Creating a Data Room

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

How do you create a new data room?

1. Register / Login to DealVDR, InvestorSet or 17g5.com
2. In the My Data Rooms (InvestorSet) page, click the Create Data Room button
3. Complete the short form with the details described below

Create Data Room form 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 (eg Project Apple).

Data Room URL - the unique URL identifying this data room.

Data Room Email - a dedicated email address linked to this data room that, when enabled, allows users to automatically upload an email and its attachments directly to the data room.

Transaction Type - a categorization relevant when viewing analytics by transaction type. The default is Easter Time Zone.

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

Data Room Disclaimer - users can only access a data room upon agreeing to a disclaimer. The default language shown is DealVDR’s stock disclaimer which can be customized (by typing into the text box).

Data room admins are exempt from agreeing to the disclaimer and will bypass the disclaimer confirmation 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 Cross-Deal 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.

Additional items:

• Data Room Email - DealVDR generates a unique email address for the data room with the following form: [Up to 16 characters from Data Room Name][4 random alpha characters]@dealvdr.com. Any emails, including attachments, sent to this address will automatically be uploaded to a default folder in your data room, named “Email Communications”. The email itself will be uploaded as a .txt file and the attachments will be uploaded in their original file format.
• Recorded Audio - DealVDR generates a unique, conference number that corresponds to your data room. Calling the U.S or International Dial-in number then entering the unique conference code will allow audio to be recorded and uploaded (as an mp3 file) to the default folder in your data room, named “Phone Recordings.”