OpenDataRoomFundraising startups
Keep approved pitch decks, financials and supporting explanations in a source drop, then share selected packs with named investors for a defined review window.
Use cases
A focused pack for a specific job.
These are intended workflows, not claims of industry certification or delivered client outcomes.
Explore 36 detailed private-market and file-handover examples →
Funds and private equity
Create a focused handover for a transaction workstream with an explicit deadline.
Investment teams and pensions
Give an analyst the source context for a review in their own approved AI tool.
Family offices
Share a deliberately limited evidence pack with external advisers for a specific task.
Marketing teams and agencies
Use a campaign brief, audience research and brand guidelines with your own AI, or share an approved pack with a collaborator.
Hospitality teams
Share a property brief, service catalogue or approved market report with a hotel team or adviser.
Lawyers
Give an authorised recipient a bounded document set for work in their organisation’s approved AI client.
Accountants
Keep approved financial sources together and select a focused pack for an adviser’s own compatible AI.
Angel investors
Connect a founder’s approved source pack to an AI tool you already use.
WhatsApp sharing
Send connection instructions in a familiar conversation while keeping document retrieval in a compatible AI client.
Good files deserve a great conversation.
Share a private file pack with your choice of AI. Start with one drop.