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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.

Pricing Security

Deal rooms

Startups Venture capital M&A data room Investor relations

Beyond fundraising

Sales deals Board documents Due diligence Real estate

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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

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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CC

Cota Capital

Activity from announced rounds

Activity in this selection View all activity

Activity in this selectionzero-infinity-partners-e0d245d1

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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03 · Operator

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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