Sharing
Secure Share Links
Create tracked, expirable share links for Data Room documents and investor memos.
Creating a share link
Share links can be created from two places:
Data Room: click 'Share Links' tab, then 'Create link'. Select which folders or files to include, set an optional expiry date, and name the link (e.g., 'Sequoia - Series A DD').
Memo Generator: click 'Create share link' on any memo to generate a public URL.
Link settings
Each share link has configurable settings:
Expiration: set a date after which the link stops working
Password protection: optionally require a password to access
Download permissions: allow or block document downloads
Watermarking: add the viewer's email as a watermark on PDFs
Tracking views
Every share link tracks: total views, unique viewers, time spent per document, and download events.
View this data in the Data Room > Analytics tab or by clicking any share link in the Share Links tab.
Use view tracking to gauge investor interest. Investors who spend significant time reviewing your documents are likely more engaged.
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