The fundraising platform for everythingfrom the first email to the signed check
Combines a fundraising CRM with data room software that helps advance investors from intro to diligence to signing, and facilitates every step in between.
How a raise runs on AI Dataroom, stage by stage
01 / 10ConversationsConnect your inbox.
See every email and every investor's stage in one place, and know when a follow-up is due.
- Every investor email, filed to the right person
- See who has opened your data room
- Conversations connect to tasks and pipeline stages
02 / 10DeckYour deck, as a heat map.
See what investors care about: how long they spend on each page, and what they ask.
- Time on every page of the deck
- Investors ask questions right from the deck
- Book a meeting from the deck in one click
03 / 10MeetingsEvery meeting feeds the next step.
Share your notes, or use our note taker or the one you already use. AI works out what each investor needs next.
- Notes from your note taker, or ours
- The information, documents and access each investor needs
- Draft from your data room or your connected AI, then grant access
04 / 10Data roomAI answers from your data room.
A white-label data room on your own domain. Investors ask questions, and the AI answers from your data and the files you choose.
- Custom links and a portal under your company's domain
- A full history of what each investor viewed, and for how long
- See what investors asked the AI, and confirm the answers
Powered by frontier AI models on zero-data-retention endpoints, or bring your own key.
05 / 10Live modelsModels investors can talk to.
Spreadsheets and budgets embed natively. Ask the AI a question and watch the charts update.
- Scenario and sensitivity analysis built in
- Charts update in real time as assumptions change
- One model, the single source of truth
06 / 10Diligence Q&AStop answering the same question twice.
Investors submit questions to a diligence Q&A database. Answer once, then reuse the answer.
- Turn answers into documents, and share approved ones with other investors
- Firm teams see each other's diligence, if you allow it
- A diligence checklist, so no one redoes the work
07 / 10Follow-upsNo investor falls through the cracks.
Your inbox, investor activity and diligence questions live in one place, so every question gets answered.
- Know who is waiting on you
- Tasks and reminders on every investor
- Nothing lost between email and the data room
08 / 10SigningFrom NDA to wire.
NDAs and e-signature for SAFEs and side letters, on the platform. Or connect your own signing tool.
- Unlock data room access when the NDA is signed
- Share wire instructions in the portal, and track every wire
- Cap table management built in
09 / 10UpdatesKeep investors close.
Send monthly or quarterly updates from the platform, backed by your secure data room.
- AI drafts the update from your notes and activity
- Send to every investor, or only the ones who should see it
- Link to the data room for anything confidential
10 / 10Next roundKeep the pipeline warm.
Investors who already backed you are ready to invest again, and everyone you meet goes into the CRM.
- Tag contacts as next-round prospects
- Keep investors who aren't a fit in touch, in their own stage
- Share internal and external updates when there's big news
AI that knows your raise.
A raise is a dozen investors and a hundred threads at once. The AI keeps track of all of it and helps you get every investor the answer they need.
Know where to focus
It reads your pipeline, inbox and investor activity, shows which investors to focus on, and makes sure none are lost.
Writes in your voice
Frontier models draft replies, answers and updates, with copywriting that learns how you write.
Every fact cited
Drafts and answers are grounded in your documents with citations, so every statement is checked and approved before it goes out.
Works with the AI you use
Connect Claude or Codex to your raise, and give approved investors' AI direct access to the data room.
Built to get the round closed.
Close the round faster.
Stay engaged with every potential investor, and spend your time on the ones closest to yes.
Follow through on what they need.
Every question, document and next step is tracked, so investors get what they asked for, fast.
Remove the blockers.
See what is holding each investor back, answer it once, and get the deal closed.
A CRM, a dataroom and diligence Q&A, without stacking tools.
How AI Dataroom compares with the main kinds of fundraising tools, on what founders use during a raise.
Swipe the table sideways to see every column.
| Feature | AI Dataroom | Document-sharing leader | Open-source sharing tool | AI data room | Security-first VDR | Founder IR platform |
|---|---|---|---|---|---|---|
| Whole raiseFundraising CRM, pipeline and dataroom in one product | Included | Not listed | Not listed | Not listed | Not listed | Included |
| First sendTracked link for each investor | Included | Included | Included | Included | Included | Included |
| DataroomInvestor AI Q&A over your documents | Included, note 1 | Not listed | Not listed | Included | Not listed | Not listed |
| DataroomInvestor AI Q&A runs only on zero-data-retention endpoints | Included | Not applicable | Not applicable | Not listed | Not applicable | Not applicable |
| DiligenceFounders see every question investors asked the AI | Included | Not applicable | Not applicable | Included | Not applicable | Not applicable |
| DiligenceHuman Q&A module | Included | Not listed | Included | Included | Included | Not listed |
| UpdatesInvestor updates | Partial, note 2 | Not listed | Not listed | Not listed | Not listed | Included |
IncludedIncluded in a self-serve planPartialPartialNot listedNot listed on the public pricing pageNot applicableNo investor AI Q&A listed
- 1 For investors signed in to your portal, with citations.
- 2 Published in the investor portal; email delivery is not yet available.
Based on publicly listed plan features, October 2026.
Safe to put the real numbers in the room.
How security worksYour private, white-label data room.
On your own subdomain, under your company's name.
Choose who sees what, and when.
Segment investors and release documents in phases as the raise moves forward.
AI that never trains on your data.
The data room's AI runs on zero-data-retention endpoints, or on your own key.
Your documents stay in the room.
Investors work with your files through the room's AI, so documents don't need to leave it. Downloads only with your approval.
From the first conversation to the signed check.
The fundraising platform that takes founders from first hello to funded. Built by founders, for founders.