End-to-end protection for
confidential deal workflows

Financial models, investor data, and diligence documents contain sensitive PII and confidential information. PPAD keeps that data protected — and auditable — as it moves between investors, advisors, and counterparties beyond the data room.

The data room keeps things organized. It can't control what happens after files leave it.

Secure VDRs like Digify are essential for structured due diligence. But real deal activity rarely stays in one place. Files get emailed to advisors. Decks get forwarded to partners. Diligence documents get downloaded and circulated across buyers and legal teams.

Some deal materials never even make it into the data room — they move through Gmail and Drive because that's where daily communication happens.

PPAD closes the gap. Encrypt sensitive deal files in Gmail and Drive, and maintain control wherever those files travel — even after they're downloaded and saved on someone else's device.

Protect the parts of the deal that usually escape control

Keep confidential information from spreading

Control financials, fundraising materials, diligence documents, and internal deal communications even after files are forwarded or downloaded.

See who's engaging with your materials

Track when files are opened and how much time investors or buyers spend on each section. Use that signal to follow up with confidence.

Adapt access as the deal evolves

Update permissions, revoke access, or apply watermarks as investors, buyers, advisors, and stakeholders enter and leave the process.

Keep deals moving without slowing down

Share through Gmail and Drive as you normally would. Protection is applied with a toggle or right-click — no new platforms or workflows.

Built for the way deals actually move

Fundraising

Share pitch decks, financials, and diligence documents with prospective investors while keeping control over what they do with those files after they receive them.

M&A and due diligence

Keep deal documents, management materials, and follow-up files confidential across buyers, advisors, and internal stakeholders — even when communication happens outside the data room.

Investor communications

Maintain confidentiality across investor updates, board materials, and sensitive reports shared with existing or prospective investors.

Advisory and transaction support

Protect sensitive documents shared during reviews, negotiations, and transaction support — especially when files need to move quickly between multiple external parties.

Pitch decks and financial models don't belong in AI tools. PPAD makes sure they stay out.

As AI tools become common in financial and advisory work, deal materials can end up as inputs to AI systems in ways nobody planned for. A counterparty uses an AI tool to analyse your CIM. An advisor's assistant pastes a term sheet into a prompt. A bidder who dropped out still has your financial model.

PPAD lets you revoke access, block extraction, and limit what can be done with files — even long after they were originally shared.

A stronger deal workflow:
Digify VDR + PPAD

Use Digify Virtual Data Rooms for structured due diligence and controlled document access during the formal deal process. Use PPAD when deal communication continues outside the VDR — in emails, follow-ups, and day-to-day sharing over Gmail and Drive.

Keep deals moving.
Keep confidentiality intact.

Protect the files and emails that matter most across every stage of the deal.