Data Rooms
Rich, secure data rooms & fund profiles.
Store, share and control every fund document, video, webinar recording and more in a feature rich data room for potential investors to view with auditable access, and the engagement signals that tells your team who’s engaging and who's not.

Set up your Fund in minutes with AI-driven Fund Profile creation
Upload your documents and watch the magic happen

Access control
1-click invites for easy sharing
Grant access to chosen prospects with a single click. The data room is instantly permissioned with a personalised invite to the prospective investor.
Per-investment and per-investor entitlements
Full access audit log
One-click invitation
Fundraising rooms
Share the Data Room, see the interest.
Spin up a data room for a live raise with the PPM, subscription pack and supporting materials - and the opens and time-on-document feed straight into prospect engagement scoring, so BD knows exactly who’s serious.
PPM, subscription and diligence materials
Per-prospect access tracking and reporting
Open and engagement analytics feed scoring



“The platform gave us an easy solution to keep all our investor documents and communications in one place. The simplicity of needing only one platform allows us to focus on other areas of our business.”
John Patriarca
Director, Elite Franchise Capital




