StowbillA private equity data room for deals and portfolio reporting
Private equity teams use data rooms twice: once to diligence a target, and again for years afterwards to collect reporting from portfolio companies. Paying per project for both gets expensive. Stowbill gives a fund or its advisers one place for deal files and ongoing portfolio documents, priced per user.
During the deal
- Folders for each workstream, shared with the right group at the right permission level.
- Version history and check-out for the investment paper and model.
- Sign-offs tied to the version that went to the investment committee.
- An append-only log of who opened or downloaded each file.
After completion: portfolio reporting
Each portfolio company can upload monthly accounts, board packs and covenant certificates through a secure link, without an account. Files arrive scanned and filed. Version history keeps restated numbers alongside the originals, and the activity log shows who in your team reviewed them.
Per-project versus per-user cost
| Model | What you pay for | Effect on a PE team |
|---|---|---|
| Per project (common for enterprise VDRs) | Each room, often by pages or GB and duration | Costs repeat for every deal and every year of holding |
| Stowbill | Internal users per month | Deals and portfolio rooms sit within the plan's storage quota |
What is available today, and what is not built yet
We would rather you know exactly what you are buying. Outside buyers, investors, lenders and advisers can now sign in to a data room with an emailed one-time link. A partner must open each room before anyone outside the firm sees it. The viewer deters copying but cannot stop a screenshot, which is why every PDF page carries the guest's name. Excel, Word and CSV files open in the same protected view; PowerPoint and older .xls and .doc files should be uploaded as PDF.
| Available today | Not built yet |
|---|---|
| Data room accounts for outside parties, grouped into parties, with emailed one-time sign-in links (no password) | Single sign-on (SSO) |
| Rooms start as drafts until a partner opens them; optional closing date; removing a guest ends access at once | Preview of PowerPoint and older .xls and .doc files (upload these as PDF) |
| NDA click-through: guests tick and type their name; time and network address recorded | Page-level time-on-page analytics |
| View-only PDF viewer with no download or print button; downloads allowed per room or per party | Automatic search-and-redact (redaction is drawn by hand today) |
| Dynamic watermark on every PDF page: guest name, email, party and time (UTC) | SOC 2 or ISO 27001 certification |
| Private Q&A per party: assign, draft, partner approval, Excel import and export | Accounting integrations such as Xero or QuickBooks |
| Reports per party and per document, plus a hash-chained, append-only log with Excel export | Choice of hosting region |
| Internal folders with six permission levels, share expiry, version history and upload checks that block programs and scripts | AI features and a mobile app |
| A numbered index (1, 1.1, 1.1.1) with the same numbers for the firm and every party; Excel export of the index, per party | Arabic interface |
| Whole-folder uploads that keep their structure, files up to 250 MB each, every file checked before it is stored | Email and calendar integrations |
| A buyer and investor tracker linked to the deal: NDA, information memorandum, bids and preferred bidder | A general CRM with email and calendar sync |
| Redaction of PDFs: black boxes burnt into the page, with the original kept by the firm | |
| Excel, Word and CSV files shown view-only under a watermark, without sending the file to the guest | |
| A buyer interest score (Hot, Warm, Cold) from data room activity, and buyer history across deals | |
| Your firm's logo and colour on the data room | |
| Upload checks on every file; antivirus scanning as an add-on on the Firm plan |
Security basics
- Files are encrypted at rest in Amazon S3 with AES-256.
- Each firm's data is isolated at the database level using row-level security.
- Two-step login (MFA) for your team.
- Every upload is checked before anyone can open it, and programs and scripts are blocked. Antivirus scanning can be added on the Firm plan.
- An append-only activity log records each view, download and share. Each entry carries a hash of the one before, so an edit or deletion shows up when the chain is re-checked. You can export it to Excel.
- Each user can see their signed-in devices and sign out the others remotely.
Pricing
Starter $25, Advisory $39 and Firm $49 per user per month, billed annually. A standalone data room is $149 a month.
Questions
Can limited partners log in to view reports?
Yes. Limited partners can be added as a party in a data room and sign in with an emailed one-time link. Each party sees only the folders chosen for it.
Can portfolio companies upload without an account?
Yes, through a secure link from the client portal.
Can we keep restated accounts and the originals?
Yes. Version history keeps every version and lets you restore an earlier one.
Is there single sign-on?
Not yet. Your team logs in with two-step login (MFA), and outside guests use emailed one-time links.
Where are files stored?
In Amazon S3, encrypted at rest with AES-256, with each firm's data isolated at the database level.
Last reviewed 10 November 2026. General information, not professional or legal advice.
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