Orangedox Key Features
Explore all the features you'll need to smoothly complete your fundraising deal.
Virtual Data Rooms
Secure Virtual Data Rooms
Create data rooms with advanced security controls, seamlessly integrated with Google Drive and Dropbox. Perfect for due diligence, fundraising and M&A.
app.orangedox.com/app/dataroom
Data Rooms
Create secure virtual data rooms and track whenever someone accesses your room.
- Active data rooms
- 2426%
Last 7 days•from 19
- Document views
- 1,02427%
Last 7 days•from 807
Recent activity
View all
ED
Elise Dubois opened Project Harbor — Series B
Today at 9:14 AM
MO
Marcus Owens opened Acme Acquisition
Today at 8:52 AM
Data roomsAll data rooms
24New room
Search data rooms
- Project Harbor — Series B
Created 09/14/2026
EDSCRK+112483614Today at 9:14 AM - Acme Acquisition
Created 08/30/2026
MOJT11296Today at 8:52 AM - Board Pack Q3
Created Last Friday at 2:05 PM
JKAL1803Last Friday at 11:20 AM - Seed Round 2024Disabled
Created 07/02/2026
DP6412509/02/2026
ED
Elise Dubois opened Project Harbor
LivePage 4 of 12 · viewing now
New viewers
Last 30 days
13836%
Sep 7Today
Secure File Sharing
Military Grade Secure File Sharing
Protect your most sensitive files & documents with advanced security controls.
app.orangedox.com/app/share
Series B Pitch Deck.pdf
Only the people you add can open this file, and you can revoke anyone at any time.
SourceMessageOptionsParticipants
Participants
6Invite onlypriya@harborpartners.com
Add
or Bulk upload from CSV file
- PR
Priya Raman
Invite sentActivepriya@harborpartners.com
- ED
Elise Dubois
Activeelise@example.vc
- RK
Richard Kemp
Disabledrichard@example.com
- MO
Marcus Owens
Activemarcus@example.com
- SC
Sarah Chen
Activesarah@example.vc
- JT
James Tan
Invite sentjames@example.com
Access revoked · Richard Kemp can no longer open this file
Effective immediately, on every device
Google Drive Integration
Google Drive Data Rooms
Use Google Drive? Orangedox is the #1 choice for your data room. Added document security, tracking and branding without the hassle of file uploads.
app.orangedox.com/app/dataroom
Series A - Diligence
Backed by your Google Drive folder. Files stay in Drive, the room stays in sync.
- Files in room
- 4%2423
Synced from Google Drive
- Uploaded copies
- 0
Nothing to re-upload
Room contents
24Share room
My DriveFundraisingSeries A
Synced- Cap TableNew in DriveGoogle Sheet · added in DriveJust now
- LegalFolder · 12 itemsToday at 9:02 AM
- FinancialsFolder · 8 itemsYesterday at 4:31 PM
- Business PlanGoogle DocYesterday at 11:15 AM
- Series A Pitch DeckGoogle SlidesLast Friday at 2:05 PM
- Customer References.pdfPDF09/18/2026
Cap Table synced from Google Drive
In the roomNo re-upload needed
DriveMy DriveSeries A
Cap Table
Legal
Financials
Business Plan
Series A Pitch Deck
Shared as a data room by Orangedox
NDA Gating
One-Click NDA Protection
Ensure confidentiality by requiring an NDA to be accepted before accessing your data rooms or shared documents.
app.orangedox.com/app/dataroom
Data Rooms
Create secure virtual data rooms and track whenever someone accesses your room.
- NDA gated rooms
- 833%
Last 7 days•from 6
- Signed NDA's
- 464548%
Last 7 days•from 31
Recent activity
View all
ED
Elise Dubois signed the NDA for Project Harbor
Today at 9:14 AM
MO
Marcus Owens opened Acme Capital — Series B
Today at 8:52 AM
Data roomsAll data rooms
24New room
Search data rooms
- Project Harbor — Due DiligenceNDA
Mutual NDA · Created 09/19/2026
EDPRRK+6268219Today at 9:14 AM - Acme Capital — Series B Data RoomNDA
Investor NDA · Created 09/27/2026
MOSCJT+144123817Today at 8:52 AM - Series B Pitch
Created 09/05/2026
MOAL193012Yesterday at 3:34 PM - Board Pack Q3
Created 08/29/2026
JK88145Last Wednesday at 5:34 AM
ED
Elise Dubois accepted the Mutual NDA
Access grantedNDA requiredProject Harbor
Room options
Project Harbor
Dynamic Watermarking
NDA Gated
Gate access with a mandatory one-click NDA.
