Outlines terms, obligations, timelines, and key clauses between parties. Includes payment details, confidentiality provisions, dispute resolution methods, and any referenced schedules or annexes supporting the agreement.
Word
Project Plan
Outlines phases, assigned tasks…
AI Summary
Details project objectives, timelines, deliverables, resources, and dependencies. Includes milestone tracking, risk identification, stakeholder responsibilities, and change control procedures for managing and executing the project effectively.
XLS
Financials
Includes balance sheet, income statement…
AI Summary
Includes income statement, balance sheet, and cash flow. Breaks down revenues, costs, liabilities, and capital expenditure. Supporting notes highlight key assumptions, trends, and material financial disclosures.
Covers corporate structure, regulatory compliance, litigation history, and key contracts. Includes intellectual property details, employment terms, and governance documents required for legal review and risk assessment.
PFD
Assets
Lists properties, equipment, IP rights…
AI Summary
Lists tangible and intangible assets, including properties, equipment, software, and IP. Includes valuations, ownership documents, depreciation schedules, and any liens or encumbrances tied to the listed items.
XLS
FAQs
Have questions before getting started?
Quick answers to questions you might have about Expero. Can't find what you're looking for? Contact the team at sales@expero.co
What happens when I start an account?
You’ll receive an activation email with a code to log into your account. Once you’re in, you’ll be prompted to enter your payment details. As soon as the payment is processed, you’ll have instant access to your data room and all the features included in your chosen plan.
Where and how do I make payment?
Once your account is set up and you're logged in, you’ll be securely prompted to enter your payment details. We use encrypted, PCI-compliant processing to keep your information safe. As soon as your payment is confirmed, your data room is activated instantly
Is my data secure?
We’ve been trusted to secure some of the world’s most sensitive data for over 15 years. Your information is protected with encryption in transit and at rest, hosted in SOC-accredited data centres, and managed under ISO 27001 certification. You can apply layered permissions to control who sees what, and accounts on supported plans can enable multi-factor authentication for added protection.
How can I start up additional data rooms?
Once your account is set up, you can create additional data rooms anytime by clicking ‘Create a Data Room’ from your dashboard. Each new room is automatically billed to your account, and you can close it whenever it’s no longer needed.
How do I cancel or change my plan?
To cancel, simply delete your virtual data room — billing for that room will stop automatically. If you’d like to change your plan, you can do so in the settings of your virtual data room.
Who can I talk to if I need help?
We’re always happy to help. Our support team is on hand to assist with any questions — just drop us a line at support@expero.co, and we’ll get back to you promptly.
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