Use Data Exchange as a data room to facilitate the communication process with investors during fundraising. With Data Exchange, fund managers can deliver secure data, perform real-time updates, and monitor investor interest while investors benefit from online access to fund information anytime, anywhere.

The typical workflow for setting up a fundraising data room begins with building an index of the fund information and uploading the documents to the data room. The fund manager oversees content management and performs entitlements to provide prospective investors with the appropriate access to the material. Digital Rights Management (DRM) for PDFs and watermarks add an extra measure of security for the fund information published in the data room. The fund manager can use Data Exchange email notifications to inform investors of closing dates and material event disclosures and track investor interest through the user audit reports.