Mutual Non-disclosure Agreement
Dynamic Watermarking
Dynamic Watermarking
Protect your documents with dynamic watermarks displaying your recipient's email.
orangedox.com/d/board-pack-q3
Board Pack Q3.pdf
Shared by Priya Raman · Northwind Capital
Page 3 of 18
Board Pack Q3 · Confidential
03
Financial summary
Quarter ended September 30, 2026 · unaudited
($000s)
Actual
Budget
Var.
Revenue
12,640
11,900
6.2%
Gross margin
81.4%
80.0%
1.4 pts
Operating expenses
(8,910)
(8,600)
3.6%
EBITDA
1,378
920
49.8%
Cash on hand
24,300
22,000
10.5%
MO
Marcus Owens is viewing
marcus.owens@example.com
SC
Sarah Chen is viewing
sarah.chen@example.vc
Unique watermark on all 18 pages
Link options
Dynamic Watermarking
Stamps each viewer's email on every page.
PDFGoogle DocsWord & PowerPoint
Forwarding Protection
Prevent Document Forwarding
Protect your confidential documents with device-level security that prevents unauthorized forwarding.
app.orangedox.com/app/dataroom
Series B - Diligence
Every participant is locked to their own verified devices, so forwarded invites go nowhere.
- Verified devices
- 2321%
Across 18 participants
- Forwards blocked
- 33%43
Last 30 days • from 3
Participants
18Devices per participant: 1 device
ParticipantDeviceUsedOn
- EDElise Duboiselise@example.vcMacBook ProVerified · Toronto, CA1 of 1
- RKRichard Kemprichard@example.comSurface LaptopVerified · Boston, US1 of 1
- Unknown deviceBlockedVerifying deviceForwarded invite from richard@example.comWindows PCNot recognised · LagosDenied
- MOMarcus Owensmarcus@example.comiPhone 15Verified · Chicago, US1 of 1
- SCSarah Chensarah@example.vcMacBook AirVerified · Vancouver, CA1 of 1
- PRPriya Ramanpriya@example.comiPhone 15Verified · London, UK1 of 1
- JTJames Tanjames@example.comThinkPad X1Verified · Singapore, SG1 of 1
Forward blocked · Richard's invite was opened on an unrecognised device
Today at 11:04 AM · Lagos, NG
Forwarding protection
OnNumber of Devices
1 device
Device Expiry
Re-verify after 30 days
Track & Share Google Docs
Securely Share and Track your Google Docs, Sheets & Slides
Orangedox allows you to preview, track, and securely share Google Docs, Sheets, and Slides without leaving your Google Workspace.
app.orangedox.com/app/dataroom
Northwind DealSynced with Google DriveSynced
Native Google Docs, Sheets and Slides, shared securely and always the latest version.
Applied to every Google file here
Options
Page tracking
Downloads off
Forwarding protection
Watermarking
Google files
12Add from Drive
FileLast viewerLast edit
- Investor Update Q3Google DocLatest versionGoogle DocOROliver ReidToday, just now2 days ago
- Financial Model 2026Google SheetLatest versionRKRichard KempToday at 9:40 AM
- Series B PitchGoogle SlidesPRPriya RamanYesterday at 4:12 PM
- Board MinutesGoogle DocJTJames TanLast Monday at 10:05 AM
- Customer PipelineGoogle SheetSCSarah Chen09/18/2026
- Data Room IndexGoogle DocEDElise Dubois09/12/2026
Everyone sees the latest version
No re-sharingInvestor Update Q3
Investor Update Q3
Saved to DriveSaving…
Q3 highlights
Revenue grew 42% in Q3.
NDA Signing
One-Click NDA Signing
Orangedox allows you to get your NDA's sent out for signing, quickly and easily.
app.orangedox.com/app/nda
NDA's
One-click NDA signing and gating for data rooms and shared documents.
