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Virtual Data Rooms (VDRs)

Share organized folders, generate separate links with independent permissions, answer diligence questions in context, and brand the room on your own terms.

1. Multiple links with independent access rules

One room can serve buyers, lenders, and legal teams without copying files into separate folders. Coneshare lets you create multiple links for the same room. Each link has its own password, expiration date, and optional NDA gate.

Link manager: create separate access points with individual names, rules, and viewer counts.

You can adjust visibility folder by folder. A prospective partner can see the product roadmap and technical architecture while financial audits and cap tables stay hidden until contracts are signed.

Permission table: set view, download, and watermark rules for each folder and file.

2. In-room questions and answers

Diligence questions often get buried in email threads or tracked in out-of-sync spreadsheets. Coneshare puts a Q&A panel directly inside the data room viewer. Reviewers can ask questions about specific items, and room owners can reply from a single dashboard.

Threads are scoped to each link. Competing buyers never see each other's questions or responses. You can also turn Q&A off for specific links when a reviewer only needs view-only access.

Q&A manager: reply to reviewer questions, track open and closed threads, and filter by share link.

3. Room branding and governance

Room settings control appearance and operational boundaries:

  • Banner and colors: Upload a deal banner and match the room's header, buttons, and accents to your brand or project palette.
  • File indexing: Turn on hierarchical outline numbers (1.0, 1.1, 2.0) across folders and documents to match legal review standards.
  • Storage quotas: Set a maximum storage limit on each room to manage capacity on your host server or cloud bucket.

Settings panel: upload banners, pick colors, set storage quotas, and toggle file index numbers.

4. Folder setup and document organization

Build and organize rooms in minutes. Import existing folders, add files in batches from your storage vaults, star important documents, and drag items to reorder the tree.

Room tree: reorder folders by drag-and-drop, star key files, and import documents from local or connected cloud storage.

Typical Workflow

  1. 1Build a folder structure and arrange documents in diligence order.
  2. 2Create separate share links with their own folder rules, passwords, and watermarks.
  3. 3Answer questions in link-scoped threads directly alongside the files.
  4. 4Set room banners, brand colors, file numbers, and storage limits.

Related Use Cases

Next Step

See this feature live in Coneshare

Explore the demo environment and see how real-time activity and automation work together in practice.