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Charles Schwab | RoundOS

01 · Free data roomBuild, share and track important documents.

Data room analytics Document Analytics Pitch Deck Tracking Secure sharing Permissions NDA & agreements Watermarking Versions Branding

View all Data Room features →

02 · AI Fundraising CRMRun the work between investor meetings.

Today & next moves Follow-up Investor research Investor CRM Investor updates Imports & sources

View all Operator features →

See it workingOpen a live roomWalk a real RoundOS room.

Pricing Security

Deal rooms

Startups Venture capital M&A data room Investor relations

Beyond fundraising

Sales deals Board documents Due diligence Real estate

Fundraising

Fundraising hub Pre-seed Seed Series A

Learn

Blog Funding Customer stories Investor room template

Compare

All alternatives Best free data rooms Best DocSend alternatives Digify alternative iDeals alternative

Free tools & templates

Calculators and fundraising tools. No signup.

SAFE, dilution, runway, pipeline coverage, investor fit.

Sign inExploreData Room AI Fundraising CRM Pricing Security Document Analytics Pitch Deck TrackingData Room featuresData room analytics Secure sharing Permissions NDA & agreements Watermarking Versions BrandingUse casesFundraising hub Startups Venture capital M&A data room Investor relations Sales deals Board documents Due diligence Real estate Pre-seed Seed Series AOperatorToday & next moves Follow-up Investor research Investor CRM Investor updates Imports & sourcesMoreCustomer stories All alternatives Best free data rooms Investor room template Free tools Blog Funding Integrations

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CS

Charles Schwab

Activity from announced rounds

Activity in this selection View all activity

Activity in this selectionciti-ventures-9d9a5117

Rounds participated in: 2
Confirmed lead rounds: —
New companies: 2
Funding in participating rounds: $65M

By stage

Series B2

By primary sector

Fintech2

By country

United States2

Rounds

2 in this selection

Jul 29

Provable Markets

Operator of the securities finance platform Aurora

UndisclosedSeries B

Role not disclosed

Apr 16

Provides AI-powered estate and tax planning platform for wealth management firms

$65MSeries B

Role not disclosed

1–2 of 2

Most frequent co-investors

53 Stations1 shared Alumni Ventures1 shared Anthos Capital1 shared Citi Ventures1 shared Dialectic Capital Management1 shared DTCC1 shared Dynasty Financial Partners1 shared GV (Google Ventures)1 shared Inkef1 shared

RoundOS

A free data room for modern deals, with an AI operator that runs the fundraise.

Create a free room

01 · Explore

Data Room AI Fundraising CRM Pricing Security Document Analytics Pitch Deck Tracking

02 · Data Room

Data room analytics Secure document sharing Data room permissions NDA & agreements Dynamic watermarking Document versions Custom branding

03 · Operator

Fundraising hub Pre-seed fundraising Seed fundraising Series A fundraising Fundraising follow-up Investor research Investor updates Integrations

04 · Use cases

Startup data room VC and LP data room M&A data room

Pruven Capital

1 shared

Pitching Charles Schwab? Send the deck from a free RoundOS data room and see which pages they read.

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05 · Free tools

All free tools SAFE calculator Dilution calculator Runway calculator Pipeline coverage Investor fit checker Follow-up generator Round leak audit

06 · Resources

All alternatives DocSend alternative Digify alternative Google Drive alternative Dropbox alternative Best DocSend alternatives Best free data rooms Investor room template Blog Customer stories Funding News Open a live room

© 2026 RoundOS · Data Room free forever · Operator from $99/month