- Signed NDA's
- 464548%
Last 7 days•from 31
- Active NDA's
- 1233%
Last 7 days•from 9
Recent activity
View all
RK
Richard Kemp signed Mutual Non-disclosure Agreement
Today at 9:41 AM
ED
Elise Dubois signed Investor NDA
Today at 8:52 AM
NDA'sAll NDA's
4Add NDA
Search NDA's
- Mutual Non-disclosure Agreement
Mutual NDA.pdf·Added 09/19/2026
3837Today at 9:41 AM - Investor NDA
Investor NDA.docx·Added 09/18/2026
12Today at 8:52 AM - Contractor NDA
Contractor NDA.pdf·Added 09/17/2026
4Last Wednesday at 4:36 AM - Advisor NDA
Advisor NDA.pdf·Added Today at 8:05 AM
0Not Signed
RK
Richard Kemp signed the Mutual NDA
SignedAlso unlocks Project Harbor
Mutual NDA
Sent by Sarah Chen · Northwind
Accept NDA
One click. No signature, account or fields.
Page by Page Tracking
Page by Page Document Tracking
Track your documents, right down to the pages that your recipients view, including how long they stay on each page.
app.orangedox.com/app/dataroom
Series B - Diligence
Viewership metrics: who opened what, for how long, and when.
Viewership
Last 14 days
Previews
248
View time
3.6m
Downloads
12
3020100
Today, Oct 9
Previews:31
Sep 26Oct 2Today
Viewers
14- OR
Oliver Reid
Today at 9:14 AM · 12 of 12 pages
96% engagement - ED
Elise Dubois
Today at 8:52 AM · 9 of 12 pages
74% engagement - RK
Richard Kemp
Yesterday at 4:31 PM · 7 of 12
58% engagement - SC
Sarah Chen
Last Friday at 11:20 AM
31% engagement
Top documents
- Series B Pitch Deck.pdf112
- Financial Model FY27.xlsx64
- Cap Table.xlsx38
- Product Roadmap 2027.pptx21
- Mutual NDA - Northwind.docx13
Devices
Desktop 72%Mobile 28%
RK
Richard Kemp is viewing Financial Model
LiveSheet 4 of 9 · 6m 12s
Finished reading
Just now
OR
Oliver Reid
Series B Pitch Deck.pdf
All 12 pages, longest on the financials. Good time to call.
Branded Document Viewer
Custom Document Branding
Customize your virtual data rooms & shared files with your branding including custom logos, color schemes, and embedded hyperlinks.
app.orangedox.com/app/branding
Branding
Add your logo and colour scheme to your data rooms and shared documents.
Viewer preview
Live previewNorthwind Capital
Confidential materials for invited investors
Series B Data Room
Download allFolders
Financials
8 files
Legal & Corporate
12 files
Files
Series B Pitch Deck.pdf
Today · 4.2 MB
Financial Model FY27.xlsx
Yesterday · 860 KB
Product Roadmap 2027.pptx
09/28/2026 · 12 MB
Viewer settings
NorthwindLogo
northwind-mark.svg
Colour
#0F766E#94A3B8
Layout
ListSave
Applied to all 24 data rooms
Disable Downloading
Disable File Downloading
Take complete control over your sensitive documents by allowing for online viewing without having to download any files.
app.orangedox.com/app/dataroom
Series B - Diligence
Downloads offView only. Recipients read every file in the secure viewer but can't save a copy.
- Document views
- 24812%
Last 7 days • from 221
- Downloads
- 0
Off since today
SourceMessageOptionsParticipants
Allow Downloading
Disabling only works for previewed files.Room is view only
Enable Dynamic Watermarking
Stamps each viewer's email on every page.
Number of Devices
1 device
Files
18- Company Overview.pdf
PDF · 12 pages
Preview only - Financial Model FY27.xlsx
Excel · 6 sheets
Preview only - Series B Pitch Deck.pptx
PowerPoint · 24 slides
Preview only - Cap Table.pdf
PDF · 2 pages
Preview only - Product Demo.mp4
Video · 5:02
Preview only
Download blocked · Elise Dubois
Company Overview.pdf · still viewing
Company Overview.pdf
Elise · page 4 of 12
Downloading is disabled
Dropbox Integration
Data Rooms for Dropbox
Connect your Dropbox account and instantly transform any folder into a secure, trackable virtual data room without the need to upload a single file.
app.orangedox.com/app/dataroom
Data Rooms
Your Dropbox folders, as secure data rooms. Nothing to upload, always in sync.
