The investor data room for startups raising capital.
Put your deck, financials, cap table, and legal documents in one branded room. Share a link, see exactly who read what, and revoke access the moment a conversation ends.
No credit card. 14-day trial on every paid plan.
What is an investor data room?
An investor data room is a secure, permissioned place online where a startup keeps everything an investor needs to complete diligence. Instead of emailing a deck and then a model and then a cap table — each one a copy you can never take back — you share one link into a structured room.
The point isn’t storage. It’s control and signal: every viewer identifies themselves, every page open is timed, every page is watermarked, and access can be revoked instantly. That turns a fundraise from a black box into a pipeline you can actually read.
What to put in one.
A seed-stage room is usually 10–25 documents. Number the folders so they sort the way an associate reads them.
01 Company
- Pitch deck
- Executive summary
- Founder bios
- Product demo
02 Financials
- Historic P&L
- Financial model
- Burn & runway
- Use of funds
03 Metrics
- KPI sheet
- Cohort retention
- Pipeline
- Customer references
04 Cap table
- Fully diluted cap table
- SAFEs & notes
- Option pool
05 Legal
- Incorporation docs
- IP assignments
- Customer contract
- Board consents
Full checklist: what to include in an investor data room.
Why SendRoom, not a drive folder or a legacy VDR.
Versus a shared drive
A drive link has no viewer identity, no dwell-time analytics, no watermark, and no reliable revoke. You find out a deck leaked only when someone forwards it back to you.
Versus an enterprise VDR
M&A data rooms price per page or per GB and ship Q&A workflows, bidder groups, and redaction tooling you will never use for a seed round.
What SendRoom does
A branded room with your logo and cover, per-recipient links, per-page dwell time, dynamic watermarking, NDA gating, passcodes, expiry, and instant revoke — priced per plan, never per viewer.
Investor data room FAQ.
- What is an investor data room?
- An investor data room is a secure, permissioned online space where a startup keeps everything an investor needs for diligence — pitch deck, financials, metrics, cap table, and legal documents — shared through trackable links instead of email attachments.
- What should a startup put in a data room?
- At seed stage: pitch deck and executive summary, historic P&L and financial model, a KPI and cohort sheet, a fully diluted cap table with SAFEs, incorporation documents, IP assignments, and your standard customer contract. Usually 10 to 25 documents in total.
- Is a data room different from a shared drive folder?
- Yes. A shared folder gives you a link with no identity, no analytics, no watermark, and no way to revoke access reliably. A data room identifies each viewer, logs which documents they opened and for how long, watermarks pages with their email, and lets you turn access off instantly.
- When should I create an investor data room?
- Before your first partner meeting. Build a light version for first calls — deck, summary, high-level metrics — and keep the deeper diligence folder behind an NDA gate until a term sheet conversation starts.
- How much does an investor data room cost?
- A seed-stage raise should cost $100–$250 in total. SendRoom Founder is $99/year, Founder Plus is $190/year with dynamic watermarking and NDA gating, and there is a free tier plus a 14-day trial on paid plans.
- Do investors need an account to open the room?
- No. Investors open your link, identify themselves with name and email, and land directly in the watermarked in-browser viewer. Only founders need a SendRoom account.
Set up your data room before the next partner meeting.
Ten minutes to upload. 14 days free.
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