Setting it up
1
Upload documents
Drag files into Data Room and organise them into folders (e.g. Corporate, Financials, Product, Legal).
2
Mark what's shared
Each document can be shared or private, and downloads can be allowed or blocked per document.
3
Add guidance notes
Add a note to a folder or document to give investors narrative context (“Model assumes UK-only launch in year 1”).
Access levels
Investors get one of two levels, granted by you (see Sharing & access):
Every document view and download is logged. Check Investor Engagement to see who’s actually reading.