A startup's separate diligence materials gathered into one clear investor route
Startup data room

Look diligence-ready in an afternoon.

Build the room from the structure investors expect, then send a named link and see who is working through it.

No credit card. The Data Room stays free.
One investor-ready index

A room a partner already knows how to read.

The story opens with the deck and model, then moves into company, product and diligence evidence. The order is clear before the first investor has to ask where anything lives.

01

Deck and KPI or model open the review

02

Cap table, product and team stay distinct

03

Legal and customer evidence can stay gated

Startup room · Founder view Structured and ready to fill
Room structure Share
DocumentStatus
01Series A deckReady
02Financial model v4Ready
03Cap table summaryMissing
04Metrics workspaceReady
Live room · access controlled
The folder problem

RoundOS gives early-stage teams the deal operations investors expect.

A deck, model, cap table, product proof and customer evidence arrive in the same week. Generic storage keeps the files, but not the structure, recipient context or proof of how the review is moving.

Room access · Group matrix One room · Different effective views
Acme startup room · AccessSaved
Same room · different views

Lead investor permissions

Rules apply to every recipient
in this group

Company + round8 documents
Open
Downloads on
No expiry
Financials7 documents
NDA required
Sep 30
Product + customers10 documents
Request access
Sep 30
Legal + closing12 documents
Recipients8 people
Visible sections3 of 4
Access statusActive
One room, different depth

Add each new reviewer to the current room.

Create the access groups your process needs and set their section access once. Named links and individual exceptions handle the actual people without duplicating the materials.

Lead Full investment case and diligence evidence
Co-investor Sections cleared for syndicate review
Counsel Legal and closing materials
A startup room expanding in place while its original route remains continuous
Start lean, grow in place

The room expands as diligence gets real.

Begin with the deck and model. Add the cap table, product, customer and legal evidence when the process needs them. Replace a material once and the links already in the market continue into the current room.

What the investor opens

A branded room that leads with your company.

The named link opens directly into the company room on desktop or mobile. If email verification, NDA or another entry gate is required, the recipient clears it before the protected material appears.

Investor view · Named room Current materials · Responsive layout
AppearanceLive preview
Recipient viewSeries B room
NSNorthstar
Investor materials
Series B · Confidential

Welcome to our data room.

Financial, product and market materials for the current round, organized in one place.

Enter the room
An investor returning to a startup room and creating a named signal
Every return has a name

Know which investor is leaning in, and which one went quiet.

Named links separate recipients. Sessions show when they came back. For page-rendered materials, page attention adds the exact part that held the review.

Why not the tools already open?

Drive and Notion can send the file. Neither runs the room.

The difference is not storage. It is one structured recipient experience with access, identity, versions and activity attached.

Drive

Generic file permissions.

Useful storage, but the investor room structure, named journey and diligence analytics remain manual.

Notion

A page, not a controlled room.

Flexible presentation, without the same material-level access and recipient evidence.

Single-file tracking

One document at a time.

The deck may be tracked, while the model, cap table and product evidence remain separate.

ZIP

Static the moment it leaves.

No current version, no named sessions and no way to change access after send.

Questions

Startup data rooms, answered.

01 How is a startup room different from a generic room?

The structure matches the work: deck, model or KPIs, cap table, product, team, commercial evidence and legal materials in a clear sequence rather than one flat upload list.

02 Can the lead and co-investors see different sections?

Yes. Use room-local access groups and individual exceptions to give each recipient the effective view the process requires.

03 Do I need the full room before pitching?

No. Start with the current deck and model, then add deeper sections as diligence begins. The room link remains the same while its contents become more complete.

04 Can sensitive sections require an NDA?

Yes. NDA and other entry gates can protect the room or the appropriate access path before sensitive material becomes available.

05 Does an investor need an account?

No RoundOS account is required. The recipient opens the link and completes only the verification or gate the founder configured.

A clear investor route through one current startup data room
Close the round

Your startup room can be live before the next call.

Start with the structure. Add depth when the process asks for it.

No credit card. Live in minutes.