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Investor Data Room Software — Launch in 30 Minutes
Investor data room software for secure document sharing during fundraising and due diligence. Track who views what, control access with granular permissions, and impress investors with enterprise-grade security.
Launch in 30 minutes
Choose a template, connect your tools, and go live in under 30 minutes
Security-first architecture
Encryption at rest and in transit, granular permissions, and 2FA. Built for SOC 2 audit readiness.
White-label + branded
Your logo, your colors, your domain. Portals look like your own custom platform
Centralized insights & file sharing
All documents, reporting, dashboards, and collaboration in one secure place
Enterprise roles & permissions
Granular access controls, user management, and audit trails for compliance
Who It's For
Perfect for companies at every stage of fundraising
SaaS Companies
Share MRR, churn, and growth metrics with investors
Marketplaces
Showcase GMV, take rates, and network effects
DTC Brands
Present customer LTV, CAC, and unit economics
Private Equity
Manage portfolio company investor relations
Venture Capital
Fund-level data rooms for LPs and investors
Included Features
Everything you need for professional investor relations
Organized Document Library
Structured folders for financials, legal documents, cap table, board materials, and more. Easy navigation for investors.
Access Analytics
See who viewed which documents and when. Understand investor engagement and follow up strategically.
Granular Permissions
Control who sees what. Different access levels for prospects vs committed investors. Watermarking and download controls.
Version Control
Update documents without breaking links. Investors always see the latest version. Full revision history tracked.
Q&A Management
Investors can ask questions directly in the portal. Track all questions and responses in one organized place.
Security-First Architecture
AES-256 encryption, secure authentication, and audit logs — designed for the sensitive financial data a data room holds, with a roadmap toward SOC 2 Type II. Learn more about our security
Data Room Checklists
Essential documents to include in your investor data room
Financial Documents
- P&L statements (3 years)
- Balance sheets
- Cash flow statements
- Financial projections
- Cap table
Legal & Corporate
- Articles of incorporation
- Bylaws and operating agreements
- Customer contracts
- IP documentation
- Board meeting minutes
Perfect for Every Fundraising Stage
Active Fundraising
- Share pitch deck, financials, and traction data
- Track which investors are most engaged
- Manage due diligence requests efficiently
- Professional impression that builds trust
Ongoing Investor Relations
- Monthly investor updates and metrics
- Quarterly financial statements and reports
- Updated cap table and ownership records
- Historical documents and company records
Frequently Asked Questions
Everything you need to know about Investor Data Room
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View ProductLaunch Your Investor Data Room Today
Set up a professional investor data room in 30 minutes. Impress investors and close deals faster.
Join the waitlist • early access • Setup in minutes