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A Data Room Investors Can Trust

Financials, cap tables, and diligence materials — shared with the control a fundraise demands.

The scenario

Sharing your most sensitive numbers

Fundraising means sharing your most sensitive numbers with people outside your company, often across multiple rounds with overlapping investor groups. Each investor needs different visibility — a lead investor sees more than a follow-on. And your board or your investors may need data hosted in a specific jurisdiction. The data room needs to handle all of that without you re-engineering access every round.

How it works

How DocullyVDR handles it

1

Organize by investor group

Create folders scoped to each investor tier — lead investors see the full data room, while follow-ons see a subset.

2

Set permissions per investor

Use granular permissions so each investor sees only the materials relevant to their participation level.

3

Choose your hosting region

Host the room in the Azure region your board or your investors require — 60+ locations worldwide.

4

Track investor engagement

See which investors are actually reviewing the materials — not just who acknowledged the invite.

5

Maintain the record

Every access is logged across all rounds, creating a continuous record for compliance and investor relations.

Capabilities

Features that matter here

Granular Per-Investor Permissions

Each investor sees only the materials scoped to their tier — lead, follow-on, or observer.

Choice of Hosting Region

60+ Azure regions so your data lives where your board or your investors require.

Dynamic Watermarking

Every document view carries the viewer identity and timestamp — deterring leaks of sensitive financials.

Full Activity Logs on Investor Engagement

Track which investors are reviewing materials and which are not — across every round.

Custom NDA / Click-Through

Require NDA acceptance before anyone views a single file — enforceable before access is granted.

Document Versioning

When financials are updated mid-round, version history keeps the old version accessible — nothing is lost.

FAQ

Questions about investor data rooms

Can different investors see different documents?

Yes — permissions are set at the folder and file level, so each investor sees only what is relevant to their participation tier.

Can I choose where the data room is hosted?

Yes — 60+ Azure regions worldwide. Your board or your investors can require a specific jurisdiction, and you can match it.

Can I require an NDA before investors see any documents?

Yes — custom NDA or click-through agreements can be required before access is granted to any file.

Can I track which investors are actually reviewing the materials?

Yes — full activity logs show document-level engagement per investor, across every round.

See DocullyVDR on your deal