Sifrsys is an AI-native virtual data room and secure content intelligence platform. It is used for M&A due diligence, fundraising, board portals, investor relations, client portals, and any workflow requiring secure document sharing with AI-powered intelligence. Ask questions about your documents and get cited answers — the AI only retrieves from documents within each user's permission boundary.

Is my data used to train AI models?

No. Sifrsys uses a zero-retention AI API. Your documents are never used for AI model training. All AI processing is stateless and memoryless — data is processed in memory, answers are returned, and nothing is retained.

What can I use Sifrsys for?

Sifrsys is used for M&A due diligence data rooms, startup fundraising, board portals and investor reporting, law firm client portals, VC deal flow management, legal discovery rooms, real estate transactions, and any scenario requiring secure document sharing with AI intelligence. The platform adapts to any use case involving sensitive documents and multiple stakeholders.

How is Sifrsys different from traditional virtual data rooms?

Traditional VDRs store and share documents securely but lack intelligence. Sifrsys adds permission-fenced AI document Q&A with cited answers, Room Intelligence AI deal advisor, page-level engagement analytics, and branded white-label portals on top of full VDR security features like 5-level permissions, dynamic watermarking, and tamper-proof audit trails. No per-page fees.

What security features does Sifrsys have?

Sifrsys includes AES-256 encryption at rest, TLS encryption in transit, row-level database security that enforces AI permission boundaries, hash-chained tamper-proof audit logs, two-factor authentication, 5-level granular permissions (none, fence, view, download, full), and dynamic watermarking on document views and downloads.

Can I use Sifrsys as a board portal?

Yes. Sifrsys works as a board portal with branded portals for each board, engagement analytics showing who read board materials, AI Q&A so board members can ask questions about documents, granular permissions to control what each member sees, and a complete audit trail for governance compliance. It is significantly more affordable than enterprise board portal software.

Does Sifrsys charge per page?

No. Sifrsys uses flat monthly pricing with no per-page fees, no per-user fees, and no overage charges. Plans start free (1 room, 100 MB, AI included) and scale to enterprise. Unlike legacy VDRs that charge $0.50–2.00 per page, Sifrsys pricing is predictable.

How quickly can I set up a data room?

You can create a data room and start uploading documents within minutes. Documents are automatically parsed and indexed for AI retrieval. Invite participants with passwordless magic link access — they click a link and are in immediately. No sales call required to get started.

Can I use Sifrsys for fundraising?

Yes. Startups use Sifrsys data rooms to share pitch decks, financials, and legal documents with investors. Engagement analytics show which investors are most engaged with your materials. Permission groups let you share different materials with different investor tiers. AI Q&A helps investors find answers without back-and-forth emails.

What is Room Intelligence?

Room Intelligence is an AI deal advisor built into every data room. It tracks who viewed what documents and for how long, identifies which contacts at which organizations are most engaged, detects when parties go cold, and generates automatic engagement alerts. You can ask it natural-language questions like 'Which buyer group is most engaged this week?' and get data-backed answers.

Can I use Sifrsys as a client portal for my law firm?

Yes. Law firms use Sifrsys as a branded client portal. Clients can ask AI questions about their case documents and get cited answers, reducing routine calls. The portal appears under your firm's brand with custom subdomain, logo, and colors. The audit trail and watermarking meet compliance requirements, and granular permissions control what each client sees.

Investor Portal

LP reporting with AI intelligence.

Share fund reports on a branded portal. LPs ask AI questions and get cited answers. Track who's reading. Reduce repetitive IR inquiries.

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Branded LP portalAI Q&A with cited answersLP engagement trackingLP notifications via WhatsApp/SMS

The Problem

LPs email the same questions every quarter.

IR teams spend hours answering questions that are already in the quarterly report.

Repetitive IR Inquiries

"What was the fund's IRR last quarter?" "What's the capital deployment rate?" Same questions, every quarter, from every LP.

No Read Confirmation

You send a quarterly report and have no idea who actually read it. Important updates go unnoticed until the next LPAC meeting.

Tiered Access Complexity

Advisory committee members see different documents than general LPs. Managing tiered access in shared drives is error-prone.

