For Companies

Fundraising 101

Shares

Meeting & Conents

Company Settings

Financing Simulation

Data Room

Cap Table

Onboarding Service

Self Onboarding

Dashboard

Data & Reports

For Investors

Fund

Portfolio

Investment Performance

Others

For Companies

Fundraising 101

Shares

Meeting & Conents

Company Settings

Financing Simulation

Data Room

Cap Table

Onboarding Service

Self Onboarding

Dashboard

Data & Reports

For Investors

Fund

Portfolio

Investment Performance

Others

Data Rooms Management

Here's how to:

  • Create data rooms;

  • Create and manage permissions; and

  • Check access logs.


Data Room Access + Folder Creation

Navigate to: [Dashboard] → [Data Rooms]

Data Room Access
  1. To create a new data room, select [+ Create New] on the panel on your left.

  2. Select a name for the data room - we recommend naming data rooms based on their associated funding rounds.

  3. To upload relevant documents or links, select [+ Add New] and choosing the upload type. Through this portal, you can also upload any previously stored file from My Documents.

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Setting Access Permissions

Navigate to: [Dashboard] → [Data Rooms]

  • You have the option of inviting your investors and partner VCs to the data room by selecting [+Add user] from the Permissions tab

  • You will receive a Joined notification once the invited user accepts the data room invite

data room invite

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Checking Access Logs

Have complete dominion and transparency in viewing who accessed which files at what time

Checking Access Logs