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Fundraising Data Room

Share your raise. Track who cares.

Give investors a secure, AI-powered data room. Know who's reading your deck, who's deep in your financials, and who's going cold — before they tell you.

Free for seed roundsInvestor engagement trackingNo per-page feesWhatsApp/SMS investor invites

The Problem

Founders share documents over email and hope for the best.

Spreadsheets in email attachments, pitch decks on Google Drive, and no idea who's actually reading.

Zero Visibility

You send a deck and wait. No idea if the partner opened it, if the associate read your financials, or if anyone cares.

Uncontrolled Sharing

Documents forwarded to unknown parties. No watermarks, no access controls, no audit trail of who saw what.

Slow Follow-Ups

Investors email basic questions about your cap table or revenue. You spend hours answering what AI could cite in seconds.

How It Works

From pitch deck to term sheet.

A modern fundraising workflow that gives you control and visibility.

Step 01

Upload your fundraising materials.

Pitch deck, financial model, cap table, legal docs — drag and drop everything. Documents are automatically parsed and indexed for AI retrieval. Smart Sort organizes files into folders.

  • PDF, DOCX, XLSX, PPTX — all supported
  • Automatic parsing and AI indexing
  • Smart Sort auto-categorizes into folders
Fundraising Data Room
Series B Pitch Deck.pdf
Financial Model FY26.xlsx
Cap Table.xlsx
Articles of Incorporation.pdf

Step 02

Invite investors with magic link access.

Send investors a link — they click and they're in. No account creation, no downloads, no friction. Share different materials with lead versus follow-on investors using permission groups.

  • Magic link invites via WhatsApp, SMS, or email — zero friction for investors
  • Different access levels per investor tier
  • Clickable citations — investors click and jump to the exact page or cell
  • Investors review on mobile — the full VDR works on phone and iPad
  • Dynamic watermarking on every view and download
Investor AI Q&A
What is the current ARR and growth rate?
Based on the Financial Model, current ARR is $4.2M growing at 180% YoY. The Cap Table shows 12.4M shares outstanding across 3 preferred rounds.
Model B4:B12Cap Table A2:D15
Investor sees only documents you've shared with their group

Step 03

Track who's interested and follow up smart.

Room Intelligence shows you which investors are doing deep dives, which are skimming, and which have gone quiet. Know who to follow up with before they tell you.

  • Per-investor engagement tracking with time-on-page
  • Automatic alerts when investors go cold
  • WhatsApp/SMS notifications when new materials are shared
  • Ask AI: "Which investor is most engaged this week?"
Room Intelligence — Investor Activity
Sequoia — Partner spent 38 min on financial model, returned 3x this week
a16z — Last activity 6 days ago, only viewed pitch deck (2 min)
Which investor should I follow up with first?
Sequoia shows the strongest engagement — their partner has reviewed your financial model 3 times this week (38 min average). a16z has gone cold after a single 2-min deck view. Consider a warm follow-up with a16z.
WhatsApp notification sent to a16z associate · New materials reminder

Free for seed rounds. Flat pricing for Series A+. The Starter plan is free — 1 data room, AI included, 5 participants. Enough for a seed round. Teams at $399/mo supports 3 rooms and 25 participants per room. No per-page fees, no per-user fees.

Fundraising Data Room FAQ

Questions founders ask about fundraising data rooms.

A fundraising data room gives you a secure, organized space to share your pitch deck, financials, cap table, legal documents, and other materials with investors. Sifrsys adds AI Q&A — investors can ask questions about your documents and get instant, cited answers. You see exactly which investors are engaging and which materials they're reviewing.
Yes. Sifrsys supports permission groups, so you can share different materials with lead investors versus follow-on investors. Five permission levels (none, fence, view, download, full) can be applied per document, per folder, or per group. The AI respects these boundaries — it only retrieves from documents each investor is authorized to see.
Room Intelligence tracks engagement by investor — who viewed what, for how long, and how often. You can see which investors are doing deep dives into your financials versus skimming. Automatic alerts notify you when an investor goes cold. Ask the AI natural-language questions like 'Which investor spent the most time on our financial model?'
Yes. The Starter plan is free — 1 data room, 100 MB storage, AI document Q&A, and 5 participants. No credit card required. This is enough for a seed round. As your round grows, the Teams plan ($399/mo) supports 3 rooms and 25 participants per room, with no per-page fees.
Investors receive a passwordless magic link — they click it and are in immediately. No account creation, no downloads, no friction. Documents are viewable directly in the browser with dynamic watermarking. You control whether investors can download or only view.

Start Fundraising

Your next round starts in Sifrsys.

AI-powered investor engagement, verifiable citations, and complete visibility — inside a data room that makes your raise effortless.

Free for seed rounds · No per-page fees · No credit card required

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