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Setting Up CTA Buttons

  1. Navigate to the Access tab in your Data Room.
  2. Select the Permission Group you want to edit.
  3. Click the Buttons dropdown to enable and configure CTAs.
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You can choose from the following three CTA types:

Digital Subscription Templates (Native Integration)

This option allows investors to launch Digital Subscription flows directly from the Data Room.
  • To see your Templates appear, you must first associate the appropriate Vehicles in the Settings tab.
  • You can connect multiple Templates per Vehicle (e.g., offshore, onshore, and tax-exempt).

Website CTA

Direct investors to any external webpage (e.g., your website).

Email CTA

  • Pre-load an email link to a designated contact (e.g., operations email, Head of IR, etc).
You can customize the labels for each CTA to match the context for your LPs.
After configuring your buttons, hit Save—and you’re done!

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What Investors See

Once set up, investors will see your CTA buttons in the Data Room based on the Permission Group they belong to. Here’s an example of what it looks like:
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