Key takeaways
- Planned for the first release.
- Guests are named people who see only the items you share, until access expires.
- Preview-only or download, watermark text and NDA acknowledgement are set per invitation.
- Revoking access stops new downloads and AI retrieval at once; links already issued expire within minutes.
Planned feature: not in Delsivo yet, and details may change before it ships.
Who data room guest access is for
- A domain expert checking a founder's technical claims
- A co-investor reviewing the same round
- Your fund's lawyer reading round documents
- A business unit specialist at a corporate venture team
Guests are not team members. They don't see the deal record, your notes, ratings or other deals. They get a link to the guest pages on your branded portal and confirm it with an email code.
Settings per invitation
| Setting | Options | Why it matters |
|---|---|---|
| Scope | Whole room, chosen folders or single files | Experts usually need one folder, not the cap table |
| Expiry | A date you choose | Access ends without anyone remembering to remove it |
| Preview or download | Preview only, or preview and download | Keeps originals with you when a read is enough |
| Watermark | Text you set, such as the guest's name and the date | Makes a leaked screenshot traceable |
| NDA acknowledgement | Required or not | The guest accepts your terms before the first file opens |
Inviting and removing a guest
- 1In the room, select the folders or files and choose Invite guest.
- 2Enter the guest's name and email, the expiry, the preview or download policy, the watermark and whether an NDA acknowledgement is needed.
- 3The guest gets a branded email with a link to your portal and signs in with a one-time email code.
- 4They accept the NDA if required, then see only the shared items.
- 5To end access early, choose Revoke. New download links and AI retrieval are refused immediately, and any link already issued expires within its short lifetime.
What the activity log records
Every invitation, access, upload, download, revocation and permission change is recorded with who did it and when. The log sits in a separate logs database from the deal data. You can see, for example, that a guest opened the customer contracts folder twice and downloaded nothing.
Files are delivered through short-lived signed links created after a permission check, never through permanent public addresses. A watermark deters casual sharing but can't stop someone photographing a screen, so share the minimum each guest needs.