M&A solutions

M&A solutions for Private Equity, M&A Advisory, and Corporate Development

Vaultium is the M&A Operating System from J&C Dynamic Solutions: named-agent diligence with page cites, IC packs, and Day-100 PMI. Document bytes stay in the VDR.

ZDR Active

Master Controller Agent

Run when the PDFs for this wave are in the VDR. This click is Wave 1 only. Upload more files later, then run again. Fleet runs only if vehicle files are present.

Which deal am I inNot selected

What stage is it—

What is blocked on me—

Today on this deal

Next named agent, open gates, and files still needed from the seller. Copy the seller email from Project & Collaboration.

Next agent

Select a deal to see the next named agent.

Open gates

Select a deal to load what is blocked on you.

Next files

Select a deal to check requested files.

Commercial tenant jcdynamic

Sell and run third-party Private Equity, M&A Advisory, and Corporate Development rooms.

Onboard a Controller onto the executed third-party order form, open a deal, and run named agents from origination through Day 100. Document bytes stay in S3. Unscoped chat is denied.

Third-party VDR

Onboard a customer

Creates the company and first deal under jcdynamic/{deal_id}. Legal target is the VDR slug. Target nickname (VP or intranet name) opens the same room. Map each work email to tenant, deal, role, and side before counterparties join. Cap is 15 seats.

Who this is sold to

Live rooms

Onboard a customer to load live rooms.

Named agent request

Working deal

No deal selected

Source PDFs and Word in this room

Select a deal to load PDFs and Word from the VDR.

Analyze every VDR file (PDF and Word) by filename and in-room content fingerprint. Misnamed seller files still get a named-agent owner and a PDF/Excel row. Counsel still gates. Not a legal opinion.

Cited work items

Awaiting request.

Cited findings appear in a table. Accept or reject on the row.

REPORT CENTER

Open a deal report

Type the deal and choose the named agent. You land on cited work items so you can open PDF or Excel.

Deal name

Named agent report

Choose a deal and a named agent, then open PDF or Excel on the results.

Compliance

Compliance & Security Settings

Check that named agents keep page cites and that open chat over the room is blocked.

Named-agent controls

This check does not use deal files. Open chat over the room is blocked.

Verification not yet run.

Deal delivery workspace

Project & Collaboration

See who is in which file, how long they reviewed it, and claim a task so two people do not duplicate work. Data-room bytes never enter the controller.

Virtual Data Room

Drop a CIM folder or many PDFs. Vaultium authorizes, then the browser posts bytes to S3. View opens that cited PDF or Word so you can confirm the quote, then Accept or Reject on the named agent. Download saves that same source file. Excel workbooks are not in this list — use Excel on the named agent or Report Center. Done reviewing stays on every file. View lasts 15 minutes; each upload grant lasts 30 minutes. Fingerprint one file when needed. Named agents still classify unmatched names after intake. Bytes stay in S3.

Deal

The review log is visible to any teammate on this deal and side. Presence is a soft lock: a second reviewer can still open the file. Claim the task to keep work exclusive. Bytes stay in the VDR.

Task tracking

Document sharing

Workflow automation

Review log

Who opened this deal, which document they reviewed, and how long they stayed. Check this anytime. Download CSV for counsel or the PMO.

Select a deal to see who is live.

Milestones and document requests

Screening and scoring stay on Originator and Mandate Fit. This list tracks stage gates and filenames still owed to the room. Bytes stay in the VDR. Vaultium does not send mail — copy the email or attach the Excel for the analyst to send to the seller.

Milestones

Select a deal to load stage gates.

Document requests

Seller request — still needed

Excel is the attachable checklist. Copy the email, paste into Outlook, attach the workbook, and send. Do not treat a blank as missing data on rows you close.