# Clarity VDR investor-experience checklist

Use this sanitized checklist before inviting an investor group. It does not connect to a live room.

## Invitation

- Identify the Deal Team and transaction purpose plainly.
- Confirm the invitation reaches the intended individual account.
- State who can answer access and diligence questions.
- Avoid urgency, scarcity, or language that pressures an investment decision.

## First entry

- Show only materials released to the investor's assigned group.
- Explain view, download-request, watermark, and session expectations.
- Give a clear next step when profile, terms, email, or MFA verification is incomplete.
- Never expose another investor's identity, activity, questions, or access posture.

## Review

- Prioritize current materials and distinguish superseded versions.
- Keep Q&A tied to the relevant room or document context.
- Make the Deal Team support contact easy to find.
- Explain blocked or unavailable actions without implying a system failure.

## Closeout

- Communicate material access changes through the Deal Team.
- End access when the review purpose ends.
- Preserve the attributable room record required by the Deal Team's policy.