Using data rooms to store and share investment data
You can update, store and share investment-related data and documents in Data Room.
This page explains how to:
Creating Data Rooms
Navigate to: [Dashboard] → [Data Rooms]
- To create a new data room, click [ + Create New] button on the left panel of the Documents tab.
- Choose a name for the new data room. We recommend naming data rooms after associated funding rounds.
- To upload data, click [ + Add New] and choose how you wish upload files. You can upload any file directly from My Documents.
Setting access permissions
Navigate to: [Dashboard] → [Data Rooms]
- You may add VCs to Data Room by clicking [+ Add user] from the Permissions tab.
- Once the VC accepts your invitation, you can check whether they are able to view this data room.
Checking access logs
- View who accessed what and where anytime.
