OpenDataRoomFor fundraising teams and event research handovers
Prepare an investor research pack for a conference or event
Give an event team a focused evidence pack to consult through their own AI, with source dates, access limits and a clear activity record.
Useful starting points
Your files. Your questions.
Practical ways to organise a pack, choose who can connect and understand its activity. Start with the job you need to do.
Explore 36 private-market and file-handover examples →
For hotel teams and marketing consultants
Share a hotel research pack with a marketing consultant or team
A practical handover for hotel research, approved property details and marketing evidence through a controlled AI connection.
For anyone working across AI tools
Control what AI can access in your files
A practical guide to choosing files, authorising AI connections, setting access windows and understanding the access record.
For teams choosing how AI uses their data
Data sovereignty, data control and AI access: what changes?
Understand the difference between model choice, file permissions, storage location and data sovereignty before connecting AI to your documents.
For founders preparing a fundraising conversation
Prepare a startup file pack for an investor’s AI
Choose the right deck, supporting evidence and questions for an AI-assisted investor review without oversharing your entire data room.
For founders who want a clear sharing record
Pitch-deck tracking and MCP request logs measure different activity
Compare document views with AI file requests, and learn what an MCP request ledger can and cannot tell you about a shared pitch deck.
For fund teams, LP relations and advisers
Share a fund update with an authorised AI connection
Prepare an approved fund update for AI-assisted review with dated figures, clear permissions and a request record.
For asset managers, family offices and research teams
An AI research pack for asset managers and investment teams
Organise a focused investment research handover with sources, dates, permissions and clear distinctions between facts and assumptions.
For marketers, agencies and creative collaborators
Share a marketing brief with your team’s AI
Prepare a campaign brief, brand guidance and supporting evidence for a focused AI-assisted handover to a colleague or agency.
For people who want sharing to have an end date
Time-limited AI file access: expiry, revocation and deletion
Understand what happens when an MCP connection expires, why revocation cannot recall copies, and how file retention differs from access.
For people who want their own AI to use their files
Connect documents to your AI through MCP
A plain-language guide to MCP file connections: what to connect, how authorisation works and how to try the public OpenDataRoom sample.
Find the guide for your next task
From investor diligence to staff policies and guest information: find a real task, the documents to bring and the features that help.
Fund managers, LPs and reporting
35 practical guides with source examples and next steps.
Requests, questions and follow-up
13 practical guides with source examples and next steps.
Fundraising evidence
64 practical guides with source examples and next steps.
Deals, advisers and investment decisions
30 practical guides with source examples and next steps.
Get connected
9 practical guides with source examples and next steps.
Files, phones and source preparation
9 practical guides with source examples and next steps.
Credit, property and infrastructure
20 practical guides with source examples and next steps.
Staff and institutional knowledge
3 practical guides with source examples and next steps.
Customer, guest and partner information
4 practical guides with source examples and next steps.