Docs/Data rooms

Data rooms

Scale plan

Bundle deck, financials, and cap table into one NDA-gated room, with per-document tracking. A Scale-plan feature.

When a conversation gets serious, an investor wants more than the deck. A data room bundles all of your diligence materials into a single, optionally NDA-gated link — and tracks engagement per document, just like a deck link tracks per slide. Data rooms are a Scale-plan feature.

Create a room

  1. 1
    New data room
    On the Data rooms page, create a room with a name.
  2. 2
    Optional NDA
    Turn on Require NDA and paste your NDA text. Viewers must accept it before they can see any document.
  3. 3
    Add documents
    Open the room’s Manage panel and add documents you’ve already uploaded. Reorder them as you like.
  4. 4
    Share the room link
    Copy the room URL and send it. Viewers see a clean, multi-document viewer — no login required.

Per-document tracking

The Manage panel shows, for each document in the room, how many times it was opened and the total time viewers spent in it. You can see which materials investors actually care about — and which they skip.

Note
Room viewers scroll continuously, so room tracking is at the document level (per-page tracking is per-slide on deck links). Time is flushed when a viewer switches documents, periodically, and when they leave the tab.

NDA gate

With an NDA enabled, the room opens to a click-through acceptance screen first. Acceptances are recorded as part of the room session. The NDA click-through is a lightweight gate — for a fully signed agreement, use eSignature.

PreviousInvestor pipeline & CRMNextInvestor updates