How It Works

From quarterly report to LP self-service.

An investor portal that reduces IR workload and keeps LPs informed.

Step 01

Upload fund reports to your branded portal.

Quarterly reports, capital call notices, distribution notices, portfolio updates — upload everything. Documents are parsed and indexed for AI retrieval. LPs see a branded portal on your subdomain.

Branded portal on your fund's subdomain
Tiered LP access with Row-Level Security
Automatic document parsing for AI readiness

investors.meridianventures.com

Q4 2025 Quarterly Report.pdf

Fund III Performance.xlsx

Capital Call Notice #7.pdf

LPAC Governance Minutes.pdf LPAC Only

Step 02

LPs ask AI instead of emailing IR.

LPs ask questions about fund performance, portfolio companies, or capital calls — and get instant, cited answers. The AI retrieves only from documents each LP is authorized to see.

Clickable citations — LPs click and jump to the exact page or cell
Reduces repetitive LP questions by 70%+
LPs access on mobile — review fund reports from anywhere

LP AI Q&A

What was Fund III's net IRR last quarter and what drove the change?

Fund III net IRR was 24.7% as of Q4, up from 21.3% in Q3. The increase was driven by the Series C markup of PortCo Alpha ($14M → $28M, 2x) and the exit of PortCo Beta at 4.2x MOIC.

Performance C4:C8Q4 Report p.7Q4 Report p.12

LP sees only Fund III documents — other funds are invisible

Step 03

Track LP engagement and never lose a relationship.

Room Intelligence shows which LPs are actively reviewing reports and which have gone quiet. Get alerts before annual meetings when key LPs haven't opened materials. Notify LPs via WhatsApp when new reports are uploaded — they tap the link and they're in instantly from their phone.

LP engagement tracking per document, per page
Automatic alerts when key LPs disengage
WhatsApp/SMS: "Q4 Quarterly Report uploaded to your portal"
Ask AI: "Which LPs haven't viewed the capital call notice?"

Room Intelligence — LP Engagement

Which LPs haven't viewed the capital call notice?

4 of 23 LPs have not opened Capital Call Notice #7: Meridian Pension Fund (last active 21 days ago), Horizon Family Office (last active 14 days ago), Atlas Endowment (last active 9 days ago), and Peak Insurance (no activity this quarter). The remaining 19 LPs have reviewed the notice, with 15 also opening the updated fund performance data.

4 LPs behind19 LPs on track

Capital call deadline in 5 days · WhatsApp reminder sent to 4 LPs

Free to start. No per-page fees. Create a branded investor portal on your fund's subdomain. Starter plan is free (1 portal, AI included). Teams at $399/mo. Pro at $999/mo for multi-fund management.

Investor Portal FAQ

Questions about AI-powered investor and LP portals.

Fund managers upload quarterly reports, fund performance data, capital call notices, and portfolio updates to a branded portal. LPs access the portal via magic link and can ask AI questions about the fund documents — getting instant, cited answers. The AI retrieves only from documents each LP is authorized to see.

Yes. Sifrsys supports permission groups, so you can share different materials with different LP tiers. Advisory committee members might see governance documents that general LPs don't. Each LP is isolated via Row-Level Security — the AI cannot reference documents outside an LP's access level.

Engagement analytics show exactly which LPs viewed which reports, which pages they read, and for how long. Room Intelligence alerts you when an LP hasn't reviewed materials. You can ask the AI: 'Which LPs haven't viewed the Q4 report yet?' and get an instant answer.

Yes. Every portal runs on a custom subdomain (e.g., investors.yourfund.com) with your fund's logo, colors, and branding. LPs see a professional, familiar interface. No Sifrsys branding visible unless you choose.

Traditional LP portals are document repositories. Sifrsys adds AI intelligence: LPs ask questions about fund documents and get cited answers, reducing repetitive IR inquiries. Engagement analytics tell you who's reading what. Dynamic watermarking and tamper-proof audit trails add compliance-grade security.

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Give your LPs AI-powered reporting.

Branded portal, AI Q&A, LP engagement tracking, compliance-grade audit trail.

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