a month ago
Tell investors exactly what's new in your Data Room β in your voice π£
Uploading new documents to your data room just got a lot more personal. You can now customize the notification email investors receive when you share new files. So your update lands like a thoughtful note, not a system alert.
What's new:
- Permission-scoped links, automatically. Every link in the email respects each recipient's existing access β no manual check, no accidental exposure.
- Pick exactly who gets notified. Choose specific investors or groups per upload, so the right people get the right files.
- Write your own subject and message. Use the rich text editor to explain what's inside, highlight what matters, and set the right toneβwhether it's a formal quarterly update or a quick heads-up, it's your call.
- Add a custom call-to-action. Replace the generic "View documents" button with whatever fits "Review Q4 financials." "See the updated LPA," or "Open the data room."
- One guided 3-step flow. Upload β Select recipients β Prepare message. Done in under a minute.
Why it matters:Β
Generic notification emails got ignored β or worse, made investors second-guess whether an upload was legitimate. Custom messages drive faster document review, fewer "did you see this?" follow-ups, and a more professional relationship with your LPs.
Now available in Anduin Data Room for all admins for you to try!