How to create and share documents in the Virtual Data Room?

Having a Virtual Data Room can be advantageous when you are fundraising. Organizing documents, sharing them with others in a secure way, and ensuring due diligence runs smoothly are all key elements a data room can help you with. With Capboard, you also get the advantage of having a cap table and your startup’s equity data merged together with the document management system. Such an element can streamline the fundraising process even further.

Here is how you can create and share documents, files, and cap table data using a Virtual Data Room on Capboard.

How to share documents on Capboard?

1. Click on the “Documents” section on the left-side menu of your company’s account.
2. Upload documents you want to share with others. You create separate folders and upload files in bulk using the drag-and-drop feature.
3. Once the documents are uploaded, you can use the “Share” button to give access to others (shareholders as well as other stakeholders like potential investors).
4. You can select whether you want to share it with one of the existing stakeholders, but you can also enter the email address of the receiver.
5. Keeping the “Notify people” box ticked will mean that each individual listed will receive an email with an access link to a particular document.
6. Once they access the document, you will be able to see that (the number of visits will be displayed in the “Share” section of this particular document).
7. And this is how you share documents on Capboard.

How to share cap table data on Capboard?

1. Go to the Ownership - Cap Table section on the left-side menu of your company’s account.
2. At the top-right part of the screen, you will find a “Share” button. Click on it to choose the method/channel you want to use to share the cap table data.
3. If you choose the email option, you will be asked to enter the email address of the individual you want to share the cap table with. They will receive an invitation to access your cap table on Capboard.
4. If you choose either a pdf or an Excel  option, Capboard will generate a file in the corresponding format, which you will be able to share in your preferred method (one of them being Capboard’s document section, which was introduced in the previous section of this guide).
5. And that’s how you share your up-to-date cap table with others.