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Cota Capital | 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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See it workingOpen a live roomWalk a real RoundOS room.

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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

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

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Calculators and fundraising tools. No signup.

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

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CC

Cota Capital

Activity from announced rounds

Activity in this selection View all activity

Activity in this selectiondeutsche-bank-86962def

Rounds participated in: 2
Confirmed lead rounds: —
New companies: 2
Funding in participating rounds: $150M

By stage

Series B1

Series C+1

By primary sector

Enterprise software1

Fintech1

By country

United States2

Rounds

2 in this selection

May 21

AI-native wealth management platform helping financial advisors optimize client outcomes and grow their business

$150MSeries D

Role not disclosed

Mar 10

Provides a centralized platform for governments to create, manage, and operationalize policies

UndisclosedSeries B

Role not disclosed

1–2 of 2

Most frequent co-investors

8VC1 shared Bessemer Venture Partners1 shared CapitalG1 shared General Atlantic1 shared MassMutual Ventures1 shared Stand Together Ventures Lab1 shared

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RoundOS

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

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01 · Explore

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

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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

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Investor relations

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

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