How to Use the NOAN Advisor Portal as a Next-Gen Data Room

In today’s fast-paced business environment, sharing sensitive documents and business insights with advisors, investors, or partners requires more than just a secure folder. The NOAN Advisor Portal reimagines the traditional data room, offering dynamic, AI-powered collaboration and granular control over your business knowledge. Here’s how you can leverage NOAN as your next-generation data room.

What Makes NOAN Different?

Unlike static data rooms, NOAN’s Advisor Portal combines document sharing with real-time business intelligence, AI-powered Q&A, and customizable access. This means your stakeholders don’t just see files—they interact with your business knowledge, ask questions, and even collaborate on strategy, all within a secure environment.

Step-by-Step: Setting Up Your NOAN Data Room

1. Enable the Advisor Portal

• Go to your project’s Settings in NOAN.
• Find the Advisor Portal section and toggle it on.

2. Invite Advisors or Investors

• Enter the email addresses of your advisors or investors.
• They’ll receive a secure invite to access your data room.

3. Curate and Share Key Documents

• Use the Advisor Portal widget in the Activity section to upload or link essential documents:
  • Pitch decks
  • Financial statements
  • Cap tables
  • Legal agreements
• Documents are shared as read-only links, ensuring data integrity.

4. Control Access with Granular Permissions

• Decide exactly what each advisor can see or do:
  • Share specific knowledge blocks (Smart Blocks) for context.
  • Allow or restrict editing, document creation, or analytics access.
  • Toggle features like shared tasks, sector news, and the Dashboard Assistant.

5. Enable Real-Time Q&A with Dashboard Assistant

• Advisors can use the AI-powered Dashboard Assistant to ask questions about your business.
• The assistant draws from your live business facts, providing instant, accurate answers—no more endless email threads.

6. Monitor Activity and Collaboration

• Track which documents and knowledge blocks are shared.
• See when advisors access or interact with your data room.
• Collaborate on strategy or content in real time, with full control over what’s editable.

Key Benefits of NOAN as a Data Room

• Dynamic Knowledge Sharing: Go beyond static files—share live business facts, analytics, and strategy.
• AI-Powered Insights: Advisors can query your business data directly, reducing friction and speeding up due diligence.
• Granular Security: You decide what’s visible, editable, or restricted for each advisor.
• Seamless Collaboration: Enable document co-creation, shared tasks, and real-time updates.
• Centralized Control: Manage all permissions and activity from a single dashboard.

Use Cases

• Investor Due Diligence: Give potential investors a secure, interactive window into your business, with up-to-date documents and live Q&A.
• Board and Advisor Collaboration: Share sensitive materials and collaborate on strategy without endless email chains.
• Partnerships and M&A: Provide partners or acquirers with a transparent, controlled environment for reviewing your business.

Getting Started

Every NOAN subscription includes a free advisor seat. Activate your Advisor Portal, invite your stakeholders, and experience a smarter, more interactive data room—one that’s built for the future of business collaboration.

NOAN Advisor Portal: Where your data room meets next-generation business intelligence.

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