The virtual data room, wired into the CRM.
Open from the deal in one click. Buyers are in the moment they sign. Every page they read lands on their record.
The problem
Data rooms are bought per project from a separate vendor.
They are set up by hand and disconnected from the process that feeds them. Trove opens from the deal and inherits the buyers.
Features
01
Opens from the deal.
A deal in Reticle opens a room in Trove. Buyer groups from the pipeline become permission groups. Nothing is set up twice.
02
Signed NDA, instant access.
A buyer signs the NDA in Reticle and the room opens to them. Nobody re-sends a link.
03
Decide who sees what, down to the folder.
Folder-level permissions by buyer group, dynamic watermarking, view, print and download controls, versioning and an indexed structure.
| Group | 01 Corp | 02 Fin | 03 Comm | 04 Legal |
|---|---|---|---|---|
| Strategic | ||||
| Sponsor | ||||
| Family office | ||||
| Advisor |
04
Know who is serious before the IOI.
Who viewed what, when and for how long, logged in the room and written to the buyer's record in Reticle.
05
Q&A by buyer group, tracked to the answer.
Buyer questions are routed, answered and tracked inside the room, one thread per group.
Works with
One record across all three.
Reticle
The deal, the buyers and the NDA come from Reticle.
Sonar
The buyer map from Sonar seeds the groups.
The hand-off
Sourced in Sonar. Run in Reticle. Closed in Trove.
Sector: Industrial Services
EBITDA Range: $2-5M
Ownership: Founder led
Region: CA / US
Finds and enriches the buyers and sellers worth calling.
| Company | Revenue | ||
|---|---|---|---|
| ✓ | Precision machining | Band C | on file |
| Industrial HVAC | Band B | on file | |
| ✓ | Fluid handling | Band C | on file |
| Metal fabrication | Band D | on file | |
| ✓ | Packaging | Band C | on file |
| ✓ | Test equipment | Band B | on file |
| ✓ | Controls | Band C | on file |
| Coatings | Band D | on file |
Runs every mandate, call and task in one place.
Contacted
Engaged
NDA
LOI
Diligence
Opens the data room and shows who read what.
AI-first
API, MCP server and CLI.
An API, an MCP server and a CLI for structuring and populating rooms.
Example
An agent builds the folder index from a diligence request list and drafts Q&A answers from the documents for the advisor to approve.
Founding partners
We're selecting our founding partners.
A small group of firms will run their mandates on Vibanc first and shape what we build next. We review every application and choose by fit.
What we look for
- — Advisors running live mandates, sell-side or buy-side.
- — Firms ready to run on AI, not just try it.
- — Partners who will tell us what to build next.