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United Financial 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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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

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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

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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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UF

United Financial Credit Union

Activity from announced rounds

Activity in this selection View all activity

Activity in this selectionJul 31, 2026 · Fintech · Jul 1, 2026

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 Coastal Credit Union1 shared ICCU1 shared Mid Minnesota Credit Union1 shared Navari1 shared Southpoint Credit Union1 shared Truity Credit Union1 shared Vibe Credit Union1 shared

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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

Due diligence data room

Investor relations

Sales data room

Board documents

Real estate data room

05 · Free tools

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

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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

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