ACArcadia Group
Investor materialsQ3 reporting · Confidential
Current company reporting.
Quarterly reports, financials, governance and board-approved material in one standing room.
Investor relations data room
Give investors one current destination they can return to.
Give investors and LPs a branded room for reports, financials and board material that remains current quarter after quarter.
No credit card. The Data Room stays free.
A relationship that does not end
Each update brings investors back to the same current room.
An email carries the message of the quarter. The room carries the durable record behind it: current reports, financials, board materials, notices and governance in one place the recipient can return to.
One standing index
Built for the way an investor checks in.
Put the newest reporting first, then keep the deeper financial, board and governance record where it remains easy to find across periods.
01
Periodic reports
Latest first
02
Financials
Current + history
03
Board materials
Restricted
04
Notices + governance
Durable record
Investor relations room · Owner view
One stable destination
Distinct roles, one source
Give investors, advisors and auditors the view each group needs.
Name the groups for your own process, set which sections each group can open and keep exceptions attached to the actual recipient.
Investor / LP
Reports, financials and cleared board material
Advisor
Sections tied to the engagement
Auditor
Financial and governance scope required
Room access · Effective view
Groups + recipient exceptions
Update the room, not the recipient list
The saved link keeps leading to the current record.
Add a new period, replace a corrected report or extend the history in place. Access rules and recipient links remain attached to the room rather than every individual send.
What the investor opens
The company identity, with the structure already familiar.
The branded room stays consistent on desktop and mobile. Returning recipients know where the newest financials and reports sit before reading the update itself.
Investor view · Branded room
Current quarter · Stable structure
AppearanceLive preview
Recipient viewInvestor relations room
Operator · Investor update
Recipient-specific draft · Founder reviewed
RoundOS
RB
Riley BrooksExisting investor · Gmail reply
Q3 update: growth, margin and the current plan
Riley — our Q3 report is now live. ARR grew 12%, gross margin reached 71%, and the current plan keeps 19 months of runway.
The standing investor room contains the approved report, current financials and supporting board material.
Specific askWould you be open to a 20-minute check-in next week to discuss the margin improvement?
The message around the room
Turn current company state into a specific investor update.
Operator can assemble the evidence, shape a recipient-aware draft and keep the ask attached. The founder reviews the message; the room remains the source behind it.
A signal behind the return
See who came back after the original send.
Named sessions distinguish the investor who revisits the financials before a board call from the recipient who has not returned since the last update.
Recurring engagement
Read the relationship across every visit: a quarterly return and every session between updates.
Keep viewers, sessions, materials and page attention separate. That makes a quarterly return visible as part of the same long-running investor relationship.
IR analytics · Named recipient
Visits across periods
IR analytics · Q3 financial report
Riley Brooks · Existing investor
Session 05 / 06 · 9m 14s
P 01
0:22
P 02
0:51
P 03
0:04
P 04
4:07
P 05
1:48
P 06
skipped
P 07
1:09
→
Page 04 is the margin bridge. Riley spent 4:07 there and returned before the quarterly check-in.
Questions
Investor relations rooms, answered.
01 Can the same room link stay active every quarter?
Yes. Add new reporting periods and replace corrected materials inside the same room, so each recipient's existing link continues to the current record.
02 Can advisors and auditors see only their scope?
Yes. Room-local groups and individual exceptions expose the sections each recipient needs without duplicating the room.
03 Do investors need a RoundOS account?
No. They enter through their link and complete only the verification, NDA or other gate configured for that access path.
04 Can we see who reads the updates?
Named links and sessions show who entered, what they reviewed and when they returned. Page detail is available for page-rendered materials.
05 What happens to prior periods?
Keep them in dated sections of the same room, so investors and auditors can review history without a separate archive link.
One destination
The investor room can be live before the next update is due.
Give the relationship one current place to return to.
No credit card. Live in minutes.