Home Data Room Features

Data Room Features

Analytics

Analytics provide deeper insight detailing participant engagement within your data room.

Audio Recording

Audio recording allows phone calls pertaining to the transaction to be recorded and uploaded to the data room.

Audit Trail

The Audit Trail provides admins an immutable log of all activity in the data room, from log ins and downloads to changes in users, permissions and settings.

Bulk Downloading (Archiving)

Bulk Downloading or Archiving allows you to download multiple files or folders from a Data Room to your personal device as a zip file or you can bulk download the entire Data Room.

Deactivating a Data Room

Close a Data Room for all users, and download its files and reports before you do.

Disclaimer

The Disclaimer is added for confidentiality and security purposes to the data room. It must be agreed to by all non-admins prior to entering the data room.

Email Alerts

File Upload Alerts and Deal Digest Alerts are the two types of email alerts that can be pushed to your inbox. These give you updates on file uploads and user analytics respectively so you can stay informed on the happenings of your deal.

Email Uploading

Upload files to a Data Room folder by sending them to its own email address.

File Index

Give every file and folder in the Data Room an index number, sorted A–Z or by date uploaded, so users can refer to documents precisely.

Messaging Users

Messaging enables you to individually or bulk message (via BCC) users in your data room. This feature is often used to resend data room invitations and to provide updates regarding your process or new materials available in the data room.

Quick Filters

Quick Filters is a quick shortcut to locate new and/or important files in the data room.

Pinning Files & Folders

Hold files and folders at a set index number, one at a time or in bulk, so they stay in place, including when you move them from Staging.

Settings

Edit the Data Room's details, security options, features, disclaimer and file index in one place.

SFTP

Connect to the Data Room from an SFTP (Secure File Transfer Protocol) app to upload or download many files at once, or to move files automatically.

Trash

View (and recover) all files and folders deleted from your data room.

Redaction

Hide sensitive information in PDFs before sharing them, using keyword search, AI-detected personal data, or manual selection.

Two-Factor Authentication (2FA)

Require every user, including admins, to enter a verification code sent by email or text before they can open the Data Room.

View Data Room As (a specific user)

Viewing the data room as a specific user is a way to check what certain users have access to and ensure the correct files and/or folders are being shared with the appropriate parties.

View & Manage Permissions via the Information Panel

Check and change who can access a file or folder directly from the file explorer.

Watermarking

Enabling watermarking adds an extra layer of security and a confidentiality message to files when they're viewed or downloaded.

Whitelisting Users & Domains (InvestorSet Only)

Preauthorize individual users (by email) or companies (by domain) to access your InvestorSet.

Q&A

Q&A allows users to ask questions and get responses in the Data Room, while admins track, assign, and answer every question in one place.

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