Data room
Categories and default circles
File by business function in a category without children or X. A parent without children is a filing destination. A parent grant includes current and future children. Company fields are the company profile keys, metric keys and record categories the company page shows to readers of that category, activity, the company's attendance and work with names masked, and ownership, the equity ledger summed by kind of holder; a field no category names is shown only to readers of X.
| Code | Category | Parent | Scope | Company fields |
|---|---|---|---|---|
C | Corporate | — | Legal entity, ownership and corporate decisions. | |
CR | Registration | C | Formation, articles, registrations and legal entity records. | jurisdiction, legalAttributes, fiscalYearEnd, address |
CO | Ownership | C | Shareholder registers, capitalization tables and ownership records. | capital, ownership |
CG | Governance | C | Board and shareholder decisions, minutes and delegated authorities. | |
H | Human resources | — | Employment, organization and employee records. | |
HO | Organization | H | Organization charts, job descriptions and aggregate workforce information. | employeeCount, employees |
HP | Employment policies | H | Employment rules, benefits policies and employee handbooks. | |
HE | Employment records | H | Individual employment agreements, onboarding, leave and departure records. Payroll payments belong to FP. | |
HR | Recruiting | H | Job postings, applications and hiring records. | |
HA | Appraisals | H | Individual performance, disciplinary and development records. | |
F | Finance | — | Financial position, accounting, tax and payments. | |
FS | Financial statements | F | Financial statements, financial audit reports and consolidated results. Supporting accounting evidence belongs to FA. | annualRevenue, operatingProfit, netIncome |
FB | Budgets | F | Budgets, financial forecasts and financial models. | |
FT | Tax | F | Tax returns, assessments and tax authority correspondence. Employee withholding belongs to FP. | |
FC | Cash and banking | F | Bank statements, payments, treasury and account documentation. Excludes credentials and financing agreements, which belong to RA. | bankAccount |
FA | Accounting evidence | F | Ledgers, invoices, receipts and accounting evidence. Underlying contracts follow the relationship. | |
FP | Payroll | F | Payroll registers, payslips, payroll calculations and employee tax withholding. Employment terms belong to HE. | |
S | Sales and marketing | — | Customers, commercial partnerships and market-facing work. | |
SS | Sales materials | S | Proposals, quotes, sales materials and commercial analysis. Fundraising presentations belong to RP. | |
SM | Marketing | S | Brand assets, campaigns, advertising and market research, including images and video. | |
SC | Customer records | S | Customer agreements, orders, correspondence and service records. Invoice originals belong to FA. | |
SP | Commercial partners | S | Distribution, referral and commercial partnership records. Procurement belongs to OS. | |
P | Products and services | — | What the company delivers to customers. | |
PO | Product overview | P | Product and service descriptions, catalogs and user-facing manuals. Persuasive sales materials belong to SS. | mau |
PD | Development | P | Specifications, designs, architecture, roadmaps and development records. | |
PQ | Quality | P | Testing, quality control, defects and acceptance records. Formal certifications belong to LC. | |
O | Operations | — | Operating the company, facilities, procurement and internal systems. | |
OP | Operating procedures | O | Internal operating procedures and continuity plans. Employment rules belong to HP and security policies to LS. | |
OA | Assets and facilities | O | Asset registers, premises, leases, equipment and maintenance records. | |
OS | Suppliers | O | Procurement, supplier agreements, correspondence and supply-chain records. | |
OI | Internal IT | O | Internal IT administration, software subscriptions and routine incidents. Security incidents belong to LS. Never store credentials. | |
I | Intellectual property | — | Ownership, registration and licensing of intellectual property. | |
IR | IP rights | I | Patents, trademarks, copyright ownership and intellectual property registrations. | ip |
IL | IP licenses | I | Grants, assignments and acquisition of IP rights. Routine software subscriptions belong to OI. | |
L | Legal and compliance | — | Legal obligations, regulation and risk. | |
LC | Regulatory compliance | L | Permits, certifications, regulatory filings and compliance assessments. | certification |
LS | Security and privacy | L | Security and privacy policies, assessments and incidents. | |
LD | Disputes | L | Claims, litigation, legal opinions and dispute records. | |
LI | Insurance | L | Insurance policies, coverage and claims. | |
R | Raising capital | — | Raising equity or debt and communicating with capital providers. | |
RP | Financing presentations | R | Fundraising decks and investment or financing narratives. Source financial statements remain in FS. | funding, grant |
RA | Financing agreements | R | Equity and debt agreements, term sheets and financing negotiations. Resulting ownership registers belong to CO and resolutions to CG. | |
RR | Investor reporting | R | Investor and lender updates and correspondence outside agreement negotiations. | |
G | General company records | — | Company-wide records outside a specific business function; not miscellaneous storage. | |
GP | Company profile | G | Company introductions, history, mission and general company plans. Financing presentations belong to RP. | name, brandName, slogan, description, foundedDate, representative, representativeTitle, officeAddress, website, email, phone, fax, history, product, award, reference, activity |
GC | Company communications | G | General company announcements and communication records. | |
GE | Company events | G | Company events and culture records, including event photos and recordings. | |
X | Inbox | — | Unclassified or ambiguous documents. Choose X when context does not identify a destination. Do not invent missing facts. |
Default circles
Each circle names an array of category codes. Belonging to several circles combines them. Add circles or edit these defaults.
| Circle | Name | readableCategories |
|---|---|---|
member | Member | [HO, HP, PO, GP, GC, GE] |
leadership | Leadership | [C, H, F, S, P, O, I, L, R, G, X] |
finance | Finance | [CR, F, SC, SP, OA, OS, LI, RA, RR] |
human-resources | HR | [CR, H, FP, GP, GC, GE] |
investor | Investor | [CR, CO, FS, FB, PO, RP, RR, GP] |
accountant | Accountant | [CR, F, SC, SP, OA, OS, LI, RA] |
legal | Legal adviser | [C, HP, HE, SC, SP, OA, OS, I, L, RA] |
lender | Lender | [CR, CO, FS, FB, FT, FC, RA, RR, GP] |