The recipient follows one room link.
No separate agreement email and no second destination to remember.
NDA & agreements
Agreement first. Access immediately after.
Put your own NDA in front of the room and keep access closed until the recipient signs, without a second tool or a manual signature check.
One continuous flow
Keep the NDA inside the access flow.
A PDF attachment, a separate e-sign tool and a second room link create three chances to lose momentum. RoundOS makes the agreement the first state of the room itself.
The NDA appears before gated material.
They review and sign inside the same flow that will open the room.
Access unlocks when signing completes.
The executed agreement and the first room open land on one recipient record.
Recipient experience
Signed and inside in one session.
A new investor verifies their identity, signs the agreement and reaches the room without waiting for the founder to confirm anything by hand.
Northstar Data Room · NDA gateRecipient view
Northstar Data Room · NDA gateRecipient view
Confidentiality agreement
Iris Kapoor
Where the agreement applies
Gate the room, or only the sensitive section.
Keep an overview open and place diligence behind the NDA, or require the agreement before anything in the room appears.
01Use your agreement
Upload the NDA approved for this deal or place the approved text into the room.
02Choose the scope
Apply it to the whole room or to the sections that need the gate.
03Keep the executed copy
The signed agreement remains attached to the recipient who accepted it.
Part of the room record
Who agreed, what they signed, when access opened.
The executed agreement sits next to that recipient’s access activity. If the question comes up later, the answer is attached to the room instead of buried in a different system.
RoundOS vs separate e-sign
The agreement belongs in the access flow.
Sign elsewhere, return later, wait for confirmation.
The recipient leaves the room and your team becomes the bridge between two systems.
Sign once, unlock immediately, keep one record.
The agreement changes the room state as soon as the recipient completes it.
Questions
NDA flow, answered.
01Can I use my own NDA?
Yes. Use the agreement approved for your deal rather than relying on a generic template.
02Can different rooms use different agreements?
Yes. Each room can carry the agreement appropriate to that transaction or audience.
03Can the NDA gate only one section?
Yes. Apply the requirement to the full room or only to selected sensitive sections.
04What does the recipient see before signing?
They see the agreement and not the gated material. The room or section unlocks only after completion.
05Where is the signed copy kept?
The executed agreement stays tied to that recipient in the room record for later reference.
Agreement, then access
Add an NDA to your next room.
Use the agreement your legal team approved and let the room enforce it.
No credit card. Live in minutes.