- Active data rooms
- 650%
Last 7 days•from 4
- Document views
- 41222%
Last 7 days•from 338
Recent activity
View all
OR
Oliver Reid opened Series B - Diligence
Today at 9:14 AM
MO
Marcus Owens opened Northwind Acquisition
Today at 8:52 AM
Data roomsAll data rooms
6New room
Search data rooms
- Series B - Diligence1 new file/Deals/Series B•18 files17 filesORSCRK+11248014Today at 9:14 AM
- Northwind Acquisition/Deals/Northwind•42 filesMOED11296Today at 8:52 AM
- LP Reporting Q3/Investors/Q3 Reporting•26 filesJTPR+764129Last Friday at 11:20 AM
- Vendor Contracts/Legal/Vendors•62 filesAL180409/18/2026
Customer Contracts.pdf added
SyncedNow in Series B - Diligence
DealsSeries B
- Customer Contracts.pdfJust now
- Financial Model FY27.xlsx
- Series B Pitch Deck.pptx
- Term Sheet - Draft.docx
Synced to Series B - DiligenceSyncing with Orangedox…
Online Document Preview
Preview Files Online
Preview documents, images, videos, and files in your browser. Support for Google Docs, PDFs, Office file's and 25+ other formats.
orangedox.com/r/investor-materials
Investor Materials
Shared by Richard Kemp · Northwind Capital
ED
Company Overview.pdf
Page 3 of 12
Series B Pitch
Google Slides · Slide 6 of 18
Financial Model FY27
Google Sheet · Summary
Product Demo.mp4
Video · 1:42 of 5:00
Northwind Analytics · Confidential
03
Company Overview
Secure document workflows for 4,000+ deal teams across North America.
ARR
$4.2M
Growth
+38%
Customers
112
Series B · 2026
Building the secure layer for Google Drive
Raising $18M to scale go-to-market
$18M
Raise
112
Customers
+38%
YoY
5
6
7
8
fx=SUM(E4:E5)-E6
A
B
C
D
1
($000s)
FY25
FY26
FY27
2
Revenue
2,840
4,210
6,950
3
Cost of revenue
(612)
(842)
(1,251)
4
Gross profit
2,228
3,368
5,699
5
Other income
48
62
80
6
Operating expenses
(2,410)
(3,020)
(4,180)
7
EBITDA
(134)
410
1,599
SummaryRevenue buildHeadcount
Product demo
Secure sharing in 5 minutes
1:42 / 5:00
Opens in the browser · no download, nothing to install
ED
Elise Duboisis viewing
Tracked
Company Overview · p. 3
Series B Pitch · slide 6
Financial Model · 1m 40s
Product Demo · 1:42
Online preview
0 downloads
25+file formats
Bulk Downloading
Bulk Downloading
Allow your recipients to download multiple files at once from your virtual data room.
orangedox.com/r/series-b-diligence
Series B - Diligence
Shared with you by Sarah Chen at Northwind Capital
Bulk download onRK
All files
183 selected2 selected
Download 32 files
- Company Overview.pdf
PDF · 12 pages
2.4 MB09/28/2026 - Financial Model FY27.xlsx
Excel · Financials
1.1 MBYesterday - Cap Table.pdf
PDF · Financials
0.8 MBToday - Series B Pitch Deck.pptx
PowerPoint · 24 slides
14 MB09/14/2026 - Product Demo.mp4
Video · 5:02
220 MB09/02/2026 - Customer References.docx
Word · Legal & Corporate
96 KB08/30/2026
Series B - Diligence.zip
Download complete · 4.3 MBZipping 3 files…
Download logged
Just nowRK
Richard Kemp
Downloaded 3 files as one zip
Company Overview.pdf2.4 MB
Financial Model FY27.xlsx1.1 MB
Cap Table.pdf0.8 MB
Password Protection
Secure your Files and Folders with Passwords
Add an extra layer of security to your Google Drive / Dropbox content by requiring a password before access.
orangedox.com/r/project-harbor
Project Harbor — Due Diligence
Data room shared by Richard Kemp · Harbor Partners
Project Harbor · Strictly confidential
01
Confidential Information Memorandum
Prepared for qualified buyers · September 2026
Revenue
$38.4M
EBITDA
$7.9M
Employees
214
Enter the password
Richard Kemp protected this data room with a password.
