The command center for investment banking deal flow.
Run every mandate end to end — pipeline, secure data rooms, tasks, and compliance — on one platform built for M&A, capital markets, and advisory teams.
chengeta /tʃeŋˈɡeta/ — Shona, to keep, to protect. That is the whole job.
From $100/month · Watermarking, NDA gating & full audit trails on every plan.
Total Pipeline
$4.9B
+12.4%
Weighted
$3.1B
+6.8%
Active Deals
27
4 closing
Everything a deal team needs, in one place
Purpose-built for the workflow of a modern investment bank — no bolted-together spreadsheets, shared drives, or email threads.
Deal Pipeline
Track every mandate across 10 stages from origination to post-closing, with weighted, probability-adjusted pipeline value at a glance.
Virtual Data Room
S3-backed secure storage with presigned URLs, folder structures, per-user watermarking, PDF/Office encryption, and NDA-gated external access.
Task Management
Drag-and-drop Kanban with priorities, owners, and due dates so nothing slips through on a live transaction.
Compliance & Barriers
Information barriers, restricted-entity monitoring, and immutable audit logs keep sensitive deals walled off and auditable.
Firm Analytics
Permission-scoped analytics on pipeline health, conversion, and team performance across the entire book.
Directory & RBAC
Counterparty directory plus 8 granular roles — Managing Director to Analyst, Compliance, and Read-Only.
Bank-grade security on every document
Share sensitive diligence materials with counterparties without losing control. The Chengeta vault is engineered for the confidentiality a live transaction demands.
Per-user watermarking
Every view and download is stamped with the viewer's identity across PDF, image, and Office formats.
NDA-gated access
External parties accept an NDA before a single document loads in the client portal.
Encryption at rest & in transit
Documents are encrypted and served through short-lived presigned URLs — never public links.
Full audit trail
Every open, download, and grant is logged for compliance and post-deal review.
One workflow, origination to close
Move deals through a structured lifecycle — the whole team always knows exactly where every mandate stands.
Three ways to hold the vault
No free tier and no per-deal fees. Commit for longer, unlock more of the platform and pay less every month.
Boutique desks & independent advisors
Vault
Protect your first mandates.
Watermarked data rooms from day one
- Up to 10 active mandates
- 2 data rooms per deal
- 5 team seats
- Per-user watermarking on every document
- NDA-gated external access
- 30-day audit trail
- Email support within 24h
Growing advisory & capital-markets teams
Vault Pro
Run the whole book, walled off properly.
Information barriers between deal teams
- Everything in Vault, plus:
- Up to 40 active mandates
- 10 data rooms per deal
- 25 team seats
- Information barriers (Chinese walls)
- 12-month audit trail
- Firm-wide pipeline analytics
- Priority support within 8h
Full-service banks & regulated institutions
Vault Premium
Nothing leaves the walls.
Unlimited scale with a full compliance record
- Everything in Vault Pro, plus:
- Unlimited mandates, data rooms & seats
- Restricted-entity monitoring
- Complete immutable audit history
- Custom branding on client data rooms
- Dedicated account manager & onboarding
- Named compliance contact
- 99.9% uptime commitment
Included on every plan
Prices in USD. Change plan or cancel before your term renews — your data stays exportable either way.
Frequently asked questions
Put your next mandate in the vault
Set up your firm in minutes and run your next deal with the control an investment bank expects. Plans from $100 a month.