> ## Documentation Index
> Fetch the complete documentation index at: https://docs.venture.caplia.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Data room

> Organise documents into an investor-ready data room

The data room holds everything an investor needs for diligence: deck, financial model, cap table exports, and legal documents, organised into folders with per-investor access control.

## Setting it up

<Steps>
  <Step title="Upload documents">
    Drag files into **Data Room** and organise them into folders (e.g. Corporate, Financials, Product, Legal).
  </Step>

  <Step title="Mark what's shared">
    Each document can be shared or private, and downloads can be allowed or blocked per document.
  </Step>

  <Step title="Add guidance notes">
    Add a note to a folder or document to give investors narrative context ("Model assumes UK-only launch in year 1").
  </Step>
</Steps>

## Access levels

Investors get one of two levels, granted by you (see [Sharing & access](/founder-portal/sharing-access)):

| Level                     | What they see                                         |
| ------------------------- | ----------------------------------------------------- |
| **Profile Access**        | Passport, deck, key metrics                           |
| **Full Data Room Access** | Everything marked shared, plus download where allowed |

Every document view and download is logged. Check **Investor Engagement** to see who's actually reading.