Capital
Data Room
Organize fundraising documents in stage-gated folders with permissions, templates, and share links.
Folder structure
The Data Room has 20 pre-built folders organized by document type: Legal, Financial, Product, Team, Market, and more. Folders are stage-gated - you will see folders relevant to your current stage, with future-stage folders grayed out.
Click any folder to see its contents. Each folder shows a list of files with name, upload date, size, and version count.
Uploading documents
1. Navigate to the folder you want to upload to.
2. Click 'Upload' or drag and drop files onto the page.
3. Files upload to Cloudflare R2 storage. Supported types include PDF, DOCX, XLSX, PPTX, PNG, JPG, and CSV.
4. Each upload creates version 1 of the file. Upload the same filename again to create a new version while keeping the history.
Using templates
Each folder includes template suggestions (244 templates total across all folders). Click 'Templates' in a folder to see available templates for that category.
Templates are stage-specific. A Pre-Seed Data Room has different templates than a Series A Data Room.
Permissions and sharing
Click the 'Permissions' tab to manage who can see what. You can set permissions at the folder level or override them per file.
Permission groups let you create named sets of people (e.g., 'Series A investors') and grant them access to specific folders.
Use the 'Share Links' tab to create named investor rooms - unique links that give a specific investor or group access to selected documents. Each link tracks views.
Document analytics
The 'Analytics' tab shows per-document view data: who viewed what, when, and how long they spent. This helps you understand which investors are most engaged.
Related guides