Investor Features
Automatically updated Deal Rooms and secure data exchange
A secure Deal Room is automatically created for each deal. Fine-tuned access-controls allow you to permission the deal room at the individual level. Secure document management and message boards enable interested investors and authorized Deal Room Guests, to collaborate during due diligence and deal term negotiations.
Collaborate in secure private Deal Rooms
A unique Deal Room with a unique access control list forms the basis for collaboration.
Poll your group to gather their interest in a deal
You can securely poll your investors as to their interest level in a particular deal.
Use the Ratings & Review feature to quantify interest
For more formal feedback, your investment committee can evaluate deals on specific customizable attributes.
Track investor messages and notes using the Message feature
Capture all feedback and communication between investors and entrepreneurs and easily share it with all interested investors.
Manage confidential documents using the Documents feature
All documents submitted by entrepreneurs as well as by investors are stored in a secure document repository only visible by investors with access to the deal room.
