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Professional Investor Data Room — Launch in 30 Minutes
Share financial documents, cap tables, and investor updates professionally. Track who views what, control access, and impress investors with enterprise-grade security.
Launch in 30 minutes
Choose a template, connect your tools, and go live in under 30 minutes
Secure + SOC2 compliant
Enterprise-grade security with SOC2 Type II certification and bank-level encryption
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
Built for Every Stakeholder Relationship
One platform powering 12 portal types across every industry
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.
Enterprise Security
SOC 2 compliant, encrypted data, secure authentication, and audit logs. Bank-level security for sensitive financial data. 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