Know exactly what your investors read.
Product
Two sides of one room.
Founders run the room. Investors get a portal that answers their questions. Both see the same documents, filtered by permission.
For founders
Run the raise from one place
Upload what you already have
PDF, DOCX, XLSX and markdown go in as they are. No reformatting, no export step.
Share DocSend-style links
Gate each link by email, set an expiry, allow or block downloads, and revoke it the moment you change your mind.
See who read what
Opens, time spent per document and downloads, broken out by investor.
Read what investors asked the AI
Every question an investor asks is logged to their record. You learn what they care about before the call.
Curate the shared FAQ
Promote a good answer into the Q&A pool once, and every investor in the room sees it.
For investors
Diligence without the back-and-forth
A branded portal, not a folder
Documents, company updates and models in one place, under the company's name.
Ask the documents directly
AI answers come with citations to the exact document, and only draw on what that investor is permitted to see.
A Q&A pool the founder curates
Common questions are answered once and shared with everyone who has access.
Company updates
Progress lands in the portal alongside the documents it refers to.
Models
Financial models sit beside the deck and the updates they support.
Share links
Links that behave the way you set them.
Each share link carries its own rules: who can open it, until when, and whether the file can be downloaded. Revoke it whenever you need to.
Share link
ai-dataroom.com/v/series-a-deck
Require email
Viewer enters an address before opening
Expires
Link stops resolving after this date
- 2026-11-14
Allow downloads
Off means view-only in the browser
Status
Active · 3 viewers
- Revoke
Email gating
Viewers identify themselves before the first page loads, so every open has a name on it.
Expiry
Set a date. After it passes, the link stops resolving.
Download control
Decide per link whether the file can leave the room or is view-only.
Revocation
Pull a link at any time. Access ends immediately, and the log keeps what happened before.
Analytics
Every view, logged. Every question, kept.
You see which documents each investor opened, how long they spent on each one, what they downloaded, and the exact questions they asked the AI.
Documents · last 30 days
per document
Pitch deck.pdf
41m read
- 9
- opens
- 2
- downloads
- 3
- AI questions
Financial model.xlsx
58m read
- 6
- opens
- 1
- downloads
- 5
- AI questions
Q3 investor update.md
12m read
- 5
- opens
- 0
- downloads
- 1
- AI questions
Cap table.xlsx
9m read
- 3
- opens
- 0
- downloads
- 2
- AI questions
Customer contracts.docx
17m read
- 2
- opens
- 1
- downloads
- 0
- AI questions
What investors asked
logged per investor
“How has gross margin moved since Q1?”
a.rivera@example.com
“What is the current runway at this burn?”
m.chen@example.com
“Which contracts renew in the next two quarters?”
j.okafor@example.com
Questions are tied to the investor record, so you walk into the next call knowing what they were trying to work out.
AI Q&A
Answers with receipts.
Investors ask in plain language. The answer comes back grounded in your documents, with citations, and you see the question in the log.
Ask the room
a.rivera@example.com
How has gross margin moved since Q1?
Gross margin rose from 61% in Q1 to 68% in Q3. The model attributes most of the change to hosting costs falling as a share of revenue; the Q3 update notes a renegotiated infrastructure contract.
Founder view
Promote to shared FAQPermission-filtered
The AI only reads documents the asking investor is allowed to open. A question cannot reach past the investor's own permissions.
Cited, every time
Each answer names the document it came from, so an investor can open the source and check.
Curated into a shared FAQ
When a question is worth answering once, you promote it to the Q&A pool and every investor in the room sees it.
Security
Built so the audit trail is the product.
The same mechanisms that keep one company's room sealed from another are what make the analytics trustworthy.
- rls · per company
Row-level security per company
Every table enforces company isolation in the database itself. An investor's query cannot return another company's rows, whatever the application code does.
- sha256 · single use
Hashed, single-use invite tokens
Invite tokens are stored as hashes, work exactly once, and expire. A leaked database row is not a working invite.
- append only
Append-only audit log
Events can be added, never edited or deleted. The history of the room is the history that happened.
- view · logged
Every view logged
Each document open is recorded against the investor who opened it, in the same log you read your analytics from.
How it works
Live before your next investor call.
01
Upload
Drop in the deck, the model, the contracts and your updates. PDF, DOCX, XLSX and markdown are all read as they are.
02
Invite or share
Invite investors to the branded portal, or send a gated link with its own expiry and download rule.
03
Watch and answer
Opens, time per document, downloads and AI questions arrive in the log. Promote the best answers to the shared FAQ.
14-day free trial
Open your room before the next investor call.
Upload today, share a gated link this afternoon, and read the first log entries tonight.