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What is a data room?

What is a data room? Learn everything in detail about it

1 min readLast updated Nov 2025View as Markdown

A Data Room in Plox is a secure, branded space where you can group and share multiple documents using a single shareable link. It’s designed for scenarios where you need to present several files together, professionally, securely, and with full control.

Think of it as a curated folder, but with access controls, viewer tracking, and branding built in.

Clarity Bank

Series B raise · Confidential investor room.
Welcome to Clarity Bank's investor room. Inside you'll find our deck, financial model, loan book and regulatory materials, everything you need to evaluate the opportunity.
Key metrics
Total deposits

$2.4B

22%
vs last quarter
Active customers

318K

18%
vs last quarter
Net interest margin

4.2%

0.4pp
vs last quarter
Documents
Regulatory & compliance
8 documents
Clarity Bank Investor Deck.pdf
3.1 MB
Financial Model 2025.xlsx
420 KB
Loan Book & Risk.xlsx
1.2 MB
A Plox data room: branded, organised and fully tracked

What Does a Data Room in Plox Do?#

  • Groups Multiple Documents Together Share several files in one place using a single, organized link.
  • Controls Access at the Room Level Apply access settings (email restriction, OTP, passwords, expiration) to all documents inside the data room.
  • Tracks Viewer Activity See who accessed the data room, which files they opened, how long they spent, and from which device/location.
  • Keeps Your Files Secure Prevent downloads, limit views, or restrict access only to approved emails, across all files in the room.
  • Offers a Branded Experience Customize the data room with your logo, colors, and a custom domain (Pro plan and above).
  • Simplifies Sharing One link = all your important files. No need to send documents one by one.
  • Improves Presentation Create a professional, cohesive experience, especially useful for clients, investors, and stakeholders.
  • Supports Updates & Revisions Easily replace files inside the room without changing the share link.

What You Can Track#

Best Use Cases#

  • Fundraising decks & financials (send to VCs via one link)
  • Onboarding documentation for clients or team members
  • Investor updates with grouped reports, KPIs, and updates
  • Legal bundles (e.g. contracts, NDAs, agreements)
  • Marketing asset hubs shared with agencies or freelancers

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