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    Data Room Guide

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

    Lead investors see more than the long tail. Your lawyer sees only legal. Your advisors inherit exactly what the hiring investor sees. CAPLINK's permission model is built around how real fundraises actually work.

    What you get

    Built around the workflow

    Granular Access Rights

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

    Advisor Collaboration

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

    Tamper-evident Audit Trail

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

    Instant Revoke

    Revoking access immediately invalidates active signed URLs and hides files from the investor.

    Access control is the single most important capability a data room has. Most platforms ship either a blunt all-or-nothing model or a permissions matrix so complex you'd need an admin to run it. CAPLINK threads the needle with a cascading, inheritance-based model that mirrors how fundraises actually run.

    Grant a folder and everything inside it is granted, unless you explicitly exclude a sibling or a subfolder. Excluded roots and per-file overrides always win over inherited grants. That lets you set up a tight permission tree in minutes — and adjust it without re-auditing the whole room.

    Advisors get access through engagements. An engagement defines the scope (usually whatever the hiring investor sees) and the duration. When it closes, the advisor's access is revoked automatically — no manual cleanup, no forgotten ex-advisor with persistent access to your forecast.

    Instant revoke is just that: invalidates active signed URLs, hides folders from the investor's UI, and is recorded in the audit log with the actor and reason. Useful when a process dies; essential when something goes wrong.

    Stop running access via a tracking spreadsheet. Run it in the same room where the files live.

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