What is in a data room
- An NDA gate: visitors enter their name and accept before they continue.
- Per-document rights: open, view only (no download) or hidden.
- Q&A: public threads everyone sees, or private questions that only you answer.
- A numbered document index, the way investors and auditors expect it.
- An access report: who opened which document, how many times and for how long.
- A stamp: mark individual documents so that every downloaded copy carries the downloader’s name, email and date.
When to use it
Fundraising
Give investors one place with the pitch, the financials and the cap table, and see who actually read what.
M&A and due diligence
Open documents in stages and answer the buyer’s questions without long email chains.
Audits
Hand an auditor a controlled set of documents with a trail of every access.
Legal cases
Share case files with counsel and the other side under an NDA, for a limited time.
Which plans include it
Data rooms are included in Business and Enterprise. For simple two-way exchange with a deadline, a Drop Room is free on every plan. See plans and pricing.
How to set up a data room
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1
Create the room
In your team cabinet create a data room and add your NDA text.
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2
Add documents and set rights
Upload files or attach them from the team space, then set each as open, view only or hidden.
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3
Invite visitors
Send the link. Visitors accept the NDA by name and start reading.
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4
Answer questions and read the report
Reply in the Q&A and download the access report whenever you need it.
Frequently asked questions
Do visitors need an account?
No. They open the link and accept the NDA by name.
Can I hide some documents?
Yes. Each document is open, view only or hidden.
Can I see who opened a document?
Yes. The report shows who opened each document, how many times and for how long.
Is it available on every plan?
Data rooms are part of Business and Enterprise. A free Drop Room covers simple exchange.