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Creating One-Off Sharing Links From Inside Your Data Room

by marjanf12cbfad9f | Sep 25, 2026 | Uncategorized

Once a data room is set up, it’s tempting to treat it as the only way to share documents. Someone needs a file, so you add them to the room. But in any active process, a steady stream of people need just one or two documents, and adding each of them to the data room...

Giving an Acquirer’s Team the Right Access by Role

by marjanf12cbfad9f | Sep 25, 2026 | Uncategorized

Financing diligence usually involves a small group: an investor, a few colleagues, and their counsel. Acquisition diligence is different. A buyer may send a team of ten or twenty people, each responsible for a different part of the review. Corporate development leads...

When a Sharing Link Isn’t Enough: Moving Investors Into a Data Room

by marjanf12cbfad9f | Sep 25, 2026 | Uncategorized

A sharing link is the right tool for most of a raise. It’s fast, it’s easy for investors to open, and you can update what’s behind it at any time. But there’s a point in every serious process where a single link stops being enough, and founders who don’t recognize it...

Using an FAQ to Answer the Questions Every Investor Asks

by marjanf12cbfad9f | Sep 25, 2026 | Uncategorized

Every raise has a set of questions that come up again and again. How do you make money? Who are your competitors? How much have you raised so far, and on what terms? Why now? Why you? Founders answer these questions dozens of times over the course of a raise. Some...

Expiring and Deactivating Links When a Raise Ends

by marjanf12cbfad9f | Sep 25, 2026 | Uncategorized

Founders put a lot of thought into how their fundraising materials go out. Very few think about how access ends. But every link you share during a raise keeps working until you stop it. Months after your round closes, an old deck with outdated numbers can still be...

Public or Private Links for Fundraising Materials

by marjanf12cbfad9f | Sep 25, 2026 | Uncategorized

When you create a sharing link for your fundraising materials, one of the first choices is who can open it. A public link works for anyone who has it. A private link works only for specific people, usually identified by email address. Neither is always right. The...
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