The whole platform
Everything an investor asks for, already in order.
Diligence requests arrive at the worst possible moment. This is the complete set of capabilities available today — equity, financials, documents, board, and controlled sharing — so the answer is ready the day it's asked.
Updated July 2026
Everything listed is live
Full features on every tier
Cap table & equity
Core Six capabilitiesYour cap table is calculated from the transactions underneath it, never typed over. When someone asks why a holder owns what they own, the answer is a documented chain of events.
Cap table
- Live table derived from underlying transactions
- Configurable templates so each audience sees the right view
- Version snapshots — take one before a raise or board meeting, and view the table as of that moment
- One click to an investor-ready PDF
Transactions
- Issuance, transfer, cancellation, conversion, exercise, repurchase
- Draft → final → voided, so work in progress never touches live numbers
- Commit drafts one at a time, in a batch, or all on a round
- CSV import with a preview step before anything commits
Funding rounds
- Build a round with per-investor allocations, review it whole, then commit
- New issuance and pool allocation
- Price by valuation or by price per share
- Close and reopen as terms move
Classes & convertibles
- Voting rights, anti-dilution (broad, narrow, full ratchet), participation (non-participating, full, capped)
- A sensible default set can be seeded
- SAFEs, convertible notes and KISS instruments
Grants & vesting
- Grants issued individually or in batch; exercise and cancellation
- Time, milestone and hybrid schedules; monthly, quarterly or annual
- Single- and double-trigger acceleration
- Per-row overrides that clear back to "inherits default"
Departures & modeling
- Termination & forfeiture with a preview before you commit, reversible if entered in error
- What-if modeling: pre-money, raise, new class, pool refresh, convertible inclusion
- Exit waterfall at any valuation
- Save scenarios and compare two side by side
Diligence
CoreChecklists
- Built from templates you control
- Status per item: pending, complete, not applicable, not available
- Notes on any item
Evidence
- Attach documents from your library, or upload straight against an item
- AI review checks an attached document against what the item is asking for
Controlled sharing
- Diligence contacts and rooms for external parties
- Room structure derives from your checklist categories
Data rooms
Admin onlyBuilt on the assumption that a shared link will be forwarded, a screenshot will be taken, and someone will need to be cut off mid-session.
Access control
- Each recipient gets a personal link
- Access requires a one-time 6-digit code — a forwarded link is useless to anyone else
- Expiry dates; revocation takes effect immediately, mid-session
Document protection
- Every document watermarked with the viewer's identity, applied server-side
- Streamed through the application — guests never receive a link into your drive
- Downloads off by default; controllable room-wide and per guest
Visibility & lifecycle
- Access log: who opened which document, and when
- Delivery tracking on invitations
- Revoke, close, archive, delete and restore
Guest experience
- Folder browsing, search and sort
- Pinned documents
- Full-screen in-browser PDF viewer — nothing to download or install
Financials
NewConfiguration
- Monthly, quarterly or annual reporting
- Mark each statement type required or optional
- Share-price decimal precision
Statement types
- P&L, balance sheet, cash flow
- Cap table, AR aging, bank statement
- Supporting schedules
Periods
- Reporting periods open themselves on schedule
- Backfill tool for historical gaps
- Per-period slots showing what's filed and what's outstanding
Board management
NewRun the document side of a board meeting inside Diligence Ready instead of over email — with secure, watermarked materials and a record of who actually read the package.
Boards & members
- Multiple boards per company
- Seven roles from chair to observer
- Start dates, term ends, and a flag when a term is ending soon
Meetings
- Schedule against a board, with location and agenda detail
- Multiple documents in the package and the minutes, reorderable
- Team-only notes — visible to your staff, never to invitees
- RSVP tracking
Invitee portal
- Personal secure link plus a one-time code — no account, no password
- Materials watermarked with the member's identity
- Session persists so they aren't re-prompted while reading
- Downloads off unless you enable them
Engagement
- Per-document view tracking — know who read the package before the meeting
- Daily digest email to admins
Note
Board invitees can currently open PDF materials in the portal. Word and Excel files can be attached today; in-portal viewing for those formats is coming shortly.
Stakeholders & investor relations
Records
- Individuals, entities, trusts and funds
- Archive and restore rather than destructive deletion
Investor portal
- Invite a stakeholder to see their own holdings
- Read-only — nothing they can alter
Communication
- Direct chat between company and stakeholders, with unread tracking
- Investors request agreement documents; requests land in an inbox you fulfil or dismiss
Files & storage
Your storage, not ours
- Documents live in your own Google Drive or OneDrive
- Connected once, at Settings → Integrations
- One provider at a time
Library
- Files link to stakeholders, transactions, diligence items, statements and board materials
- Resumable uploads for large documents
- Duplicate detection
AI assistant
Ask
- Answers questions across stakeholders, classes, rounds and transactions
- Scoped to your company alone
Draft
- Prepares stakeholders, security classes and funding rounds
- Creates draft transactions that don't touch the cap table until a person commits them
- Extracts terms from a signed agreement
Limits
- Monthly allowance by plan
- Unavailable inside read-only advisory sessions
Team, access & partners
Roles
- Admin, editor, investor view, counsel
- Fixed by design — a permissions model you can't misconfigure won't leak
- A reference chart of exactly what each role can do
Membership
- Email invitations, resend, revoke
- Pause a member without losing their history
- One login across multiple companies, with a switcher
Advisers & partners
- Access grants for accountants and fractional CFOs: requested, approved by you, time-limited, revocable
- Partner firms get their own dashboard and client work queue
- Adviser activity appears in your audit log like anyone else's
Security & trust
Specific controls rather than reassuring language. We'd rather tell you exactly what is in place and let you judge it.
- Company isolation
- Row-level isolation in the database between companies
- Audit log
- Who did what and when, visible to you in settings
- External access
- One-time codes valid 15 minutes, 5 attempts, then a temporary lock
- Watermarking
- Server-side identity watermark on every externally shared document
- Revocation
- Effective on the next document opened, not at next sign-in
- Multi-factor
- Authenticator app, with backup codes
- Credentials
- Encrypted at rest, with key rotation support
- Your data
- Export your records; delete your account, with safeguards against removing a company's last administrator
Account & billing
NewSubscription
- Self-serve upgrade through Stripe Checkout
- Billing portal for payment methods, invoices and plan changes
- Payment history in-app
Seats
- Counted across team members and invited investors
- Adding a new person is blocked at the limit — existing people are never cut off
- Archiving a stakeholder frees their seat
Platform
- English and Spanish
- Your logo and colors
- Sign in with email, Google or Microsoft
- In-app bug reporting with status you can follow
Integrations
| Service | What it does | Status |
|---|---|---|
| Google Drive | Document storage in your own Drive | Live |
| Microsoft OneDrive | Document storage in your own OneDrive | Live |
| Google sign-in | Authentication | Live |
| Microsoft sign-in | Authentication | Live |
| Claude | The AI assistant, and document review | Live |
| Stripe | Self-serve upgrades, billing portal, invoices | Live |
| Resend | Transactional email with delivery tracking | Live |
| Cloudflare Turnstile | Sign-up abuse protection | Live |
| Document conversion | Preparing office documents for secure viewing | Live |
Everything is live today
Set it up once. Stay ready.
Free to start, the full product on every tier, and a price that never punishes you for adding a teammate or an investor.