Granular permissions

Control access down to every file and folder

Manage access at the file and folder level, restrict downloads for specific users, and adjust permissions as your deal progresses.

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Granular permissions

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What are granular permissions?

Granular permissions let you control access at the exact level your deal requires — not just who enters your data room, but what each person can see, open, and download inside it.

Instead of giving everyone the same level of access, you set individual rules for every file and folder. One investor sees the financials but not the legal docs. An advisor can view but not download. A counterparty gets access to one folder and nothing else.

Key features for your data room permissions

Control exactly who accesses what, at every level of your data room.

Data room file upload

Upload your documents

Upload pitch decks, financials, legal agreements, and supporting documents. Organize by folder and deal stage. Set granular viewing permissions by user or group — and give each counterparty access to exactly what they need, nothing more.

Organise your files

Structure your data room the way your deal is structured. Create folders, set a logical index, and make it easy for anyone with access to find what they need without asking. A well-organised data room signals professionalism and keeps the process moving.

Data room file organisation
Data room permissions

Set permissions

Control exactly who can view, download, or forward every file and folder in your data room. Assign granular access by user or group, set expiration dates, and revoke permissions instantly without notifying anyone.

Access revocation

Remove a user's access to your data room instantly at any point in the deal. Whether a conversation has ended or circumstances have changed, you stay in full control of who can see your documents at all times.

Access revocation
Require password

Password protection

Add custom passwords to any document. Share the link publicly but keep content private. Change passwords anytime without breaking links. Ideal for sensitive proposals and financial documents.

Set up your data room in 3 easy steps
Your data room is ready to share in minutes, with full security settings applied from the start.
1
Create your data room
Upload your deal documents — pitch decks, financials, legal files, and anything else your counterparties need.
2
Configure security
Set passwords, require email verification, add expiration dates, and control download permissions for each user or group.
3
Share and control
Send one secure link and track everything. Update permissions, add new users, or revoke access at any point in the deal process.
Close your next deal with confidence
Set up a virtual data room in minutes. Upload your documents, configure access controls, and share with investors or counterparties.
Create your data room
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Secure sharing for every use case

From fundraising to client work, protect your most sensitive files with the right level of security.

For founders and investors.

Manage fundraising from both sides. Share decks, track investor interest, run due diligence, and distribute portfolio updates with complete visibility and control.

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Share deal documents
without losing control over them

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Frequently asked questions
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