One Deal Room per Deal, From Inquiry to Closing
Infrastructure transactions sprawl across email, spreadsheets, and data rooms that go stale. SupplyVaultAI gives every deal a single access-controlled workspace where messages, documents, tasks, and contracts move through explicit stages — and every action is recorded.
Staged by design
Ten explicit stages, no ambiguity about where a deal stands
Every deal room progresses through a defined lifecycle: inquiry → NDA → RFI → RFQ → LOI → diligence → contracting → executed → payment → closing. Both sides always see the current stage and what unlocks the next one.
- 1
Inquiry and NDA
A deal opens with an inquiry against a listing or procurement request. Signing the NDA unlocks staged disclosure of sensitive detail.
- 2
RFI, RFQ, and LOI
Structured information requests and quotes keep responses comparable; an LOI records intent before the heavy diligence begins.
- 3
Diligence and contracting
Documents are exchanged in the room, contract versions move through review states, and execution passes through a formal gate.
- 4
Payment and closing
After execution, payment tracking carries the deal through confirmation to closing — the full history stays on the record.
Inside the room
Everything a deal needs, access-controlled
Messages
Deal communication lives in the room, visible to both sides, tied to the deal record instead of scattered inboxes.
Internal notes
Each side keeps private notes visible only to their own team — strategy stays internal while the shared record stays clean.
Tasks
Assign and track the diligence items, approvals, and follow-ups that actually move the stage forward.
Documents
Exchange diligence documents under NDA with access control per room — no external data room required.
Audit trail
Stage changes, document activity, and contract events are recorded, giving every deal a defensible history.
Access control
Only invited participants from the two counterparties see the room; staged disclosure governs what each stage reveals.
Frequently asked questions
Who can see what inside a deal room?
Only invited participants from the buyer and seller sides can access a room. Messages, documents, and stage history are shared between the two sides, while internal notes are private to each side's own team.
Can a deal skip stages?
Stages exist to protect both sides: the NDA gates diligence disclosure and the execution gate precedes payment. Deals move through the lifecycle at whatever pace the counterparties set, but the record always reflects exactly which stage the deal is in.
Run your next infrastructure deal in one room.
Create a free account and open deal rooms from any listing or procurement request during your 30-day trial.