For fundraises and company sales

The data room
that writes itself.

Drop in your exports, trackers and notes. RoundRoom drafts investor-ready documents with every figure sourced, releases them stage by stage, and shows you exactly who has read what.

No card to start · No fees per investor · Your files never train AI models

Step 1
Drop in everything you have
Decks, exports, trackers, contracts, notes
Investor deck.pdf8.2 MB
Revenue export.csv412 KB
Cap table.xlsx96 KB
Customer contracts.pdf3.1 MB
Board notes.md18 KB
Drive folders named FINAL_v7A DocSend link per documentThe spreadsheet disclosure registerRe-checking every page after one edit“Which version did they see?”Copy-pasting one buyer’s answer to the rest

How it works

From raw numbers to a room buyers trust.

The slow part of a raise or an exit isn't sharing files. It's writing them, keeping every number consistent across twenty documents, and knowing who has seen which version. That's the part RoundRoom does.

  1. 01

    Drop in the raw material

    Exports, trackers, contracts, board notes. They stay private: never added to a room, never read by investor-side AI.

  2. 02

    Generate, check, publish

    RoundRoom drafts each section from your inputs. Every figure carries its source; anything unsupported is flagged, not invented.

  3. 03

    Release stage by stage

    After NDA, after an indicative offer, after LOI. Each party sees exactly what their stage unlocks, and nothing early.

Updates without drift

Change one number.
Nothing else moves.

Ask for a change in plain English. RoundRoom edits only what you asked for, then a second pass checks the diff for anything you didn't. Figures already signed off stay signed off while their value doesn't change.

  • Every figure linked to the input it came from
  • Unsupported claims become [TO CONFIRM], never guesses
  • New input version? Affected documents are flagged
Revise: “Restate headcount as 15 FTE (7 EOR + 8 contractors)”

Recognised revenue for the twelve months to 31 August was $3.29M. Gross margin on production infrastructure reached 65% in August, from negative in mid-2025.

The business is run by a team of ~25 FTE, with engineering concentrated on the data platform.

Enterprise contracts in force: 34. The largest customer represents 3.5% of revenue.

Lines changed0
Unintended changes0
Sign-offs kept12 of 12

Staged release

Identical facts for every party.
Released as they progress.

Set the stages once: NDA, indicative offer, LOI. Move a buyer forward and the next tier of documents unlocks for them, in the room, in downloads and in what the room's AI will answer. Try it.

What Northwind Capital sees4 / 9 documents
  • Process letterProcess · stage 1
  • Information packOverview · stage 1
  • Revenue & financialsFinancials · stage 1
  • S1 · Approval mechanicsSupplementary · stage 1
  • Released at a later stageCustomers · stage 2
  • Released at a later stageCapital · stage 2
  • Released at a later stageLegal · stage 3
  • Released at a later stageCapital · stage 3
  • Released at a later stageFinancials · stage 3

Q&A

Answer one buyer.
Inform them all.

When one party asks something everyone should know, turn your answer into a numbered supplementary document for every party at that stage. The asker is never identified.

Question from a buyer · stage 1

What approval threshold applies to a sale, and is there a drag-along?

Share as supplementary document
S1Released to 4 parties

Shareholder approval threshold and drag-along mechanics

Disclosure register

Who has what.
And what they've read.

Built from access rules and real viewing logs, so it can't drift from reality. See who opened an old version, export it for your lawyers.

DocumentNorthwindInitechAcme Cap.
01 Business overview v3 v3 v3
02 Revenue & financials v3saw v2not opened
S1 Approval mechanics v3not opened v3
Per-customer revenue v3
Full cap table

Control

Confidential by construction.

The things that go wrong in a real process, a name in the wrong document, a file released too early, are blocked by the product, not by memory.

Raw inputs stay home
Source data is used to write documents, then stays out of every room and every investor-side AI answer.
Fail-closed by default
A new file in a staged room is released at the final stage until you choose otherwise.
Banned terms block publishing
List the names that must never appear: other bidders, a strategic investor, a codename. Nothing ships with them.
Watermarked, revocable access
Magic links, passwords and expiring links. Per-viewer watermarks on PDFs. Revoke in one click.
AI that respects permissions
When a buyer asks the room a question, the AI only reads what that buyer is allowed to see.
Not used to train models
Your documents are processed to answer you, and never used to train AI models.

Your next raise or exit,
accounted for.