Founders
A proper data room for your raise, not a shared drive folder.
Investors expect a data room. You would rather not spend a hire’s salary on one. Set it up in an afternoon, invite each fund on its own and see which partners actually opened the deck.
- Small room, $250 a month
- Unlimited guests
- 14 day free trial, no card
How it runs
A raise, from first invite to close.
You can run this without a deal team. Setup is self serve and takes minutes, with no onboarding call.
- 01
Set up the room
Create the room, add your folders and set the room rules before anyone sees a thing.
- 02
Invite each fund on its own
Invite by email. Investors do not need an account first. Their pending seat picks up its permissions as soon as they register.
- 03
Check before you send
Use View As to see the room exactly as one investor will.
- 04
See who is engaged
Reading time counts only while the tab is visible. A partner who read the model stands out from one who opened it and wandered off.
- 05
Keep questions in one place
Investors can comment on a document or ask through Q&A. Answers stay in the room where everyone can find them.
- 06
Close it when the round closes
After the three month minimum the room runs month to month. Cancel when you are done. A deleted room can be restored.
What you will use most
Enough control for a Series A, none of the fuss.
The reader’s name on every page
Watermarks show the reader’s name, email, address and time. The mark stays visible when the page is zoomed.
Download and print off
Switch them off for the whole room with one setting. No individual permission can turn them back on.
Nothing for investors to install
Word, Excel, PowerPoint and image files open in the browser.
Search with OCR
Scanned PDFs are indexed after OCR. File names are searchable straight away.
E signature in the room
Send one document to several signers. The signed copy comes back as a new version.
Room two factor
Require a one time code by email to enter the room. It applies to everyone, you included.
Typical fit: Small room, $250 a month
20 GB of storage and 5 internal users, with unlimited guests. Every feature is included.
Questions founders ask
Do investors need an account before I invite them?
No. Invite them by email. Their pending seat keeps the permissions you set until they register.
How long do I have to pay for?
Three months minimum, then month to month. When you cancel, the room moves to a deleted list you can restore from, and its audit log is kept.
Can I try it first?
Yes. The trial is 14 days free with up to 3 data rooms and every feature. No card needed. It converts to a paid plan without setting anything up again.
Other use cases
See all use cases →Fund raises and portfolio sales
LP data rooms and sell-side processes without a per-deal software negotiation.
AdvisorsBoutique M&A and investment banks
Run six bidders at once and see who read the model before the second round.
Law firmsTransaction and disclosure work
Watermark documents, allowlist the client’s office, and keep the audit trail.
Get the room ready before the first meeting.
14 days free with up to 3 data rooms and every feature. No card needed.