A fundraising data room lets you share pitch materials, financial information and legal documents with prospective investors in a secure, organised space.

Fundraising materials are commercially sensitive, yet they need to reach many potential investors. Once a document has been emailed, there's no control over where it goes next, and no way to know which investors have actually engaged with it.

Set permissions so each investor sees only the folders relevant to them, for example keeping detailed financials for investors at a later stage of the process.

Watermarks show each viewer's details on the documents they open, and you can turn off downloads or browser printing where needed.

Activity tracking shows which investors have viewed or downloaded the materials, helping you prioritise follow-up.

Upload a new version of a document and investors see the latest one, while the version history keeps a record of earlier versions.

A start-up's lawyers can share pitch materials, the capitalisation table and key contracts with prospective investors during a funding round.

Each limited partner can see only their own documents, while the general partner's counsel keeps full oversight, without setting up a separate data room for each investor.

Portfolio company information can be shared with co-investors and lenders, with access set separately for each.

Explore the Data rooms collection on the knowledge base to create your first data room.

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