Secure document sharing for investor due diligence — protect your IP while building investor confidence
A data room is a secure, organized repository of documents that you share with potential investors during due diligence. Think of it as a digital vault where investors can review your financials, legal documents, contracts, and pitch materials — all in one place, with full access controls.
On IPX, every project gets its own data room. It's one of the most important tools for raising capital, because serious investors won't commit funds without reviewing your documentation first.
Industry context: In traditional film/media financing, data rooms are provided by services like Intralinks or Datasite and cost $5,000–$50,000+. IPX includes data room functionality for free with every project, powered by end-to-end encryption on Base L2.
Go to your project page and click the Data Room tab. If you haven't created a project yet, you'll need to do that first.
Path: Your Project → Data Room tab
The data room is created automatically when your project is set up. You'll see a clean interface with pre-built folder categories ready for your documents.
Upload files using any of these methods:
Drag files directly into any folder
Click "Upload" to browse your computer
Select multiple files or entire folders
Supported formats: PDF, DOCX, XLSX, PPTX, JPG, PNG, MP4, MOV. Max file size: 500MB. All uploads are encrypted at rest and in transit.
IPX provides a standard folder structure that investors expect. Place documents in the appropriate categories:
You can also create custom folders for any documents that don't fit the default categories.
Control exactly who can see each document or folder. Click the lock icon on any item to configure access:
Visible to anyone who visits your project page. Use for pitch decks, trailers, and public-facing materials.
Visible to users who hold tokens in your project or have been granted investor access. Ideal for financials and contracts.
Invite specific people by email. Perfect for sensitive legal documents, term sheets, or documents shared with specific investors during active negotiation.
Tip: Set permissions at the folder level to apply them to all documents within. Individual document permissions can override folder-level settings.
IPX tracks every interaction with your data room, giving you powerful analytics:
Pro move: After sharing your data room link, check back 24–48 hours later. If an investor has spent 10+ minutes in your financials section, follow up with a personalized message — they're actively evaluating.
Protect sensitive documents from unauthorized distribution:
Send potential investors a secure link to your data room:
Link format: https://ipx.exchange/projects/your-project/dataroom?token=abc123
Each link is unique and trackable. You can revoke any link at any time from the Share management panel.
As your project evolves, documents get updated. IPX handles version control seamlessly:
Investors always see the latest version. Version history is only visible to project owners and collaborators.
Populate all six standard categories before sending your data room link. An incomplete data room signals disorganization. Even a placeholder note ('Coming soon — expected by [date]') is better than empty folders.
Name files descriptively: 'ProjectName_Budget_v2_2024.pdf' not 'budget-final-FINAL.pdf'. Include version numbers and dates. Investors review dozens of data rooms — make yours easy to navigate.
Begin with 'Specific Users' access for sensitive documents. You can always broaden permissions. It's much harder to restrict access after documents have been viewed or downloaded.
Check your analytics dashboard weekly. If investors are spending time in specific sections, prepare to answer detailed questions about those areas in your next conversation.
Nothing undermines confidence faster than outdated financials. Set a monthly calendar reminder to review and update all documents in your data room, especially financial projections.
When sharing with investors you don't have a relationship with, set links to expire in 14 days. This creates urgency and limits exposure. Extend access for engaged parties.
Problem: File upload gets stuck at a percentage or fails with an error message.
Try the following:
Problem: An investor reports they can see the data room but specific documents are locked or missing.
Check these common causes:
Problem: Documents uploaded successfully but won't render in the browser preview.
Browser preview has limitations:
Problem: You enabled watermarking but investors report they don't see watermarks.
Watermark troubleshooting:
Set up and link your production budget for investor visibility
You need a project before you can use the data room
Create the perfect pitch deck to upload to your data room
Programmatically manage your data room and documents
Our team can review your data room setup and provide feedback before you share with investors