Data room

The Data Room is a folder-based document repository used to store, organize, and share files related to an investor organization (and its sub-areas like Funds, Syndicates, SPVs, or portfolio companies—depending on where you open it). It helps teams keep key documents centralized, searchable, and easy to audit over time.

Figure 1 — Data Room overview (folders, files, upload)

What the Data Room is used for

Use the Data Room to:

  • Centralize documents (legal, tax, operating, investment, and internal materials)
  • Organize files by folder/category for faster navigation
  • Track uploads (who uploaded a file and when)
  • Maintain consistency and auditability with a structured folder system
  • Reduce scattered storage across email threads and shared drives

Folder names, actions, and visibility may vary based on your organization’s configuration and role permissions.

Page layout (at a glance)

1) Folder navigation (left panel)

The left panel shows a folder tree. You’ll typically see:

  • Standard folders (e.g., Corporate Files, Operating & Subscription, Tax Filing & K1, Investment Documents, Legal Notifications, General / Other)
  • Custom folders created by your team

Use the folder list to filter the file table to a specific category.

Create Folder: Use Create Folder (bottom of the panel) to add a new folder.

2) File table (main panel)

The main panel lists files inside the selected folder. Common columns include:

  • File (clickable filename)
  • Upload By
  • Uploaded Date
  • A checkbox per row for bulk actions (if enabled)

This view is meant for quickly scanning what’s available and confirming who uploaded what and when.

3) Upload action (top right)

  • Upload File opens the upload flow for adding documents to the currently selected folder.

Upload Files modal (add multiple files or links)

Figure 2 — Upload Files modal

Click Upload File to open the Upload Files modal. This modal supports adding multiple items in one submission.

Add multiple rows

  • Click + Add another to add more upload rows.
  • Use the trash icon on a row to remove it.

Per-row fields

Each row includes:

1) Title

  • Enter a descriptive document title (recommended for easier scanning later).

2) Source
Choose how you want to attach the document:

  • File upload: Upload a file from your computer.
  • Drag & drop a file or click the dropzone to browse.
  • Typical accepted formats include: PDF, DOCX, XLSX, PPTX, ZIP (as shown in the modal).
  • URL: Save a link instead of uploading a file.
  • Enter a Document URL for the resource (e.g., a hosted document link).

In some configurations, uploads may begin immediately after selecting a file (per the helper text in the modal).

Actions

  • Close: exits the modal without submitting.
  • Submit: saves/uploads all rows added in the modal.

Suggested workflow (simple)

  1. Select the correct folder in the left panel (Corporate / Tax / Legal / Investment, etc.).
  2. Click Upload File.
  3. Add a Title, then choose File upload or URL for each row.
  4. Use + Add another to attach multiple documents at once.
  5. Click Submit, then confirm the files appear in the table with the correct uploader and date.