Part of Fundraising Suite

Share everything. Control everything. Investors see only what you allow.

Share documents securely with investors through your own branded data room. Watermarked downloads, real-time access analytics, NDA tracking, and expiring links keep your sensitive information protected.

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Series B Data Room
Active
📁 Financials 8 files
📁 Legal 6 files
📁 Tax & Compliance 5 files
📁 Cap Table & ESOP 3 files
📁 Pitch Deck 2 files
Investors
5
Views Today
42
Real-time
Access Logs
Per-File
Permission Control
Scored
Investor Engagement
Dynamic
Watermarking
Security

Enterprise-Grade Document Protection

Every layer of security you need to share confidently with investors.

Watermarked Downloads

Every document personalized to the viewer with name, email, and timestamp on every page.

NDA Enforcement

Require signed NDA before granting access. Block entry until the document is signed.

Expiring Links

Auto-revoke access after fundraise closes or a set date. One-click manual revocation too.

End-to-End Encryption

AES-256 encryption at rest and in transit. Your documents are never accessible to unauthorized parties.

View-Only Mode

Prevent downloads entirely. Investors can view documents in-browser without saving copies locally.

Full Audit Trail

Every view, download, and access attempt logged with IP, device, and timestamp for complete accountability.

How It Works

Powerful Data Room Features

Everything you need to organize, share, and track investor document access.

01. Folder Templates

Folder Templates

Start with pre-built fundraise folder structures. Drag-drop organization and bulk upload with auto-categorization save hours of manual setup.

  • Pre-built fundraise folder structures
  • Drag-drop organization
  • Bulk upload with auto-categorization
Series A Template
Corporate & Legal 14 files
Financials 9 files
Compliance & Tax 11 files
02. Access Analytics

Access Analytics

See who viewed what, how long they spent on each document, and which pages they focused on. Understand investor interest in real time.

  • See who viewed what and when
  • Time spent per document tracking
  • Page-level focus analytics
Investor Activity
Sequoia Ventures 24 files - 2h ago
Accel Partners 18 files - 1d ago
Matrix Capital 3 downloads - 3d ago
03. NDA Tracking

NDA Tracking

Auto-generate NDAs, track signatures, and block access until signed. Manage counter-parties and maintain a complete NDA audit trail.

  • Auto-generate NDAs per investor
  • Track signatures and block until signed
  • Counter-party management and audit trail
Sequoia Ventures
Signed Jan 15 - Expires Jul 15
Active
Accel Partners
Signed Jan 20 - Expires Jul 20
Active
Matrix Capital
Sent Jan 25 - Awaiting signature
Pending
The Transformation

From Google Drive Links to Professional Data Rooms

Before OneFinOps
  • Google Drive link shared with no tracking
  • No idea if investors actually read documents
  • No watermarks -- documents get forwarded freely
  • Access never revoked after process ends
After OneFinOps
  • Branded data room with per-investor permissions
  • Real-time engagement analytics per document
  • Dynamic watermarks on every page
  • Auto-expiring access with one-click revoke

Common Questions

Everything you need to know about the Virtual Data Room.

What file types are supported?
The VDR supports PDF, Excel, Word, images, and presentations. All files are rendered in-browser so investors can view without downloading, maintaining security while providing a smooth experience.
Yes, watermarks can include the investor's name, email address, date, and custom text. You can configure the watermark placement, opacity, and content to match your security requirements.
You can drag-and-drop files or upload a ZIP archive. ZIP files are auto-extracted and organized into folders. The system also auto-categorizes documents based on file names and content when possible.
You can revoke access with one click for individual investors, or use bulk revoke to close access for all investors at once. Auto-expire rules can also be set upfront so access is automatically removed after a set date.
This is configurable per document. You can set view-only mode (no downloads), or allow downloads with watermarks. Each file can have different download permissions, and you can change these settings at any time.
Get Started

Share With Confidence. Raise With Control.

Set up your secure virtual data room in minutes. Keep investors informed while keeping your sensitive documents protected.

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