Deal rooms
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A deal room is a private, NDA-gated workspace between your company and one investor. Each investor relationship gets its own room, so what you share with one firm is never visible to another. The full six-stage workflow is documented under Deal rooms; this page covers the founder's controls.
How it works
- 1Open Deal Rooms and create a room, naming the investor or firm it's for.
- 2Invite the investor by email or by shareable link. The room shows as Pending until they join.
- 3Both parties sign the generated NDA. The Information Vault stays locked until both signatures exist.
- 4Work through the stages. Later stages (Due Diligence, Term Sheet, Closing) unlock as the workflow advances — you always see where the deal actually stands.
Room statuses
| Status | Meaning |
|---|---|
| New | Room created, invitation not yet accepted |
| Pending | Invitation sent, waiting on the investor |
| Active | Both parties in the room, workflow in progress |
| Closed | Deal concluded — decision recorded, room archived but readable |
Team assignment
Founders with team accounts can assign specific members to each room. An analyst assigned to one deal room sees that room only — assignment is the unit of access for restricted roles, enforced by Row Level Security, not by hiding links.
Key rules
- One investor per room. Sharing with a second firm means a second room.
- The NDA gate cannot be skipped, by either party.
- Deleting a room requires a two-step confirmation and is logged.
- Room activity — document views, stage changes, signatures — is recorded in the room's timeline.