click a folder to give or take access
Harbour CapitalActive
JLRSLP3 people · 23 opens
Northgate PartnersActive
TGSI2 people · 9 opens
Alder & PikeActive
MC1 person · 14 opens
Brookfield GrowthActive
DR1 person · 4 opens
Access requests
a.ross@alderpike.com asked for access“Joining the Alder & Pike diligence team.”
Per-party links and foldersDeal and up

Activity tracking

See who opened what, page by page and for how long, and keep a full audit log of opens, downloads and access changes you can export.

Financial model FY26 / Analytics
Views
31
People
9
Avg. visit
7m 40s
Read to the end
44%
Time on each page · hover or click a bar
Page 1Most time on page 6
Audit log
Opened
j.lee@harbourcap.comDesktop · London
10:42
Downloaded
m.chen@alderpike.comAudited accounts FY25
09:15
Access approved
Youa.ross@alderpike.com
Yesterday
Page-by-page analytics on every planAudit log and CSV on Deal and up

Built for deals, not file storage.

Shared drives weren't made for confidential transactions. Legacy data rooms weren't made for small teams.

Shared drivesGoogle Drive, DropboxLegacy data roomsEnterprise VDRsOctopus
Set up a roomManual foldersDays, often after a sales callMinutes, self-serve, from a template
See who read whatBasic or noneYesYes, page by page
NDA before accessNoYesYes
Watermarks and download controlLimitedYesYes
Per-party permissionsHard to manageYesYes, folder by folder
PricingCheap, not built for dealsPer page or a custom quotePublished, from $49/month
Security

Your information stays under your control.

Exactly what we do to protect your deal, in plain terms.

Read the security overview →
Encryption

Files encrypted at rest (AES-256) in Cloudflare R2 and in transit over TLS. Workspace data in Supabase Postgres, also encrypted at rest.

Access-checked files

Files are never at a public address. Every request for a page is checked against the viewer's access before anything is sent.

Verified viewers

Ask for a one-time email code, a passcode, an NDA, or a list of approved people and domains.

Watermarks Founder and up

The viewer's email across every page they read.

Download control

Off by default. Readers view in the browser unless you allow a copy.

Permissions Deal and up

A separate link per party, limited to the folders you choose. Turn any link off instantly.

Audit log Deal and up

Every open, download, invitation and access change, exportable as CSV.

Two-factor sign-in

Authenticator-app codes for your team, and a workspace rule to require them for everyone.

Your data

Archive a room, export it as a zip, or delete it for good, any time.

Simple pricing, published.

No per-page fees. No per-seat bills. No sales call to get a number.

Show plans for
Free$0forever

Share a deck and see exactly who reads it


  • 50 documents and 50 links
  • Unlimited viewers
  • Page-by-page analytics
  • Verified email gate
  • Passcode, expiry and turn-off
  • Allow-lists of people or domains
  • Folders, versions and trash
  • 30 days of history
Get started free
FounderMost popular$49/month

Pre-seed to Series A, raising


  • Everything in Free
  • Unlimited documents and links
  • Watermark with each viewer's email
  • NDA before reading
  • HTML documents
  • Up to 3 people, with an invite link
  • Full history
Start with Founder
Room$119/monthFree for 14 days, then $119/month.

A founder or sponsor when the lead asks for the folder


  • Everything in Founder
  • One data room
  • 12 data room templates
  • Person-by-person history
  • Room analytics
  • Up to 5 people
Start 14-day free trial

Teammates included on every plan, never billed per seat. Yearly billing gives two months free.

NamanFounder, Octopus
From the founder

“I started Octopus after watching sensitive deal files get passed around in shared drives with no idea who had seen what. Every new team gets onboarding from me directly. I'll set up your first room with you and answer any security question your counterparty asks.”

NamanFounder, Octopus
Changelog

Shipping every week.

The latest things you can use in Octopus, newest first. Every item here is live today.

See everything we've shipped →
16 October 20265 updates
  • New
    Single sign-onSecurity

    On Firm, require your team to sign in with your company's Microsoft or Google Workspace account.

  • New
    Firm plan, on your termsPlans

    Pay by invoice on a yearly contract or your own paper, with dedicated onboarding and priority support. Tell us about your team on the Firm page.

  • New
    Export your whole workspaceWorkspace

    On Firm, download every document in its folder plus spreadsheets of the audit log, views, links and rooms in one ZIP.

  • New
    Templates pageData rooms

    Browse 12 data room templates by kind of deal, from a seed round to a property sale, preview every folder, and start a room from one.

  • Improved
    Share without leaving the pageDocuments

    Uploading and sharing a document now opens in a pop-up wherever you are.

Questions dealmakers ask us.

Anything else? Talk to the founder directly.

Do my buyers or investors need an account?

No. They open your link in a browser. If you've asked for a verified email, they type it and get a one-time code. If you've added a passcode or an NDA, they enter it or accept it first. That's all.

Where is my data stored, and who can see it?

Files are stored in Cloudflare R2 and your workspace data in Supabase Postgres, both encrypted at rest and in transit. Files never sit at a public address: every request for a page is checked against the viewer's access first, and database rules keep every workspace's records separate.

Can I move an existing data room to Octopus?

Yes. Start from a template or recreate your folders, then upload your files or add them from your library. Book 20 minutes and we'll do the move with you.

What happens to files after the deal closes?

Archive the room: every link to it stops working and nothing is deleted, so you can bring it back later. You can also export the room as a zip (Deal and up) or delete it for good.

Which file types are supported?

PDF, Word, PowerPoint and Excel (converted to PDF so they open in any browser), plus self-contained HTML documents on Founder and up.

Can I try it on a live deal?

Yes. The Room plan comes with a 14-day free trial: a real data room with real links. Cancel before it ends and you won't be charged. Document sharing and analytics are free for good on the Free plan.

Ready for your next deal?

Start free, or try a data room free for 14 days. We'll set it up with you if you like.