Incorrect password · 4 attempts left
Unlock
Unlocked
Locks after 5 unsuccessful attempts
Password attempts
Project Harbor
- Elise Dubois unlocked the roomToday at 9:14 AM
- Elise Dubois wrong passwordToday at 9:13 AM
- Marcus Owens unlocked the roomYesterday at 4:31 PM
1 of 5 failed attempts
Password
•••••••••
Docs, Sheets & SlidesPDFsVideo & audioWhole folders
Publish Marketing Material
Publish your Documents for the Web
Orangedox lets you publish your marketing material and capture leads with email gating with your branding.
app.orangedox.com/app/publish
Published Files
Publish documents online to gather leads and track preview & download metrics.
- Active links
- 1233%
Last 7 days•from 9
- Previews
- 3.4K
Total
Published filesAll published files
1514Publish file
Search published files
- Product Overview 2027LEADS
Product Overview 2027.pdf·Created Today at 9:02 AM
101Today at 9:14 AM - Investor One-Pager
Investor One-Pager.pdf·Created Last Tuesday at 5:37 PM
812640Today at 8:19 AM - Pricing SheetLEADS
Pricing Sheet.xlsx·Created Last Sunday at 5:37 PM
EDMOPR96914Today at 7:48 AM - Customer Case Study
Customer Case Study.pdf·Created Last Saturday at 5:37 PM
7730Yesterday at 8:19 PM - Company Deck
Company Deck.pptx·Created 10/02/2026
240180Yesterday at 1:19 PM - Partner Brochure
Partner Brochure.pdf·Created 09/28/2026
153110Last Friday at 3:05 PM
Showing 1 to 6 of 15
123
dana@example.vc
New leadProduct Overview 2027
Read to page 12 of 12
Publish file
Product Overview 2027.pdf
Lead Capture · email required
Publish
orangedox.com/p/product-overview
Team Management
Add your Team
Enable managers to assign permissions, and oversee data rooms to help you stay in control even when you're away from the office.
app.orangedox.com/app/team
Team
Add members of your team so they can manage your existing data rooms.
Team members
8 of 109 of 101 license available
Add member
- EDElise DuboisRequestedManager
elise@harborcapital.com·Added Today at 9:41 AM
- SCSarah ChenOwner
sarah@harborcapital.com·Added 01/14/2026
- THTom HalloranManager
tom@harborcapital.com·Added 02/03/2026
- PRPriya Raman
priya@harborcapital.com·Added 03/22/2026
- MOMarcus Owens
marcus@harborcapital.com·Added 05/09/2026
- JTJames Tan
james@harborcapital.com·Added Last Monday at 2:15 PM
- ASAna Silva
ana@harborcapital.com·Added 06/30/2026
- TBTom Becker
tom.becker@harborcapital.com·Added 08/12/2026
- RKRichard KempRequested
richard@harborcapital.com·Requested Yesterday
Primary license
Applied to all your team members.
Teams License
Renews 01/14/2027
Paid annually
10 User(s)
Seats used9 of 10
Roles
- Owner
Billing, licenses and every data room.
- Manager
Manage all of the team's data rooms.
- Member
Create and share their own rooms.
ED
Elise Dubois accepted your invite
JoinedCan manage 24 data rooms
Out of office
CoveredPR
TH
Tom is managing Priya's 6 rooms while she's away.
6 data roomsBack Oct 20
Google Workspace
Orangedox for Google Workspace
Create data rooms, manage access, and track engagement directly from Google Drive and Gmail.
mail.google.com
Gmail
Search mail
SC1 of 214
Re: Diligence pack
InboxED9:14 AM
Elise Dubois <elise@example.vc>
to me
Hi Sarah,
Is the full diligence pack in the room now? Marcus starts on the financials today.
