Virtual Data Room Setup

A Clean, Secure Hub for
Your Entire Diligence Stack

When investors request access to your financials, legal documents, and contracts, the last thing you want is a messy Google Drive folder. PikoHANA’s Virtual Data Room (VDR) Setup service ensures you present a secure, professional, and logically organized data room tailored for investor or acquirer review.

Our team handles the setup, curation, and formatting of your data room, ensuring every document is easy to locate and in the format investors expect. From incorporation certificates to term sheets, we help you gather everything investors will need during due diligence, and nothing they don’t.

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What’s Included

PikoHANA builds and maintains secure, investor-ready data rooms with structured folders, access controls, and curated documentation.

Data Room Platform Setup

We configure and secure your data room using tools like Dropbox, DocSend, or Google Drive.

Folder Structure & Access Control

Clear organization and permission management to protect sensitive content while keeping it accessible.

Document Audit & Curation

We help you collect, organize, and label essential documents such as cap tables, financial statements, legal contracts, and board minutes.

Investor-Ready Formatting

PDFs, spreadsheets, and supporting commentary prepared in investor-preferred layouts and file naming conventions.

Ongoing Support

We update and maintain the VDR throughout your fundraising or acquisition journey.

Why It Matters

Speed Up Due Diligence:

A well-structured VDR helps you respond quickly to investor queries and avoid back-and-forth delays.

Build Professional Trust:

Serious investors expect serious data rooms. Present yours with confidence.

Protect Sensitive Data:

With proper access controls, you maintain full visibility over who views what and when.

Frequently Asked Questions (FAQs)

Do you choose the VDR platform?

We offer recommendations, but we can work with any platform you or your legal team prefers.

Can I give access to multiple investors?

Yes. We set up tiers and permissions so you can control who sees each folder.

Will you help organize the documents?

Absolutely. We provide a due diligence checklist and help upload, label, and tag each file for easy investor access.

Secure the Deal with a Solid Data Room

Ready to present a clean, professional investor data room? Contact PikoHANA today.

Schedule A Free Demo Today