Whether you're preparing to launch a raise or tidying things up post-close, the improved data room lets you manage document visibility with precision, preview what investors will see, and organize your marketing assets in one easy spot.
🔧 What’s New?
1. 📁 Single Source of Truth
We’ve merged the Due Diligence Room into the main Data Room tab for your property. That means:
-
There’s just one data room now.
-
The old "Due Diligence" section is gone for good.
-
Everything lives in one clean, centralized place.
2. 🏷️ Internal vs External Document Toggle
Tooltip 1 — External/Internal Display
-
External: The document will be shown in the public due diligence room to members viewing your deal.
-
Internal: Only visible to you, your team, connected dealers, and select addy staff.
Every document in your data room now has this toggle. Want to keep it private? Leave it on Internal. Ready to share? Flip it to External.
3. 🔒 Confidential by Default — with Optional Flexibility
Tooltip 2 — Critical Function
As soon as you mark a document as External, it is treated as confidential by default — meaning investors must sign a confidentiality agreement (NDA) before viewing it.
However, you can choose to disable the confidentiality requirement if you’d prefer the document to be more openly accessible.
This gives you flexibility based on the type of document you're sharing:
-
Keep NDAs on for sensitive info like shareholder agreements or financial statements.
-
Turn it off for marketing materials or general overviews.
4. 🧲 New “Marketing” Tab
Upload your deal materials designed to sell, not just disclose:
-
📸 Primary image
-
🖼️ Secondary images
-
🧷 Mini prop sticker
-
🏘️ Mini prop
-
📄 Investor deck
This keeps investor-facing content separate from legal, financial, or real estate documents.
📑 Public Room Preview
A purple box titled “External Documents” now appears on the right-hand side of your screen (similar to the Raise Capital Checklist). This lets you preview exactly what’s visible to investors in the public DD room — no guessing, no surprises.
Documents marked “Require confidentiality agreement” will be labelled clearly as confidential.
📂 New Document Categories
Say goodbye to the old categories in the public-facing DD room. Now, every shared document will fall into one of these four buckets:
Tooltip 3 – Legal
Items related to the legal structure of the issuer, agreements, or contracts.
Tooltip 4 – Finance
Documents about the financing of the opportunity — like loan terms, pro formas, or valuation data.
Tooltip 5 – Real Estate
Everything about the physical asset: title, inspections, zoning, reno plans.
Tooltip 6 – Marketing
Decks, visuals, and other investor-facing collateral.