Sections & nested folders
Give every document a place, then arrange the reading order.
Data Room / Features
Every Data Room feature.
Organize documents. Control access. Track every page. Get agreements signed.
01
Rooms & documents
Upload, organize and publish. Keep documents current across rooms.
Bulk uploads
Upload a batch of files with progress for each document.
Reusable document library
Add the same document to multiple rooms without uploading it again.
Room templates
Start with a ready-made structure for fundraising or diligence.
Draft & publish
Prepare changes privately. Publish the room when it is ready.
Room duplication
Copy a room’s structure and materials for the next deal.
File versions
Replace a file without changing the links you already sent.
Version restore
Bring back an earlier version when the latest needs rolling back.
External links
Keep websites and other online resources alongside your documents.
03
Access & protection
Combine link gates with audience-specific permissions.
Explore access & protectionEmail capture & verification
Ask for an email and verify it with a one-time code.
Password protection
Require a password before a link opens.
Email & domain allowlists
Limit access to specific people or approved company domains.
Manual approval
Review access requests before admitting a recipient.
Audience groups
Give investors, buyers and advisers different access in the same room.
Section permissions
Open, gate or hide sections for each audience.
Download controls
Set download permissions on links, sections and individual files.
Link expiry & revocation
Set an expiry date or switch off access when the deal changes.
Dynamic watermarks
Apply viewer-specific watermarks to document pages.
04
Analytics & activity
Reading activity by page, document, room, link and visitor.
Explore analytics & activityPage-by-page attention
See how long readers spend on each document page.
Document performance
Compare engagement across documents and their versions.
Room analytics
See which materials draw attention across the room.
Link analytics
Compare activity from separate tracking links.
Visitor profiles
Review a visitor’s reading history and return visits.
Visit timelines
Follow a visit from entry through document activity.
Device breakdown
See whether recipients read on desktop, tablet or mobile.
CSV exports
Download link activity for your own reporting.
Open alerts & weekly digest
Get document-open emails and a weekly activity summary.
05
NDAs & agreements
Get the signature before the material opens.
Explore ndas & agreementsAgreement gates
Require an agreement before a recipient can view the material.
Built-in NDA
Start with a ready-to-sign NDA for individual recipients.
Your own agreements
Create a text agreement or upload your own PDF.
Signature fields
Place name, date and signature fields on the document.
Signed copies & certificates
Keep executed PDFs and signing certificates with each signature.
Checkbox consent
Use a short consent step when a full signed document is unnecessary.
06
Brand & presentation
Customize the room layout, brand and access screens.
Explore brand & presentationThree room layouts
Choose Briefing, Story or Ledger to suit the material.
Logo & brand colours
Apply your identity to the room and document viewer.
Covers & paper themes
Use a cover image, a colour wash or a clean document-first layout.
Room introduction
Add a welcome message, company profile and the key facts of the deal.
Branded access screens
Carry your identity through email verification and agreement gates.
White-label details
Set a favicon and social image, and hide the RoundOS credit.
07
Q&A & team workflow
Manage recipient questions, team roles and activity records.
Document questions
Let recipients ask questions in the context of the material.
Private or shared answers
Reply to one thread, an audience group or the whole room.
Room FAQ
Publish useful answers so the next recipient can find them.
Team roles
Give teammates editing rights or read-only access.
Audit trail
Review room activity and export the audit record.
Notification preferences
Choose emails for opens, signatures, access requests and questions.
