Internal notes
You can leave private notes on files in a company's data room — visible only to your investment team. This is useful for capturing observations, questions, and follow-ups alongside the underlying document, without leaving the app.
Adding a note
- Click the dropdown “Preview” or “Add notes/Notes” option on any file in a company's data room.
- The file content and your team's notes will appear side-by-side.
- Type your note into the input field and post it to share with other users in your Verified Metrics organization
Files that already have notes are marked with an indicator in the file table, so you can quickly spot where your team has weighed in.
Who can see your notes
Notes are visible only to users in your investor organization. The company you are evaluating/conducting due diligence on cannot see them.
Editing and deleting
- You can edit your own notes — they will be marked as edited.
- You can delete your own notes.
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