---
title: BleedIO DataRoom — Admin
description: Admin panel for BleedIO DataRoom access management.
---

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Verifying access...

# DataRoom Admin

Manage investor access requests — grouped by domain

Sort Default (bleedio, domain) Company Most recent request

▲ asc

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▶ Operator Guide

#### Actions

**Approve** — grants immediate access. Investor receives an email with a personal Data Room link. Available for pending, denied, or revoked entries.

**Revoke** — removes access for an approved investor. They will see the request form on next visit.

**Deny** — rejects a pending request. No email is sent to the investor.

**×** — permanently deletes the entry from the database. Use for test data or duplicates.

#### Source / Referral Tracking

The **Source** column shows how the investor found the Data Room:

DEALUM LINKEDIN — platform tags. Use links like `dataroom.bleedio.com?ref_by=dealum`

🔗 stan — personal referral from another investor. They generated a referral link from the Documents page.

You can create any tag: `?ref_by=pitchbook`, `?ref_by=yc-demo-day`, `?ref_by=cold-email-q1`, `?ref_by=deck`

💡 Add `https://dataroom.bleedio.com?ref_by=deck` as a link inside the pitch deck PDF — visitors who click through from the deck will be tracked as source=deck.

#### Access Flow

**New investor:** submits form → Slack #dataroom notification with Approve/Deny buttons → Talker AI triages (auto-approves if ≥85% investor probability) → approval email with personal link.

**Returning investor:** clicks “I am registered, let me in” → enters email → receives 6-digit code → enters code → access granted.

**Already approved:** re-submitting the form gives immediate access (no waiting).

#### Other Channels

**Slack:** `/approve email@fund.com` `/revoke email@fund.com` `/pending` in any Slack channel where Talker is present.

**Portal:** [bleedio-portal/dataroom](http://bleedio-portal.pi1.home.arpa/dataroom) — same approve/revoke/deny actions from the operator portal (internal network).

**Fundraising Pipeline:** [HubSpot Fundraising Pipeline](https://app.hubspot.com/deals/46852847/board?pipelineId=default) — each access request creates a deal at the **DataRoom** stage automatically.

**API:** `POST /api/dataroom/approve` `POST /api/dataroom/revoke` `POST /api/dataroom/delete`

#### Domain Approval

Approving a private domain (e.g. `keiretsu.com`) auto-approves all future emails on that domain. Public email providers (gmail, yahoo, outlook) cannot be domain-approved — each address needs individual approval.

The `bleedio.com` domain is always approved.

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Confidential — Authorized investors only · v2.0-73bfa49-2026-10-27

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