Using Data Rooms to Store and Share Investment Data
Data Room
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Data Room

This page explains how to create and manage data rooms on QuotaBook.

You can update, store and share investment-related data and documents in data room.

This page explains how to:

  • Create data rooms
  • Create and manage permissions
  • Check access logs

Creating data rooms

Navigate to: [Dashboard] → [Data Rooms]

1. To create a new data room, click [+ Create New] button on the left panel of the Documents tab.

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2. Choose a name for the new data room. We recommend naming data rooms after associated funding rounds.

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3. To upload data, click [+ Add New] and choose how you wish upload files. You can upload any file directly from My Documents.

Setting access permissions

Navigate to: [Dashboard] → [Data Rooms]

  • You may add VCs to Data Room by clicking [+ Add user] from the Permissions tab.
  • Once the VC accepts your invitation, you can check whether they are able to view this data room.

Checking access logs

  • View who accessed what and where anytime.

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