Automated Data Room

Our data room updates automatically based on workflows you run, so it can serve as a single, reliable source of truth.  You can easily see which documents still need to be uploaded following onboarding or use of workflows and make adjustments to documents uploaded outside of workflows. While other solutions simply provide an unstructured file sharing system, our data room comes pre-populated with folders that tie to our workflows, and which are organized in a way that investors typically expect to see information organized for their review.  

Learn more about how our data room works. 

All documents uploaded to and/or generated through our workflows are automatically collected and organized in your secure data room. For example, if you create five option grants for team members, the grants themselves and the board approval document for those grants will be stored in the most appropriate folders.  

Yes, you can customize permissions per folder and even per document. Learn more about sharing information in your Data Room with existing investors, potential investors, and with people on your team.  Some customizations that clients choose to utilize include enabling Diligence Mode for watermarking and reporting, expiration dates for access, and different access levels for different individuals on a team (e.g. associates within a venture capital firm).  

Yes, your data room updates automatically at the conclusion of each workflow. Every time you create or upload a document through one of our processes (e.g. creating a SAFE for a new investor or uploading an Offer Letter and Confidentiality Agreement for an employee), the relevant documents are automatically collected and organized in the most appropriate location in your data room. 

You can easily sort documents in your data room to indicate which items were deferred during a workflow, or during onboarding. This makes it easy to locate those placeholders and upload the relevant documents to fill in open items in your data room.