Expero | Virtual Data Room | Document Management

What is a Virtual Data Room?

Virtual Data Rooms answer the questions that matter when confidentiality is critical. Who should see this? What should they be able to do? When did they access it? And are we presenting ourselves in the way our clients expect? A data room brings security, structure, and professionalism to the moments where every detail matters.

Securely store and share sensitive documents

A centralised space for managing confidential files during transactions, deals, and critical projects.

Invite buyers and advisors, quickly and confidently.

Invite users with controlled access from the outset—set expiry, share direct links, and view the data room from the user's perspective.

Keep deal communication private

Manage questions, draft responses, and control exactly who sees each answer.

See how bidders are engaging

Track document access, user activity, and Q&A in real time. Generate clear reports on what’s been viewed, shared.

Mergers & Acquisitions

Due Dilligence

Fundraising

Real Estate Transactions

Private Equity

Intellectual Property

Energy

Accelerate deals with ironclad control.

Zero audit friction. Total transparency.

Tell your growth story, protect your IP.

Close asset portfolios without the drag.

Maximize portfolio visibility and LP trust.

Safeguard your most valuable assets.

De-risk complex asset transfers.

Streamline buy-side and sell-side due diligence with dynamic permissions, instant redaction, and real-time buyer engagement analytics.

Organize, index, and surface critical business documents in seconds. Give auditors, legal, and finance teams structured access while maintaining complete audit trails.

Impress institutional investors with tailored investor portals. Track exactly who views your cap table and deck down to the page, so you know who’s ready to term-sheet.

Centralize lease agreements, title deeds, and environmental assessments across complex commercial portfolios. Move from site appraisal to closing seamlessly.

Streamline high-stakes equity transactions, portfolio roll-ups, and LP syndicates. Maintain ironclad security over fund performance data and deal room access across every phase.

Seamlessly share pitch decks and sensitive financials with prospective investors. Monitor buyer intent with real-time analytics while keeping your IP completely locked down.

Handle high-volume regulatory compliance, land rights, and infrastructure data packages across joint ventures and asset sales with zero downtime and total compliance.

Built to meet global security standards and local compliance requirements.

ISO 27001

Certified to protect sensitive data without exception.

Regional data hosting

Meet local data requirements with global data centre coverage.

Encryption & MFA

Encryption, multi-factor authentication, and single sign-on.

Data room notifications

Instant email alerts for key data room activity.

Audit trails

Granular reporting on document access, user activity, and permissions.

Watermarking

Ensure downloaded data stays protected.

Built for confidential documents, not everyday file storage

When documents matter, storage isn’t enough. Data rooms provide control, visibility, and additonal layers security.

Control who sees what

Don’t lose control once documents leave your inbox.Set precise permissions, restrict downloads, and control access at every stage of a transaction.

Know exactly what happens

See who accessed your documents, when they accessed them, and what they did.Detailed audit trails give you complete visibility over every interaction.

Why use a virtual data room instead of cloud storage?

Tools like Dropbox, SharePoint, Google Drive, and OneDrive make storing and sharing files simple. But when documents are confidential, you need more than storage — you need control, security, and visibility.

Cloud Storage

Granular permissions by folder, document and user

Limited

Branded, professional client workspaces

Full audit trail of every action

Basic

Watermarks and download controls

NDA acceptance before access

Detailed viewer analytics and engagement tracking

Built for transactions, legal matters and confidential projects

VIRTUAL DATA ROOMS

Fast, affordable and easy to use

Optimise time and stay focused on the outcome with data rooms that mitigate risk, organise information and offer advanced tools for every requirement.

Learn more about Expero

Safelink's Expero product page screenshot

CHRONOLOGIES

Get to the crux of your matter

Comprehend complex narratives by quickly identifying events and creating structured timelines. Automatically cross-reference to documents, arrange events using an intuitive viewer, and export refined chronologies.

Learn more about Chronologica

EDISCOVERY ▪ EARLY CASE ASSESSMENT

Focus on the work that really matters

Zero in on crucial facts and streamline investigations with a platform that makes review exercises smooth, accurate and insightful. Plus, with transparent per-GB pricing, you can budget smarter.

Learn more about Lexiti eDiscovery

BUNDLES

Simple and Secure Court Bundles

Upload and unpack files, separate and organise documents, create sections and document ID’s, and let Safelink index, number and hyperlink your bundle, ready for customisation and export.

