Data Room Setup Walkthrough
Set up a new virtual data room from scratch. Folder structure, document upload, AI auto-indexing, and initial permissions configuration.
Video tutorial
12 min · SpaceNexus platform walkthrough
What you'll learn
This tutorial walks through the complete data room setup process from start to finish. By the end, you'll have a fully configured data room ready for bidders or counterparties.
- Creating a new data room and choosing the right template for your deal type
- Setting up the 8-folder structure that works for every M&A and fundraising deal
- Bulk uploading documents with drag-and-drop and AI auto-indexing
- Configuring initial permission groups (full bidder, shortlisted bidder, counsel, advisor)
- Setting up NDA click-through workflows and email invitations
- Configuring structured Q&A with category routing
Step-by-step walkthrough
Introduction and overview
What you will build in this tutorial and the key decisions you will make along the way.
Creating a new data room
Click New Data Room, choose the deal type template (M&A, fundraising, legal, real estate), and enter the basic details.
Setting up the folder structure
Apply the 8-folder structure (Corporate, Financial, Commercial, Tech & IP, People & HR, Legal, Real Estate, Management Presentation) and customize for your deal.
Bulk document upload
Drag and drop thousands of files at once. AI auto-indexing categorizes documents into the right folders automatically.
Configuring permission groups
Create permission tiers for full bidders, shortlisted bidders, counsel, and advisors. Set document-level permissions where needed.
NDA and email invitations
Set up NDA click-through workflows and customize the email invitation template.
Structured Q&A setup
Configure category routing, response SLAs, and pre-prepared FAQ documents for the most likely buyer questions.
Testing and going live
Run a test with a mock bidder, verify all workflows, and launch the data room.