RaiseNova · Data room
A secure investor data room, built in.
When an investor asks for the room, you send a link, not a scramble. Every document access-controlled, tracked, and branded as yours.
Included with Professional, $399/mo
Illustration with a fictional company and made-up names.
Control who sees what, and know when they look.
The room sits next to your records in RaiseNova, so the documents you share are the ones you have already organized.
Per-investor access and audit trail
Invite investors one by one. See who opened which document, and when, in a live log.
Watermarked documents
Every file is stamped to the viewer, so a shared PDF still traces back to the room.
White-labeled to your brand
Your logo, colors, and fonts on the room and every document. Investors see you, not us.
One-click invites, instant revoke
Add an investor in seconds. Cut access the moment a conversation ends.
From request to room in three steps.
No separate tool to buy, set up, and keep in sync with your documents.
Open your room
Name your room and upload the documents investors expect. Your branding is applied for you.
Invite investors
Add each investor by email. Each one sees only what you share, with every file stamped to them.
Follow the interest
Watch the activity log, move investors through your CRM pipeline, and revoke access when a conversation ends.
Your pipeline, next to your room.
Professional includes an investor CRM and outreach pipeline. BCC your capture address on investor email and the conversation is logged to that investor's record. How email capture works
Auto-logged email
Every logged email updates that investor's last-contact date in your pipeline.
Stages you can see
From researching to diligence, every investor in one view.