Thanks, Elise
Orangedox Data Rooms
Series B - Diligence
Data Room
Metrics
Summary Metrics
8 downloads • 9 previews
Viewed by
3 participants
Participants (5)
- Elise Duboiselise@example.vc
- Marcus Owensmarcus@example.com
- Priya Ramanpriya@example.com
- Richard Kemprichard@example.vc
- James Tanjames@example.com
Viewed by · Series B - Diligence
- EDElise Duboiselise@example.vcViewed on 1 deviceViewing now34375%
- MOMarcus Owensmarcus@example.comViewed on 1 deviceToday at 9:02 AM3460%
- PRPriya Ramanpriya@example.comViewed on 1 deviceLast Tuesday at 4:46 PM2125%
Data Room Access Requests
Data Room Access Requests
Share one secure link and let participants request access. Approve or deny in one-click.
app.orangedox.com/app/dataroom
Series B - Diligence
Anyone with the room link can ask for access. You decide who gets in.
- Access requests
- 2433%
Last 30 days • from 18
- Approved
- 19
5 denied or expired
Access requests
1 pending2 pending- OROliver Reid
oliver@example.com
ApprovedApprove - DWDana Whitmore
dana@example.vc
Approve - JTJames Tan
james@example.com
Approved - RKRichard Kemp
richard@example.com
Expired - TBTom Becker
tom@example.com
Rejected
Share link
Accepting requestsAllows for access to be requested.
app.orangedox.com/r/series-b
Allow Access Requests
Email me when someone asks
Participants
13+1 today
OREDSCRKMO+8
Access granted · Oliver can now open Series B - Diligence
Invite emailed just now
New access request
Just now
OR
Oliver Reid
oliver@example.com
“Sarah asked me to review the financial model before Friday.”
Document Signing
Document Signing for Google Drive & Dropbox
Send Google Docs, Sheets, Slides, PDF, Word and PowerPoint files out for signature without leaving your cloud storage. Multiple signers, no uploading, no file conversion.
app.orangedox.com/app/sign
Signing
Send any document out for signing, quickly and easily.
- Active documents
- 929%
Last 7 days•from 7
- Signed documents
- 31%2120
Last 7 days•from 16
Recent activity
View all
OR
Oliver Reid signed Series A Term Sheet.pdf
Today at 12:48 PM
Oliver Reid opened Series A Term Sheet.pdf
Today at 12:41 PM
RK
Richard Kemp signed Master Services Agreement.pdf
Today at 10:02 AM
Signature requestsAll signature requests
11Send for signing
Search documents
- Series A Term Sheet.pdfCompletedPartially Signed
Added Yesterday at 5:36 PM
SMOR291191Today at 12:48 PMNot Completed - Master Services Agreement.pdfCompleted
Added Last Wednesday at 9:10 AM
RKED2142Today at 10:02 AM - Northwind SAFE Agreement.pdfPartially Signed
Added Last Tuesday at 4:20 PM
PRMOSC160Not Completed - Board Consent - Q3.docxNot Signed
Added Last Monday at 11:05 AM
JTAL+1020Not Completed
Series A Term Sheet is fully signed
Signed copyReady to download
Signing progress
2 of 2 signed1 of 2 signed
Series A Term Sheet.pdf
SMSigned
Sara Mendez
sara@example.vc
OR
Oliver Reid
oliver@example.com
Signed
Signing
Data Room Archive
Free Data Room Archive
Cancel your license and keep everything. Your data rooms, shared files, NDA's, signed documents and full activity logs stay archived free for 18 months, ready to switch back on at any time.
app.orangedox.com/app/dataroom
Data Rooms
ArchivedLicence cancelled 08/28/2026. Your rooms are archived, not deleted.
- Archived rooms
- 12
Links off for viewers
- Activity retained
- 4,318
Views, downloads & NDA's
Data rooms
Active10Archived1112
- Series B - Diligence
1,204 log entries kept
ActiveReactivate - Acquisition - Halewood
986 log entries kept
Reactivate - Lender Pack - Q1
742 log entries kept
Reactivate - Board Pack - 2025
1,386 log entries kept
Reactivate - Seed Round - Archive
508 log entries kept
Reactivate
Archive period
of 18 months17months remaining
Nothing deleted before 02/28/2028
Kept with every room
- Files, folders & participants
- 4,318 activity log entries
- 9 NDA's & 17 signed documents
- Your custom branding
Series B - Diligence is live again
Same link, files & 14 participants
Activity log kept
1,204 entries
You reactivated Series B
Just now
ED
Elise Dubois downloaded Cap Table.pdf
08/27/2026 at 4:12 PM
MO
Marcus Owens signed Mutual NDA
08/26/2026 at 9:40 AM