Founders create a data room while fundraising to give potential investors a single, organized place to review the documents and metrics they need to evaluate the company. A well-structured data room, with financials, cap table, pitch deck, legal documents, and key KPIs, speeds up due diligence and signals that the team is prepared and transparent.
This article walks through how you can add files to your Visible data room.
Step One: Navigate to your data room or create a new one from the Data room section of Visible.
Click Data rooms from the navigation menu. To create a new data room, Click +New Data room in top right corner or select an existing Data room.
Step Two: Navigate to the folder you would like to add a file to or select +New in the top right side of the app to create a new folder.
The image above shows how to create a new folder. If the folder already exists, select it from the inner navigation menu.
Step Three: Click +Add to folder and select File to add a new file to your folder.
Once inside the folder, click +Add to folder and select File from the dropdown to add a file to the folder.
Step Four: Click Select files to add a file from your desktop or drag and drop a file into this interface. Once uploaded, click Add files to add them to your Data room folder.
Either drag and drop files into the uploader or click +Add files to select the specific folders you want to add to the Data room.
Step Five: The files will now appear in your data room folder.
Once added, the files will now be added to the data room folder.
Please let us know if you have any additional questions