For deal teams
Deal team guides
Run a data room from first upload to lock, control who sees what, analyse documents with AI, redact, and keep your account in order.
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Try:
New here? Start with these
1Your first hour in Valutico VDROpen the demo deal, learn the project sidebar, read a document, ask the assistant one question and see who has access, so the first real project holds no surprises.2Prepare and share a data roomThe end-to-end workflow, from a new project to invited buyers, on one fictional deal.3The data room lifecycle: Preparation, Published, LockedWhat you can change, what buyers see and what is billed in each of the three data room states, how you move from one to the next, and what can never be undone.
What do you want to do?
The common jobs, each a short task guide.
Upload documents Build the Dataroom structure Place documents with AI Invite buyers Protect downloads Answer buyer questions See who accessed what Redact documents Ask the AI about documents Run an analysis Export a questionnaire or artifact Manage your team Check what someone can see Close and archive a room
Browse by area
Every guide, grouped the way the app is organised.
Data roomEverything a deal team does with a data room, from creating the project to closing it. Follow the walkthrough for the full sequence, or jump to the task you are on.21 guidesAccessRoles, teams and permissions explained, with the tasks that keep access right: manage your team, check what someone can see, remove access, and fix invitations.5 guidesAnalyse with AIAsk the AI assistant about your documents, run questionnaire-based analyses, and export the results as Word, PDF or slides.6 guidesAccountGetting into the app and keeping it running: sign-in and network problems, your first session, and how credits and billing work.3 guides
By role
Project owner or admin
You set up rooms, decide who sees what and publish.
How access worksSet up and brand the Deal PortalInvite buyers to a data roomCredits and billingReview project activityDeal team member
You upload, organise, answer questions and analyse.
Workspace and DataroomUpload documentsPlace documents in the DataroomAnswer buyer questionsAsk the AI about your documents