Creating a new data room is fast, easy and risk-free.

How do you create a new data room?

  1. Register / Login to DealVDR, 17g5.com or VeriSend.
  2. Navigate to the product page and click the Create button. Alternatively, hover over the application name in the left navigation panel and click the + icon.
  3. Complete the short form with the details described below.

Create form field descriptions

Data Room Name - refers to the name used to identify this data room, typically names for the corporation using it or a project name (e.g., Project Apple).

Data Room URL - the unique web address assigned to this data room.

Transaction Type - a categorization relevant when viewing analytics by transaction type.

File Storage Region - Specifies the geographic location where the data room's files are hosted and stored.

Data Room Logo - the logo displayed in the top-left corner of the data room for all users.

Email Logo - the logo embedded in email notifications sent from this data room.

Features - optional capabilities and functionality enabled for this data room (e.g., Staging module, AI Assistant).

Data Room Disclaimer - users must agree to a disclaimer before gaining access to the data room. It defaults to standard stock language, which can be customized directly in the text box.

Note: Data room admins are exempt from the disclaimer and will bypass the disclaimer modal upon login.

Enhanced Tagging for Analytics

Enhanced tagging refers to optional fields used to improve the quality of analytics. When enabled, Deal Managers can better slice and dice their data in Account and Contact Profiles and Global Analytics.

  • Company / Parent Name - refers to the name of the company for whom the data room was provisioned.
  • ABS Sector & Subsector - for structured products transactions, this refers to the Sector and Subsector the comprise the underlying assets comprising the data room.
  • Industry & Subindustry - where applicable, refers to the industry and subindustry of the Company / Parent driving the use of the data room.
  • Country - where applicable, refers to the primary country of the Company or Parent driving the use of this data room.
  • Currency - where applicable, refers to the currency relevant to the transaction driving the use of this data room.
  • Underwriter / Advisor - where applicable, lists the underwriters or advisors driving the use of the data room.