Linchpin
RC
New Deal · Setup·Step 2 of 5

Create new deal

  1. Deal info
    Project Atlas
  2. 2
    Connect VDR
    Provider & folder
  3. 3
    DD tracker
    Master columns
  4. 4
    Invite team
    Email or link
  5. 5
    Review
    Confirm setup

Connect your VDR

Pick where the deal's data room lives. Linchpin reads files and grounds every classification in source.

OneDrive
Most common
SharePoint
Microsoft 365
External provider
Datasite, Intralinks or DFIN
ConnectionAuthenticated as ryan@linchpin.so
/Linchpin/TMT/Deals/Project Atlas/VDRSelected
1,340 files detected · ~520 MB · last modified 14 minutes ago
Indexing starts after setup completes — runs in the background while you keep working.
Read-only access · MNPI compliant
Linchpin never writes to the VDR or shares contents externally. Files are indexed in your tenant's region.