Learn more

Paid plans

Save upto 20%

Monthly

Annual

Silver

£40/month

Per data room

Includes:

Unlimited team members

1,000 Monthly AI credits

Unlimited invitees

Multi-factor authentication

2.5GB Storage

Basic data room analytics

NDA agreements

Granular permission controls

Audit logs

Gold

Best Offer

£80/month

Per data room

Everything in silver, plus:

5GB Storage

Dynamic watermarks

1,000 Monthly AI credits

Data room index

Q&A module with permissions

Redaction tools

Custom branding

Page-level access tracking

24/7 Support

Platinum

£160/month

Per data room

Everything in gold, plus:

Custom domain

1,000 Monthly AI credits

AI document summaries

Conceptual search

Document translation

Where Expero fits: explore industry use cases

M&A / Transactions

Prepare and present your materials cleanly, answer queries quickly, and keep the entire due diligence process organised.

Professional Services

Understand the case faster, organise the evidence, and build a clear, defensible narrative for pleadings, hearings, and trial.

Energy

Review documents, build timelines, and prepare foundations for internal, regulatory, or compliance investigations.

Fundraising

Share documents securely, manage investor access, and present your company clearly .

Energy

Organise documents, surface key facts, and maintain a transparent audit trail that stands up to regulatory scrutiny.

FAQs

How can Expero help me?

Safelink’s data room software, Expero, offers a secure, organised space to store, manage, and share sensitive documents, cutting down on time spent on routine deal maintenance. It simplifies collaboration by granting controlled access to key stakeholders, minimises risk, and accelerates decision-making. We’ve managed thousands of deals. With experience managing thousands of deals, Expero ensures users can easily locate documents, get quick answers to their questions, and keep you focused on what truly matters—driving results.

How can I be sure my data is safe?

Security has been central to Safelink since day one. From the start, we implemented advanced key management and have continually evolved to stay ahead of security threats. Safelink is fully compliant and holds top-tier security certifications, including the globally recognised ISO 27001. We provide robust, multi-layered security configurations and undergo regular independent audits to ensure your data remains safeguarded at the highest level of protection.

Will I need training to use Expero?

Our platform is designed for an intuitive user experience, making onboarding straightforward. However, our dedicated team is always available to guide you through the platform, ensuring you are set up for success.

Book a demo

How do I set up a data room? How long does it take?

Setting up an Expero Virtual Data Room takes just a few minutes. Our self-service sign-up portal allows you to create and manage single data rooms without any need for IT support, and additional rooms can be easily created from the home menu or duplicated from the settings of an existing room. For enterprise (storage-based) pricing with unlimited rooms, please get in touch with the team.

Can Expero accomodate complex, global transactions and cases?

We’ve handled large-scale matters for clients worldwide. Expero has no limit on users and offers a comprehensive suite of features that can be enabled or disabled depending on the complexity of your matter.

How will I be charged?

We offer per-data room plans that can be purchased on a monthly or annual basis, as well as storage-based plans with unlimited data rooms. To discuss storage pricing, get in touch with the team.

What customer support is available?

Our expert support team is on-hand 24/7 and typically responds within a few minutes. We also offer an extensive library of help articles on our Knowledge Hub.

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Secure Virtual Data Room software for legal, M&A, and due dilligence teams

What is a Virtual Data Room?

Securely store and share sensitive documents

Invite buyers and advisors, quickly and confidently.

Keep deal communication private

See how bidders are engaging

Easy-to-drive due diligence features to streamline stakeholder reviews.

Configure the review experience.

Your brand. Your room.

Control access. See everything.

Built to meet global security standards and local compliance requirements.

ISO 27001

Regional data hosting

Encryption & MFA

Data room notifications

Audit trails

Watermarking

Why use a virtual data room instead of cloud storage?

Why legal teams choose Expero

Fast, affordable and easy to use

Get to the crux of your matter

Focus on the work that really matters

Simple and Secure Court Bundles

Get started for free, or explore plans designed for clear, predictable costs.

Get started for free, or explore plans designed for clear, predictable costs.

Where Expero fits: explore industry use cases

Let’s discuss your Virtual Data Room needs.

FAQs

How can Expero help me?

How can I be sure my data is safe?

Will I need training to use Expero?

How do I set up a data room? How long does it take?

Can Expero accomodate complex, global transactions and cases?

How will I be charged?

What customer support is available?

Let’s discuss your Virtual Data Room needs.

Safelink Stories

14 Common Misconceptions About Web Design

Migrating to Linear 101

Building your API Stack

UX review presentations

Migrating to Linear 101

What Is a Legal Hold and How Does It Work

eDiscovery in Microsoft 365 and Outlook Explained

How To Redact Documents In Court Bundle Files

How To Format A Court Bundle Cover Page Properly

Best Court Bundling Software Features to Look For

Top Medical Timeline Software Review

The Role of Medical Chronologies in Legal Cases

How NLP Transforms Medical Records for Legal and Insurance Teams