dealroom/MISHA_REQUESTS_2026_02_24.md

Misha's Feature Requests — 2026-02-24

1. Dashboard

a. Overview Buckets (top)

• Keep: Active Rooms
• Replace other buckets with:
  • Prospect
  • Internal
  • Initial Marketing
  • IOI
  • LOI

2. Creating a New Room (modal/popup)

a. Industry Selection

• Pre-populated list of standard industries (user can scroll or type to filter)
• Ability to add custom/internal-to-firm industries as a new category in the dropdown

b. Stage Categories

• Prospect
• Internal
• Initial Marketing
• IOI
• LOI
• Closed

c. Folder Structure

• Remove from this popup — set up after initial dataroom is created

d. Internal Deal Team (was "Initial Team")

• Rename field to "Internal Deal Team"
• Email tag input: user types email → becomes a tag/chip object → can type next email
• Auto-suggest contacts from the firm as user types (match against existing firm users)
• Click suggestion to add without typing full email

e. Replace "Create Dataroom" button with "Add Users" button

• This button advances to the next screen (user permissions setup)

Add Users Screen:

1. Create groups with roles:

   • Administrator — same permissions as creator
   • Contributor — can upload documents
   • Viewer (no downloads) — can only view with watermark, cannot download
   • Viewer (downloads w/ watermark) — can view and download with watermark
   • Viewer (downloads no watermark) — full view and download, no restrictions

2. Folder/document visibility per group:

   • Checkbox tree next to each folder/document
   • Creator selects which folders/docs each group can see

f. After "Add Users" → "Folder Structure" button (bottom right has Back + Folder Structure)

Folder Structure Screen — Two Paths:

Path 1: Upload Request List (Excel)

• User uploads an Excel file
• System auto-generates folder structure from it
• User can edit the generated structure before finalizing
• System helps user fix/re-map if Excel format is not recognized correctly

Path 2: Build Own Folder Structure

• User manually creates folders
• Once built, user can save the structure under a name for reuse in future datarooms
• All folder structures are editable after dataroom creation (in the dataroom view)

3. Deal Rooms — Within Each Deal

a. Document Side

1. Edit deal info — ability to modify the deal info that was entered during creation

2. Drag-to-reorder folders — grab and drag to change priority order; also right-click → move up/move down

3. Context-aware folder pre-selection on upload:

   • If user clicked into a folder and then clicks "Upload Document", the folder selector should pre-select that folder
   • User can still change it manually

4. Drag-and-drop file upload:

   • Upload modal should support drag-and-drop in addition to file picker
   • Clicking into a folder: if user has upload permission, they can drag-and-drop files directly into the folder view (no need to click "Upload Document" button)

b. Request List Side

1. Upload a request/diligence list:

   • User gets choice: convert folder structure to match the request list, OR keep original folder structure
   • Show a preview of what the new folder structure would look like before user decides

2. Auto-assign existing files to requests:

   • If files already exist in the dataroom when a request list is uploaded, offer to auto-assign existing files to matching request line items
   • User reviews and corrects assignments before confirming

3. Request list targeting:

   • When uploading, user selects: all groups OR a specific group
   • Support multiple request list uploads:
     • Options: replace existing list, add to existing list, or create a group-specific list
     • One main request list for all groups + separate group-specific lists can coexist