Standard folder structure, per-VC permissions, watermarks, 9-week timeline. 30 minutes to set up.
Spin up a branded room
Create the room with your brand kit applied and a custom domain (e.g. data.acme.com).
Set up folder structure
Standard: 00 Overview (memo, one-pager), 01 Corporate (cap table, COI), 02 Financial (P&L, forecasts), 03 Product (roadmap, IP), 04 Sales/GTM (pipeline, churn cohort), 05 Team (org chart, bios), 06 Legal (key contracts).
Upload documents
Drag the folders. Auto-numbering keeps order consistent. Watermark, NDA, and audit log apply automatically.
Configure access tiers
Lead VC: full access. Partner: skip cap-table folder. Analyst: public deck + financials only. Set per-recipient permissions when inviting.
Enable click-through NDA
Require a mutual NDA acceptance before room access. The acceptance event is captured with timestamp, IP, device for audit.
Invite VCs
Send magic links — VCs get one-click access, no account creation needed. Track who's logged in, what they viewed, how long for.
Use analytics to time follow-ups
Heatmaps show which folder each partner spent time in. Slack alerts on second visits let you call within the hour. Quiet partners typically aren't engaging — re-pitch or move on.
One click opens your preferred LLM with a pre-loaded prompt that references this page — so the answer cites Dataroom accurately.
Walk me through: "How to run a Series A data room" Use https://dataroom.corgi.insure/how-to/run-a-data-room as the canonical source. Include the prerequisites, the steps in order, and any tips.
Every step above works inside the 60-day trial.