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    Data Room & Q&A Module

    The investor data room due diligence deserves.

    A purpose-built, GDPR-aligned data room with threaded Q&A, per-investor permissions, watermarked previews and a tamper-evident audit trail — wired into your cap table, your advisors and your Google Drive.

    Run a fundraise like an institutional team without paying institutional prices.

    EU-hosted RLS + AES-256 GDPR / NDA log Google Drive ready
    caplink.capital — Series A Data Room

    Series A · Acme.ai

    12 investors · 3 advisors · 84 files

    Live
    01 — Company
    Pitch Deck v4.pdf
    WM
    Cap Table (live)
    02 — Financials
    P&L 2024–2026.xlsx
    WM
    Forecast model.xlsx
    WM
    03 — Legal
    04 — Customers
    Sequoia just opened Forecast model.xlsx — 4 min ago
    Why a purpose-built data room

    Free file shares cost you the round

    A consumer Drive folder cannot watermark, cannot audit, cannot revoke per file, cannot capture NDA consent, and cannot show you who actually read your model. CAPLINK does all of it — without making you the IT department.

    Cut due diligence weeks to days

    A structured, indexed data room means investors find what they need on the first click. No back-and-forth emails, no missing files, no wasted partner-meeting cycles.

    Send the right signal

    An organized data room tells investors you run a tight ship. Every folder, every consistent file name, every up-to-date document is evidence of operational maturity.

    Control sensitive material

    Per-investor folder access, watermarked previews, consent pop-ups, and a full audit trail mean confidential material stays where it belongs — even after a deal stalls.

    Everything in one room

    Eight capabilities that replace four tools

    Stop stitching together a Drive folder, a Q&A spreadsheet, a docusign, and a separate analytics tool. CAPLINK ships them as one workflow.

    Folder & File Structure

    Build the room your way — drag, drop, nest. Or start from a proven Seed/Series A template.

    Granular Access Rights

    Per-investor, per-folder, per-file. Grant view, download, or none. Revoke any time.

    Watermarked Previews

    Every PDF and image is watermarked with viewer email + timestamp on the fly.

    Bulk ZIP Download

    Investors download the whole room as a single watermarked ZIP. Logged and rate-limited.

    Q&A Workflow

    Threaded questions per file or folder. Founders, advisors, and investors stay in one place.

    Advisor Collaboration

    Invite advisors with scoped access for the engagement's lifetime. Auto-revoked on close.

    Consent Pop-up & NDA

    Customisable NDA / confidentiality pop-up logged with IP and timestamp before first access.

    Engagement Analytics

    See exactly who viewed which document, for how long, how many times — page-level.

    Google Drive Integration

    Bring files from Google Drive — without giving up control

    Connect your Google account once, then use the official Google Picker to choose exactly which files or folders enter the room. CAPLINK can only ever see what you explicitly pick — never your full Drive.

    • Uses the drive.file scope only — Google's narrowest, Picker-anchored permission
    • We never request drive.readonly or any broader scope
    • Picked files mirror into the room; access rights are managed inside CAPLINK
    • Revoke CAPLINK from your Google account at any time — zero residual access
    • Works with Google Docs, Sheets, Slides, and any uploaded file type

    Don't use Google Drive? Upload directly — the same access controls, watermarks and audit trail apply.

    Google Pickerscope: drive.file
    My DriveFundraisingSeries A
    Pitch deck v4.pdf
    PDF
    Forecast model.xlsx
    Sheets
    Customer references.docx
    Docs
    Board minutes Q3.pdf
    PDF
    Team photos/
    Folder

    CAPLINK only sees the files you select here.

    Security & compliance

    Built like a vault, not a folder

    Security is not a checkbox at the end — it's the foundation. Every layer of the room is policy-checked, encrypted, and logged.

    EU-hosted infrastructure

    Data stored in EU regions. GDPR-aligned by default. Sub-processors listed in your DPA.

    Encrypted in transit & at rest

    TLS 1.2+ everywhere. AES-256 at rest. Signed URLs for every file fetch.

    Row-level security

    Every read and write is policy-checked at the database layer — not just the API.

    Per-view watermarking

    Viewer email and timestamp burned into every preview the moment it's served.

    Consent log

    NDA / confidentiality pop-up captures full text version, IP, timestamp, signer identity.

    Tamper-evident audit trail

    Every view, download, share, revoke and Q&A action stored with actor + context.

    Confidentiality Acknowledgement

    Before accessing the Series A data room

    The information disclosed in this data room is strictly confidential. By proceeding, you agree:

    • Not to disclose, reproduce, or share any contents without prior written consent.

    • To use the materials solely for evaluating a potential investment in Acme.ai.

    • That your acceptance, identity, IP and timestamp will be recorded.

    v3 · updated Mar 12, 2026
    Access control

    Per-investor, per-folder, per-file — without the spreadsheet

    CAPLINK's permission model is built to fit how real fundraises work: lead investors see more than the long tail, your lawyer sees only legal, your advisors inherit the investor's view, and you can revoke anything in a click.

    • Cascade by default — Grant a folder → everything inside is granted, automatically.
    • Excluded roots & per-file overrides — Pin a sensitive file as 'lead only' even inside an open folder.
    • Sibling restriction propagation — Hide one subfolder without exposing siblings to confusion.
    • Advisor inheritance — Advisors see what the hiring investor sees — never more, never less.
    • Instant revoke — Active signed URLs invalidate immediately; the audit log captures every change.
    Permission matrix
    Series A Room
    FolderSequoia (Lead)Angel SPVAdvisor
    01 Company
    Download
    Download
    Download
    02 Financials
    Download
    View
    Download
    03 Legal
    Download
    04 Customers
    View
    View
    05 Cap Table
    Download
    View
    Download
    Changing a row revokes active sessions instantly.
    Q&A workflow

    Every question tied to a file. Every answer logged.

    Investors stop emailing you scattered questions. They ask directly inside the room, attached to the relevant file or folder. You — or your advisor — answer once, and every other invited investor benefits.

    • Threaded questions attached to a file or folder
    • Founders and advisors can both reply, with attachments
    • Per-investor question quota prevents abuse
    • Full audit log of who asked, who answered, and when
    • Push and email notifications keep deals moving
    Forecast model.xlsx — Q&A
    3 threads
    S
    Sequoia · Partner· 2h ago

    What's the gross margin assumption underlying the FY26 forecast?

    JD
    Jane (Founder)
    Founder
    · 1h ago

    78% blended, 82% on the SaaS line specifically. Backup is in 02_Financials/Margin_Bridge.xlsx.

    Quota: 12 of 25 questions used

    Add advisors to the room

    Advisors are added through scoped engagements, not raw user invites. The engagement defines the access scope, the duration, and the auto-revocation. When the engagement closes, access vanishes — instantly and irreversibly.

    • Scoped to the dataroom + Q&A of the hiring investor
    • Time-bound — auto-revoke on engagement close
    • Cannot exceed the hiring investor's permissions
    • Confidentiality conflicts flagged automatically

    Bulk download — still watermarked

    Investors can request the whole room as a single ZIP. CAPLINK packages it in the background, applies the per-viewer watermark to every PDF and image, then emails the recipient when the archive is ready.

    • Respects the investor's per-folder access rights
    • Per-PDF watermark with viewer email + timestamp
    • Rate-limited per investor and per room
    • Every ZIP request logged in the audit trail
    FAQ

    Common questions, answered

    Everything founders ask before opening a CAPLINK data room.

    Open a data room investors trust on sight.

    Spin up your room in minutes, invite investors and advisors with scoped access, and watch your fundraising speed up.

    View Pricing

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