Creating Your First Virtual Data Room
A Virtual Data Room (VDR) is your secure, centralised workspace for managing all documents related to a single transaction. Deal Vault allows you to create and manage multiple VDRs simultaneously, each with its own permissions, workflows, and AI analysis.
Best practice: Create one VDR per transaction. Name it using a project codename (e.g., "Project Aurora") to maintain confidentiality during the deal process.
Step-by-Step: Creating a VDR
Navigate to Portfolio
From the main dashboard, click Portfolio in the left sidebar. This is your command centre for all active deals and data rooms.
Click "New VDR"
Click the + New VDR button in the top-right corner of the Portfolio page. The VDR creation wizard will open.
Configure Basic Settings
Enter your project name, select the deal type, and choose your initial security level. You can change these settings at any time.
Enable AI Features
Choose which AI capabilities to enable for this VDR: Document Analysis, Risk Scoring, and/or Auto-Summarisation.
Invite Your Deal Team
Add team members and set their initial access levels. You can configure granular document-level permissions after creating the VDR.
Pro tip: Use the Template Library to pre-populate your VDR with industry-standard folder structures for M&A, PE, or real estate transactions. This saves 2–3 hours of setup time.
Try It: Interactive VDR Creator
Knowledge Check
Important: Never share VDR access links publicly. All invitations must be sent via the Deal Vault platform, which enforces identity verification before granting access.