Publish a password-protected link to a report you have already sent.
A data room is a link rather than a delivery. It wraps a report you have
already sent in access controls (a password, an optional email prompt, an
expiry date) so you can hand the same numbers to someone outside your investor
list without emailing them a file.The important consequence of that design: a data room does not have its own
content. You do not assemble one from blocks. You pick a sent report, and the
data room is a controlled way of reaching it.
Data rooms live on the Reporting page, alongside your reports and requests.
Existing rooms are counted by state: active, expired, revoked.
On the Data Rooms tab, press New Data Room.
2
Link a sent report
The dialog opens on the report picker. Only reports you have already sent
appear here, so if the one you want is missing, send it first.
Create data room: pick the sent report, then set how it can be reached.
3
Set the access controls
Name the room something that will make sense to the person opening it; they
see it. Then decide how tightly to hold it:
Control
Default
What it does
Password
Required
Every data room has one. There is no unprotected link.
Require email
Off
Visitors identify themselves before entering
Allow PDF download
On
Lets a visitor export the report
Allow printing
On
Lets a visitor print from the browser
Expiration
Set a date
The link stops working after it
Watermark
Empty
Prints text across every page of the report
Leaving the watermark blank shows none. Filling it in (STRICTLY CONFIDENTIAL, or the name of the person you are sending it to) lays that
text faintly behind the whole report, so a screenshot carries it too.
Turn off PDF download and printing for a room you are handing to someone
early in a conversation. It does not make the numbers unreachable, since a
screenshot always works, but it keeps your report from being forwarded as
an attachment.
4
Share the link
Send the link to the person who needs it, and send the password through a
different channel. A link and its password in the same email is one forward
away from being public.
Opening the link puts them through a confidentiality notice first, then the
password, and then the email prompt if you required one. Only after that does
the report appear.
The link works for anyone holding it and the password. If either may have
spread beyond who you intended, revoke the room and create a new one. The
email prompt records who visited; it does not restrict who can.
Publishing a room hands out a link; opening that room’s detail view tells you
what happened to it. During a raise this is the most useful screen in the
product, because it is the only place Vein tells you something you did not
already know.Every visit is recorded as a row:
Column
Shows
Visitor
Their name and email, with the IP address beneath
Date
When they opened the room
Duration
Roughly how long they stayed, in minutes
The list is paginated, newest first, and a room nobody has opened says so rather
than showing an empty table. The same view repeats the room’s current settings
above the history, so you can see what a visitor was permitted to do without
opening the configuration again.Two limits are worth holding in mind. A visitor row is only as identifiable as
the room let it be. If you did not require an email address, visitors appear as
Anonymous with only an IP and a timestamp, and that cannot be applied
retroactively to visits that already happened. And duration is time the room was
open, not time spent reading; a tab left open over lunch produces a long session.
Treat these as a signal of interest across several visitors rather than a
measurement of any one of them.
Turn on the Data Room Activity email in
notification settings to hear about visits as they
happen rather than checking this screen. It is the one notification that
defaults to off, because it is noisy unless you are actively sharing something.
An active room can be revoked from the same detail view. The link stops working
immediately for everyone holding it, and the room stays in your list marked
revoked rather than vanishing, so the record of who visited survives the
revocation.
Revoking stops future visits. It does nothing about what an earlier visitor
already saw, downloaded, or screenshotted. If a room reached someone it should
not have, revoke it and assume the contents travelled; then send a new report
and publish a fresh room against that one for the people who should still have
it.
Because a data room points at a sent report, it shows what that report showed
when you sent it. It does not quietly update as your metrics move. To share
newer numbers, send a new report and create a room against that one, which is
the same guarantee your investors get, and for the same reason.
