Sabaki Guide
Data Room Access Setup In Sabaki
How to create a Sabaki Data Room, add documents, and review investor-specific access before sharing.
Data Room access setup is the Sabaki workflow for creating a room, adding source documents, and confirming which investors can see each document. It helps founders share fundraising material without losing track of permissions.
Key Takeaways
- Create the Data Room around the current Round or investor workflow so access decisions stay contextual.
- Review document visibility before sharing, especially when different investors need different files.
- Use comments and requests to keep investor questions connected to the relevant page or document.
How To Share A Data Room
- Create or open the Data RoomGo to Data Rooms, choose the relevant room, or create a new one for the active fundraising workflow.
- Add documentsUpload the deck, model, KPI evidence, legal files, and other documents investors should review.
- Review permissionsOpen the permission review surface and confirm which investor or stakeholder can see each document.
- Share access intentionallyInvite the investor only after the room contains the right materials and sensitive files have the correct visibility.
- Track follow-upUse page comments, diligence requests, and Advisor-supported summaries to keep questions attached to source material.
Quick Comparison
| Step | What To Confirm | Risk If Skipped |
|---|---|---|
| Room selection | The room matches the active Round or investor context | Materials are shared from the wrong workspace |
| Documents | Files are current and named clearly | Investors review stale or confusing material |
| Permissions | Sensitive files have investor-specific visibility | A recipient sees more than intended |
| Comments | Questions stay pinned to the relevant page or document | Answers become detached from evidence |
| Requests | Open diligence asks are tracked in one place | Follow-up disappears into email or chat |
Frequently Asked Questions
Where should I start a Data Room?
Start from Data Rooms and connect the room to the current fundraising context where possible. Keep the room focused on the investor workflow it supports.
Should every investor see the same documents?
Not always. Early conversations often need a lighter set of material than late-stage diligence. Review access before sharing sensitive documents.
How do page comments help?
Page comments keep questions and answers attached to the exact document page under review, which makes follow-up easier to audit and reuse.
Can Advisor use Data Room documents?
Advisor can answer from permitted workspace sources. Users should inspect cited sources before relying on an answer or sharing it externally.