Data Rooms Reference
Rooms, access & watermarking, BYOD sources, ODD on Drive, Intelligence, and Analytics — the surfaces and settings in Data Rooms.
Reference for each Data Rooms surface and its settings.
Rooms
The container for a diligence engagement. A room holds documents, controls who can see them, and is the scope for Q&A, Compare, Reports, and the diligence agent.
Access & watermarking
Rooms are built for sharing sensitive material safely:
- Controlled access — grant scoped access per room; external parties (including LPs) see only what's shared with them.
- Watermarking — documents are watermarked for traceability when shared.
BYOD sources
Bring Your Own Data. Connect external sources into a room so documents flow in without manual re-upload. Source connections are managed through MCP connections.
ODD on Drive
Run operational due diligence directly over documents in a connected drive — point the agent at a drive location instead of uploading copies into a room.
Intelligence
Surfaces extracted signals and insights across a room's documents — a higher-level read than answering one question at a time in Q&A.
Analytics
Coverage and usage analytics for a room — what's been reviewed, what's outstanding, and engagement on shared material.
Related surfaces
- ODD profiles — structured diligence profiles (the ODD/DDQ module).
- Agent Runs / Approvals — see Agents & MCP.