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Managing Your Data Room

Set up a virtual data room, organize documents, control access, and track engagement.

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Steps

1

Create a Data Room

Creating Your VDR

A Virtual Data Room (VDR) is your secure document hub for the deal.

  1. Navigate to Data Rooms in the dashboard
  2. Click Create New Room
  3. Name it and link it to your deal
  4. Choose your security settings

Important: Enable watermarking and download restrictions for sensitive documents.

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Data Rooms
2

Organize Documents

Document Organization

Structure your data room with clear folders:

  • Financial — statements, projections, tax returns
  • Legal — contracts, IP, regulatory filings
  • Operational — org charts, processes, systems
  • HR — employee data, benefits, key personnel

Use consistent naming: Category_Document-Name_Date.pdf

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3

Control Access

Access Management

Granular access control ensures the right people see the right documents:

  • Room-level access — who can enter the room
  • Folder-level permissions — restrict sensitive folders
  • NDA requirements — require signed NDAs before access
  • Expiration dates — auto-revoke access after a date
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4

Track Engagement

Monitoring Activity

Your data room provides detailed analytics:

  • Who viewed each document
  • When and how long they viewed it
  • Download history with timestamps
  • Question & answer threads per document

Use engagement data to gauge buyer interest and identify concerns.

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