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How to create a data room
How to create a data room

This article should show you how to create a data room

Matt Preuss avatar
Written by Matt Preuss
Updated yesterday

Creating a comprehensive data room for investors is crucial for startups aiming to secure funding efficiently. A well-organized data room streamlines the fundraising process and impresses potential investors by providing easy access to essential documents and financial metrics.
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To create a Data room, you will want to open Visible and click Data rooms along the left side of your screen. From here, click + New data room in the top right. Name your data room and click Create. From here, you will be able to write out a cover letter and add filed and folders within your data room.

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See screenshots of the process below


Step One: Click Data Rooms and then choose + New Data Room.


Click Data rooms along the left side of your screen and then choose + New Data Room in the top right of your screen.


Step Two: Name your Data Room. Then choose to create a Blank data room or choose to use a Data room template. Then click Create.


Choose a name for your data room. Then choose to add either a Blank data room or utilize a Data Room template. Then click Create.


Step Three: Share your Data Room.

To share your data room, click Sharing at the bottom left of your screen.


Step Four: Choose how to share your data room.


To share your data room, you can either send it to contacts you've created in Visible or share the Data room via a link. If you choose to send the Data room via Visible Contacts, as shown above, you are able to control which parts of the data room the contacts view.
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If you choose to share the Data room via a link, you can toggle on whether to require viewers to provide their email address, include a password or restrict the access to specific email domains-- as shown above.
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Please let us know if you have any additional questions when building out your data room!

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