What you can do
A simple VDR for sharing company docs with the right controls and visibility.
File & Folder Structure
Create VDRs per purpose (fundraise, diligence, board). Organize folders and files clearly.
Shareable Links
Generate view-only access links for external stakeholders without giving them an account.
Analytics
See when links are opened and which files get previewed or downloaded.
How to set up a VDR
Keep it simple. Your VDR is only as good as how quickly someone can find the right file.
Create a VDR
Create one VDR for a specific workflow (e.g., “Fundraise”, “DD”, “Board”). Add folders to match how investors review.
Upload and organize files
Add documents to folders and keep naming consistent. PDFs are easiest to preview for viewers using shareable links.
Configure sharing settings
Use VDR settings to manage access controls like passwords, expiry, and download permissions (when enabled).
How shareable links work
Shareable links provide view-only access to your VDR without requiring recipients to log in.
Create a shareable link
Generate a link for a specific VDR when you are ready to share externally.
Add guardrails
Optionally require a password and set an expiry date. You can also disable downloads to keep access view-only.
Review activity
Track link opens and file-level activity (previews/downloads) to understand engagement and follow up effectively.
What viewers can do
Viewers can browse folders and files, preview PDFs, and download files when downloads are allowed for the link.
Ship a clean VDR in minutes
Organize docs once, share securely, and track engagement.