For M&A, financing and due diligence. Hosted in the EU, with per-user watermarks, an NDA before first access and an audit trail nobody can rewrite — in every plan, including the free one. AI assists where you switch it on; a person decides.
For corporate financefundslaw firmsnotariescommercial real estatebusiness owners
Whoever you are at the table: choose your role and see how Servandum fits your work.
You run several sales or financings at once. A data room per mandate, and for each bidding party its own group with its own folders and its own Q&A.
You use: group separation · NDA before access · Q&A per group · per-user activity · access report
A boutique advises on the sale of a family business. Three interested parties each accept the NDA and see only their own folders and questions. The adviser sees per user what has been viewed.
A current data room per portfolio company, for reporting, financing or a next round. At an exit, one room in which every bidder has its own group; on the buy side, a room for your deal team, lenders and advisers in an acquisition or add-on. A separate room for your own investors’ due diligence. Also for family offices and impact investors with direct holdings or project finance.
You use: multiple data rooms side by side · groups and permissions per folder · versioning · audit trail
Usually fits: Portfolio
A mid-market fund keeps a room for each of its portfolio companies. When raising a new fund, prospective investors share one separate room, each in a group of its own.
For the M&A practice, and for insolvency practitioners who share documents with prospective acquirers in a pre-pack or going-concern sale. Group separation per party, an NDA before access and an audit trail not even we can alter, with exportable reports for the file.
You use: NDA before access · per-user watermark · audit trail · access report (PDF) · audit-log export
Do you carry out customer due diligence in transaction work? Hold those documents in a folder of their own, with its own permissions and every view recorded, rather than in an email thread. About the customer due diligence module (in development)
An insolvency practitioner shares the documents of a going-concern sale with three prospective acquirers. They only get access after the NDA, see every document with their own name as a watermark, and the access report goes into the file.
In a share or real-estate transaction, the notary brings the parties together. Give buyer, seller, financier and advisers each their own group, with an NDA before first access and an audit trail that records who viewed what, and when.
You use: groups per party · NDA before access · audit trail · access report
Carrying out customer due diligence for a transaction? Put copies of identity documents and register extracts in a folder you open to no party, rather than forwarding them as email attachments. About the customer due diligence module (in development)
For a share transfer, seller, buyer and bank share their documents through the notary’s office. Each party sees only the folders opened up for it. The office keeps the access report with the file.
Brokers and investment advisers selling a property or portfolio share leases, drawings and reports with interested parties. Each party gets its own group and sees every document with its own name as a watermark.
You use: groups per bidder · watermark · Q&A per group · semantic search (optional, with a subscription)
Do you carry out customer due diligence as a broker on a purchase or sale? Put those documents in a folder of their own that bidders cannot see, with every view recorded. About the customer due diligence module (in development)
In the sale of an industrial building, a bidder searches for “the lease for the warehouse” and finds the right document, even though the file is called something else. That works with semantic search from the optional AI package, always within that bidder’s permissions. The AI package can be added to any subscription.
A sale or financing process without a subscription: a data room for the duration of the transaction. Working with an adviser? They can set up the room for you.
You use: one data room for the duration of the deal · NDA before access · Q&A
An owner-director sells the company and takes Per-deal for six months; the adviser sets up the folders and invites two prospective buyers.
Then your counterparty, adviser or notary has set up a room for you. You sign in with a single-use sign-in link and see only what has been released for your group. Accountants and lenders join in the same way. Want to work like this yourself?
From the first folder to the archive: this is how a transaction moves through the room, and how each party comes to the table.
A folder structure with index numbering, from a template if you wish.
Who: seller, broker or adviser
Upload with versioning: uploading the same file again creates a new version.
Who: seller, broker or adviser
A group per party, permissions per folder, and an NDA before first access.
Who: adviser, broker, lawyer or notary invites buyers, financiers and their advisers
Every view and download is recorded; participants see every document with their name as a watermark.
Who: bidders, financiers, accountants
Q&A separated per group, linked to the document where relevant, and exportable to Excel.
Who: bidders ask, the sell side answers
The room is archived and becomes read-only; you export the audit trail and the access report for the file.
