Navigate the Dataroom
The Dataroom is a structured document repository for each company in your pipeline. It organizes all uploaded documents — financial statements, tax returns, bank statements, and more — into a browsable folder tree.
Access the Dataroom
Open a company profile
From the Leads page, click any company name to open its profile.
Click the Dataroom tab
In the top navigation of the company profile, click Dataroom (next to AICA Report, Debt Options, and Deals).
Folder and file structure
Documents are organized in a hierarchical folder tree based on document type. Each top-level folder represents a document category (e.g., Financial Statements, Bank Statements, Tax Returns), with subfolders for specific periods or years.
Click the arrow next to any folder to expand or collapse it. Files within each folder show:
| Column | What it shows |
|---|---|
| Data | File or folder name (with indentation showing nesting level) |
| Status | A New label if the file was recently added |
| Data From | Start date of the document's period |
| Data Till | End date of the document's period |
| Last Updated | When the file was last modified |
Active and Archived views
The Dataroom has two views, toggled via tabs at the top:
- Active — Documents currently in use. This is the default view.
- Archived — Documents that have been archived. They're preserved but moved out of the active view.
The count next to each tab shows how many files are in that view.
New file indicators
Files recently added to the Dataroom are marked with a New status badge. This helps you quickly spot documents that have just been uploaded or ingested from Magic Upload.
Download new files
Click the Download New button (purple, top-right) to download only the newly added files as a ZIP archive — without having to select them individually.
Documents uploaded and tagged via Magic Upload automatically appear in the Dataroom, filed into the correct folder based on their Data Type.
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