# Data Room Permissions Planner

Fictional example, not actual customer or transaction data.

| Folder | Audience | View | Download | Edit | Approver | Review point |
| --- | --- | --- | --- | --- | --- | --- |
| Pitch materials | Initial investor | Yes | Approved case by case | No | Fundraising lead | After meeting |
| Financial evidence | Approved financial adviser | Yes | When needed for review | No | Finance lead | Workstream completion |
| Legal records | Approved legal reviewer | Yes | As approved | No | Legal lead | Disclosure change |
| Internal preparation | Internal owners only | Yes | Internal policy | Named owners | Room owner | Before external invitation |