Boutique M&A advisory firms

PDF tools for confidential deal work

Merge, compress, sign, sanitize, and organize deal PDFs without uploading client files to a converter cloud. Vault PDF processes core tools in your browser and generates proof your team can share.

Built for boutique M&A teams handling NDAs, CIMs, LOIs, diligence packs, board materials, and buyer lists.

  • CIMs
  • LOIs
  • diligence packs
  • board materials
  • buyer lists
  • cap tables
  • financial models

The risk

Free converters create deal-room exposure

Before an analyst uploads a CIM, cap table, or financial model to a free PDF converter, give the team a safer default. Vault PDF keeps PDF processing local in the browser.

  • Your team may be creating NDA exposure every time they drag client documents into a free cloud PDF converter.
  • Stop sending confidential PDFs to third-party converter servers just to merge, compress, sign, or sanitize a file.
  • Vault PDF keeps core PDF processing in the browser and gives your team a receipt to prove it.

Deal workflows

Everyday PDF work without the cloud upload

  1. 01

    Combine diligence PDFs

    Merge data-room exports, board decks, and buyer correspondence without uploading to a converter server.

  2. 02

    Compress for email

    Shrink large CIMs and financial exhibits with Smart lossless compression before client delivery.

  3. 03

    Sign and prove

    Fill, sign, and timestamp LOIs and NDAs, then share a deletion receipt with the deal team or client.

Questions from deal teams

How Vault PDF fits boutique M&A advisory workflows.

Give your deal team a safer PDF default

Start a 7-day Team trial, process a diligence PDF, and generate a receipt you can share.

7-day Team trial · No credit card required · Cancel anytime