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Quick Start Guide

Learn how to start a new Data Room, configure your page, and publish for investor access.

Create Your First Data Room

AngelList Investor Management Help Center

The Investor Management Platform centralizes your prospecting, closing, and communication workflows within a single system.

Home

Overview

Server Error or "You are not a part of an organization"

Common Errors

Reset Password

How to reset your password

Settings

This guide explains what you will find after opening up a Transaction. Here you'll see everything from reference documents (e.g. LPAs, PPMs, etc), action buttons to start filling out your documents, fund manager contact information, your own entity information, and more!

Get Started

Transaction Dashboard

Changing your entity info before submitting your transaction

Change Investing Entity

Can I change my investing entity name and type?

Copy Saved Info

How do I copy my saved information into a new Transaction?

A firms information can be found within the associated Transaction

Contact Information

Where do I find the fund managers contact information?

Your signed documents will live on the Files tab within a Transaction

Signed Documents

Where to find your signed documents

Start Transaction For Someone Else

Start a Transaction for Someone Else

Inviting other members into your Transaction to help complete it

Invite Team Member

How do I invite a team member or 3rd party into the Transaction?

What do the different transaction statuses mean?

Transaction Statuses

Understanding the difference between your Directory Entities & Directory People

Universal Directory

Universal Directory Definitions

Explaining your settings under the "Organization" left sidebar tab

Select from the two options below for help with Transactions & Templates within Digital Subscription or details on onboarding into the product.

Explaining what Templates are and how to edit them

Templates Overview

How to preview your Template as a specific investor type

Previewing Templates

Template Previews

How to upload, edit, and remove reference documents like PPMs, LPAs, etc

Updating Reference Documents

An overview on what you can do with Transactions

Transactions Overview

How to request a revision from a submitted transaction and how to finalize it internally

Edits & Revisions

Requesting Edits/Revisions

Optional feature to counter-sign after you mark In Good Order

Counter-Signatures

How to counter-sign your documents

How to upload investor documents into a Transaction as an admin

Uploading Documents

Uploading documents into a Transaction

Exporting Info

How to export your transactions and investors information

Changing Fund Admins

What if I change my fund admin?

Welcome to the AngelList Digital Subscriptions onboarding guide! 

Introduction

This article outlines the process for reviewing and customizing your first webform draft in AngelList Digital Subscriptions following your kick-off call.

Webform Creation

This article explains how to test your document mapping and investor signing flow after approving the Template layout.

Document and Signature Testing

This article covers the final steps before launch, including Template finalization, email setup, and receiving your public Template links.

Final Launch

A high-level explanation of what the Data Room is, who it’s for, and how it helps fund managers share fundraising materials with investors securely.

What is the AngelList Data Room?

A step-by-step, interactive guide for setting up your first Data Room, including layout customization and content uploading.

Getting Started Demo

Quick answers to the most common questions users have about setting up, editing, and sharing their Data Room.

Top FAQs

Instructions on how to personalize your Data Room with your fund name, header image, and logo to match your brand.

Customize Logo, Banner, and Name

An overview of the types of content sections you can add—like videos, featured docs, FAQs, team bios, and co-investors.

Understanding Page Sections

How to upload files to your document library, create folders, and manage your materials efficiently.

Upload & Organize Documents

Reorder, remove, or add new sections to customize the viewer experience and tell your fund’s story.

Configuring Your Data Room Page

Guide for adding call-to-action buttons that link to subscription flows or your website.

Set Up Custom CTAs

Compare private invites vs public access links and learn when and how to use each to control who can enter your Data Room.

Invite Visitors (Email vs Public Links)

Create groups with customized permissions (e.g. view-only or download access) for different types of investors or stakeholders.

Set Up Permission Groups

Control who can view or download documents.

Set Viewer Permissions

Set up a mandatory disclaimer popup that visitors must accept before entering your Data Room.

Configure NDA Disclaimer Popup

Overview of how watermarks are applied and why screenshotting is discouraged for confidential material.

Watermarks & Screenshot Policy

Access key stats like number of views, popular files, and recent visitor activity at a glance.

Analytics Table

Drill into who viewed what, when, and how often—so you can follow up with high-intent investors.

Track File & Viewer Activity

How to access our API to push activity from the Data Room to wherever you need it.

Data Room API

Learn how to integrate Digital Subscriptions and customizable CTAs (Call to Action buttons) into your Data Room, giving investors seamless access to subscription templates, external sites, or email outreach.

Digital Subscription Documents

Connecting Digital Subscription Templates to Your Data Room

List of supported document types (PDF, DOCX, Excel, etc.) and file size limits.

Supported File Types

The current process on how to have your Data Rooms cloned.

Cloning a Data Room

What users can expect when viewing or accessing the Data Room from a phone or tablet.

Mobile Compatibility

Welcome to the Investor Portal help center!

Welcome!

AngelList Investor Portal

Breaking down the Directory drop down and how you manage your investors

A Vehicle represents a fund or SPV entity within your Investor Portal. It serves as the central hub for connecting relevant entities, documents, and key stakeholders in one place.

Vehicles

Understanding Vehicles in the Investor Portal

Frequently Asked Questions

Learn how to initiate a bulk upload of Directory Entities (investor profiles) and Directory People (associated contacts) in the Investor Portal. This guide gives you a high-level overview of the process and directs you to the in-app guide for detailed instructions.

Bulk Create Investor Profiles

Bulk Uploading Directory Entities & People in the Investor Portal

Efficiently distribute documents to multiple investor profiles using the Bulk Upload feature. This guide provides an overview of the process and directs you to the in-app guide for detailed instructions.

Overview

Getting Started

Managing Content

Access & Permissions

Security & Compliance

Analytics & Tracking

Integrations

General FAQs

Create Your First Data Room

Quick Start Guide

Overview

Getting Started

Managing Content

Access & Permissions

Security & Compliance

Analytics & Tracking

Integrations

General FAQs

​Quick Start Guide

Quick Start Guide