Help
How do I set up a data room in LockRoom?
Create an account, start a new room, and load the included M&A folder template. Drag your folders and files in from your desktop, then invite buyer groups by email. A typical room is live in under 5 minutes, and the 14 day free trial requires no credit card.
Step by step
- Start a free trial at lockroom.com. No credit card required.
- Create a new room and name it for the deal (most bankers use a project codename).
- Apply the standard M&A template (13 folders, 63 subfolders) or build your own structure.
- Drag and drop your folders and files. Folder structure from your desktop is preserved.
- Invite buyer groups by email and set their permissions before they enter.
Related
What is in LockRoom's M&A folder template? How do I invite buyers to a LockRoom data room? How do document permissions work in LockRoom? See all questions at the LockRoom help index, or start a free 14 day trial at lockroom.com/pricing.