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Exedra Gate docs

Data room

What the data room is for

The offering documents are the brochure you show invited investors. The data room is the locked reading room behind it. Financials, contracts and legal papers belong here, organised in folders.

Clients manage it at /app/issuer/data-room. Investors read it at /app/projects/:projectId/data-room.

Access is per document

Each document carries its own access settings. The defaults are the least-access ones:

  • Investors can view, inline, in the built-in viewer.
  • Downloads are off for investors until you switch them on for that document.
  • The per-viewer watermark is on.

Admin and manager roles are unaffected by the investor download toggle.

Why view-only plus watermark

A watermarked, view-only document that is still screenshotted is at least attributable to the viewer who opened it. The watermark and the access log are what make it attributable.

Every open is logged

Opening a data-room document writes an access log entry before the file is delivered. The document URL is signed and short lived; it is minted only after the server has authorised the request as you and recorded the access.

Clients can export the access log.

Authorisation is server side

The delivery endpoint re-checks your role against the document itself, as you, using the database's own permission function. Being able to see a link is never what grants access.