Who: seller, notary, lawyer or insolvency practitioner
Illustrative process; the order differs per transaction.
Dynamic per-user watermarks, an NDA before first access and an immutable audit trail of every action.
All documents and the database reside in Amsterdam, in European data centres under European law. Where a service outside the EU is involved, the privacy statement says so.
Buyers, advisers and financiers each see exactly what their group is allowed to see — down to Q&A and markups. Permissions per folder, per-user activity.
Versioning, structured Q&A, completeness tracking and exportable reports keep the whole transaction inside one controlled environment.
AES-256 at rest at our EU hosting partner, for documents and database; TLS 1.2+ in transit — backups included.
Documents live in a private bucket. Downloads run through signed links for a single file that expire after 60 seconds.
Row-level security as a second lock: even our own application sees zero rows without the right deal context. Fail closed, by design.
The audit trail is append-only, enforced inside the database itself — not even we can edit the record of a transaction.
Mandatory two-step verification for administrators; single-use sign-in links (valid 15 minutes) and rate limiting for stakeholders.
Application, migrations and operations run under separate database roles with minimal rights, on EU infrastructure with daily encrypted backups.
Cannot be altered, not even by us.
File type checked on its content, not just its name.
Download links expire after 60 seconds.
GDPR export per person.
Anonymisation on request.
End after 30 minutes of inactivity, and after 8 hours at most.
A word on “end-to-end encryption”: a data room that watermarks, converts and indexes documents cannot be blind to them. So instead of a marketing label, we encrypt everywhere it is possible and document precisely where processing happens — we are happy to walk you through it in an introduction.
For every transaction you request the same documents: copies of identity documents, UBO and company register extracts, articles of association. They circulate as email attachments, end up in cc chains, and years later you are searching your inbox to show what you had.
In Servandum, those documents can already sit where only invited users get in, no party sees another party’s documents, and every view is recorded in a log nobody can alter. A module that turns this into a restricted file per party, with a retention period, is in development.
We are working on a module that brings customer due diligence to where the transaction already lives.
A tool for your file, not a judgement: you decide; Servandum keeps the record.
Want to be among the first? Mention “customer due diligence” in your message.
Register interest in early accessOn the EU Anti-Money Laundering Regulation (AMLR) starts to apply; in the Netherlands it largely replaces the Dutch AML Act (Wwft). Under the AMLR, customer due diligence records must be kept for five years after the business relationship or transaction ends, with a possible extension.
PACTA SVNT SERVANDA
Whether you advise, invest, broker, notarise or handle an insolvency: in the administrator’s seat you set up the room; in the second seat you experience what your client, buyer or bidder sees.
In your own sandbox you're the administrator: upload files, arrange folders, set permissions, answer questions, publish the NDA, export the access report — everything a data-room owner does before and during a deal.
Invite a second email address — your own, or a colleague's — to experience the NDA gate, the watermarked viewer and the folders a stakeholder actually gets, exactly as your counterparty would.
Off by default. Your documents are never used for training.
After each upload, AI proposes document type, date, parties and tags. An admin confirms before anything becomes visible.
Find "the lease for the warehouse" even when the file is called something else — strictly within each user's permissions. Useful for bidders and buyers, and for any real-estate file.
The data room checks itself against a DD checklist and flags what is still missing before the buyer asks.
Incoming documents are classified and assigned to the right folder — automatically during setup, as a confirmable proposal once the data room is live.
Optional with any subscription: € 50 per month plus usage. See pricing
AI is an option, never a requirement. It is switched on per data room, usage is metered transparently, and nothing moves or becomes visible without a human decision.
Every plan gets full core security.
€ 0
€ 95/ month · annual contract
€ 295/ month · annual contract
€ 795/ month · annual contract
on request
€ 750· one-off · 6 months
All prices exclude VAT. The AI package (metadata, semantic search, completeness check, smart intake) can be added to any subscription for € 50 per month plus transparently metered usage: € 0.50 per AI-processed document, € 0.05 per semantic search, € 1.00 per completeness check.
Servandum is rolled out in stages and every environment is set up personally. Leave your details below and we will contact you within one business day.
Happy to plan an introduction — leave a message at info@servandum.nl.
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