One private network for due diligence, client analytics, and compliant content distribution — between asset managers and asset owners.
Engagement, last 30 days
+38%Allocators
127
Read time
6m 42s
Intent
37
POST /v1/access_grants
{
"viewer": "user_calstrs_chen",
"document": "doc_ddq_v4",
"scope": "read",
"expires_in": "30d"
}✓ 200 OK · grant_a8f3e1
Used across institutional teams managing $2.4 trillion in capital
Calstrs
Yale Investments
GIC
Wellcome Trust
MIT IMCo
OTPP
ATP
Norges BIM
The platform
Six modules that work standalone — and get sharper when you run them together.
Permissioned data rooms with audit trails, watermarking, and time-bound access. Built for institutional pace and compliance.
Learn more →Page-level engagement, intent scoring, and CRM-ready event streams. Replace guesswork with evidence.
Learn more →Versioned tear sheets, factsheets, DDQs. Publish once, distribute compliantly to the right audiences.
Learn more →White-labeled portals with SSO and SCIM. Granular entitlements per individual or firm.
Learn more →Compliance, legal, and IR approvals modeled directly in the platform. Every step is logged.
Learn more →Native connectors for Salesforce, HubSpot, Backstop, and Dynamo. Webhooks for everything else.
Learn more →Real-time
Immutable audit trails, exportable to your SIEM. Granular entitlements with time-bound access. Customer-managed encryption keys on enterprise tiers.
Read the security overview →Integrations
Native connectors for Salesforce, HubSpot, Backstop, Dynamo, and iLevel. Webhooks and event streams for everything else. Our REST API is fully documented and SLA-backed.
import { Haystack } from "@haystack/node";
const hs = new Haystack(process.env.HAYSTACK_KEY);
// Grant time-bound access to a data room
const grant = await hs.access.create({
workspace: "ws_fund_iii",
viewer: "user_calstrs_chen",
documents: ["doc_ddq_v4", "doc_side_letter"],
expires_in: "30d",
watermark: true,
});
// Subscribe to engagement events
hs.events.on("document.viewed", (event) => {
crm.upsertContact({
email: event.viewer.email,
intentScore: event.intent_score,
});
});“We moved a fifteen-step diligence process onto Haystack and stopped losing days to file-version chaos. The signal we now have on allocator engagement is the part we can't imagine operating without.”
Request access and we'll walk through how Haystack fits your workflow.