Create a Free VDR on Capcade

Getting Started

A virtual data room (VDR) is a great tool to leverage when evaluating deals, executing transactions, or managing a portfolio.

To create your free VDR on Capcade, simply apply for early access and register.

Registration is super easy and takes less than 60 seconds, but a full walkthrough can be found here.

To skip the line for early access, just fill out this quick survey — it’s also very simple (Typeform verifies it only takes 2 minutes).

Opening a VDR

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Once you are set up on Capcade, you can open your first VDR.

A walkthrough for setting up your organization and team members can be found here.

You can use Capcade with just one user or with a whole team of internal users, advisors, and counterparties.

Steps to open a VDR:

1. Select VDR on the left sidebar.
2. In the tab that says {your company’s} VDRs, click the Create VDR button.
3. Give the VDR a name and description (optional).

Uploading Files

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Populating your VDR is straightforward:

• Select the Upload button or drag-and-drop files or folders directly into the VDR.
• Folders uploaded will maintain their tree structure, so you can organize your files on your local computer first or organize them inside the VDR after upload.

Managing Access

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Once your VDR is open, you can invite colleagues or external parties to help organize or review documents.

Steps to grant access:

1. Select the Access Management tab (between Data Room and Audit Log).
2. Click Add Users/Counterparties.
3. Type the name of the colleague or internal group to invite.
4. Type the name of the external party to invite.
5. Click Add.

📌 Note: Anyone added to your VDR must be registered on Capcade. They’ll go through the same quick registration process.

• To invite a colleague → Go to Organization > Users > Invite User.
• To invite an external organization → Share this registration link.

💡 Anytime you invite an organization to Capcade, they skip the line for free access, and you get upgraded to premium features.

Managing Visibility

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Once colleagues and external parties are added to your VDR, you can set their document permissions.

⚠️ Important: Document visibility is always off by default — ensuring there’s no accidental data leakage. You must manually enable file/folder viewing rights.

Steps to manage visibility:

1. Click the Document Permissions button.
2. The permissions matrix opens.
3. From here, you can set access levels for colleagues, groups, or external users at both the file and folder level.

There are 4 levels of access:

• No access
• View only
• Download and print
• Allow edit

(Tip: Edit rights are great for colleagues or advisors who can manage a section, or even the entire VDR, on your behalf.)

Advanced Features

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Capcade also offers advanced features including:

• File tagging.
• Linking your VDR to a specific transaction or portfolio item.
• Connecting a file in the VDR to an interactive offering document.

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