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Insight Partners | 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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IP

Insight Partners

Activity from announced rounds

Activity in this selection View all activity

Activity in this selectionUnited States · Feb 28, 2026 · Feb 1, 2026

Rounds participated in: 2
Confirmed lead rounds: —
New companies: 2
Funding in participating rounds: $101M

By stage

Series A1

Series B1

By primary sector

AI1

Fintech1

By country

United States2

Rounds

2 in this selection

Feb 19

Provides AI-powered features to reduce busywork for financial advisors and surface growth insights

$80MSeries B

Role not disclosed

Feb 3

Builds AI-native workspace for group health life and retirement benefits operations

$21MSeries A

Role not disclosed

1–2 of 2

Most frequent co-investors

Aaron Skonnard1 shared Allianz Life Ventures1 shared Battery Ventures1 shared Citi Ventures1 shared F-Prime1 shared Hans Tung1 shared MTech Capital1 shared Pelion Venture Partners1 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

Peterson Partners

1 shared

Ryan Anderson1 shared

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

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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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