CyberGrant case study - Secure M&A data room for legal advisors

The context

A consulting firm specializing in mergers and acquisitions (M&A) needed to securely share a large volume of confidential documents - contracts, due diligence files, business plans, and financial data - with multiple external stakeholders, including advisors, law firms, investors, and corporate representatives.

This level of collaboration demanded a secure, easy-to-manage platform that could assign access permissions with precision, offer external stakeholders a smooth and controlled user experience, block unauthorized ai-based data extraction, and ensure full GDPR compliance.

With FileGrant enterprise, the firm deployed a secure, flexible, and fully branded virtual data room equipped with best-in-class document protection features.

Role-based folder structures – automatically organized by client, case, or legal area, with preconfigured permissions for each user type.
Smart classification labels – tags like client confidential or pending litigation automatically trigger restrictions such as screenshot blocking, forced encryption on download, and no-forwarding policies.
Simplified access – passwordless login restricted to assigned folders, with built-in activity tracking for external partners.
AI scraping prevention – blocks automated systems from reading confidential documents.
Real-time collaboration – multiple users can edit shared office documents (like excel) simultaneously.

Securing documents in M&A transactions

The context

The challenge

The solution

The results

Scarica il caso di studio

Related case studies

Discover how to protect your most valuable assets.