Investor Data Room
A shareable, read-only URL containing your certified metrics. VCs get a link, they can view live metrics and ask Orion questions — answered only from certified reveals.
Some UI surfaces for this feature are still in development. Backend capabilities are available via the API.
Why use it: Give investors live metric access without sharing your full workspace. Orion answers their questions — but only from what you've certified.
Where to find it: Admin → Integrations → "Manage Data Rooms" (links to
/data-rooms), or the Data Rooms pill in the floating nav.Who can use it: Anyone with the link can view (with password if set).
Investor Data Room
A shareable, read-only URL containing your certified metrics. VCs get a link, they can view live metrics and ask Orion questions. Orion answers only from certified reveals — no hallucinations.
Creating a data room
Open Admin → Integrations → "Manage Data Rooms" (or the Data Rooms pill), then create a room.
When creating, you pass a name, the reveals to include (revealNames) and/or whole domains (domainNames), whether to allow the Orion assistant (allowOrion, on by default), an optional password, and an optional expiry in days (expiresInDays). The server generates a unique slug and returns the room (the share URL is /room/<slug>).
What investors see
- Certified metric values — the latest snapshot value per included reveal
- A read-only Orion chat — answers are generated by Claude (
claude-sonnet-4-5) using only the room's snapshot metrics as context, via the workspace's own API key. - No access to raw data, workspace settings, or other workspace content
Investors cannot see your node definitions, your CML semantic layer, your other dashboards, or any metric not explicitly included in the room.
Security options
| Option | Description |
|---|---|
| Password protection | Optional. Room requires a password to open (hashed with bcrypt). |
| Expiry | Optional. Set a number of days; the room returns HTTP 410 once expired. |
| View tracking | Each view is logged to data_room_views (viewer IP + optional name) and bumps a view_count. |
Revoke a room at any time (soft-delete — sets revoked_at, after which the public room returns 404).
What Orion can and cannot answer
| Allowed | |
|---|---|
| Questions about certified metrics in the room | ✓ |
| Historical trends for included metrics | ✓ |
| Questions about metrics not in the room | ✗ |
| Raw SQL queries | ✗ |
| Internal workspace details | ✗ |
Best practices
- Include only the metrics relevant to the current conversation (Series A deck vs Series B)
- Use password protection for any room shared with parties you haven't met
- Set a 30-day expiry and create a fresh room for each new investor conversation
- Check view tracking to know when a VC has reviewed your data before a follow-up call