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Coastal Credit Union | 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

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02 · AI Fundraising CRMRun the work between investor meetings.

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Deal rooms

Startups Venture capital M&A data room Investor relations

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Sales deals Board documents Due diligence Real estate

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Fundraising hub Pre-seed Seed Series A

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Blog Funding Customer stories Investor room template

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

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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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Coastal Credit Union

Activity from announced rounds

Activity in this selection View all activity

Activity in this selectionintouch-credit-union-be15cba2

Rounds participated in: 1
Confirmed lead rounds: —
New companies: 1
Funding in participating rounds: $20M

By stage

Undisclosed1

By primary sector

Fintech1

By country

United States1

Rounds

1 in this selection

Jul 29

Award-winning InvestTech platform enabling credit unions and community banks to offer digital investing directly within online banking

$20MStrategic

Role not disclosed

1–1 of 1

Most frequent co-investors

BankTech Ventures1 shared ICCU1 shared Mid Minnesota Credit Union1 shared Navari1 shared Southpoint Credit Union1 shared Truity Credit Union1 shared United Financial Credit Union1 shared Vibe Credit Union1 shared

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

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

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

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