Pitchroom
Data Room

Not just a data room.

Pitchroom gives investors the context they need to make a decision — and gives you the control, structure, and visibility to run a clean, confident process from first look to final close.

Data room overview
Browser & presentation modesFull audit trail & logsCustom branded domain

01Experience

Two ways to explore your room

Not every investor reviews materials the same way. Pitchroom offers a classic document browser for methodical reviewers who want to navigate at their own pace — and a guided presentation mode that walks investors through your narrative in the order you intend. Switch between them without leaving the room.

  • Classic folder and file browser for self-directed review
  • Guided presentation mode for structured storytelling
  • Investors choose the mode that suits how they work
  • Seamless transition between modes at any time
Side-by-side of browser view and presentation mode

02Branding

Your data room, your domain

Host your data room under your own domain and give investors a seamless experience that reinforces trust from the first click. No third-party branding in the room — just your company, your materials, and your identity throughout the entire process.

  • Custom subdomain — e.g. investors.yourcompany.com
  • Remove all Pitchroom branding from the viewer
  • SSL-secured and fully managed infrastructure
  • Consistent brand experience from pitch deck to close
Custom domain address bar and branded login screen

03Security

Strict access control, folder by folder

Confidential materials demand precise permissions. Control access at every level — folder by folder, user by user. Grant view-only or download rights, restrict entire sections to specific investor groups, and revoke access anywhere in the room with a single click.

  • Granular permissions per folder and per user
  • View-only or download rights set per document
  • Restrict sections to specific investor groups or stages
  • Instant revocation — one click, immediate effect
  • Invite-only access with email verification
Folder permissions panel and user access matrix

04Context

Context built into every folder

Complex materials need explanation. Add a wiki note to any folder or document — guiding investors through what they're looking at, why it matters, and what to read next. Reduce the back-and-forth and let your data room do the talking while you're not in the room.

  • Add written context and guidance to any folder
  • Walk investors through complex financial or legal materials
  • Reduce inbound questions from reviewers
  • Notes can be investor-facing or kept internal
Folder with wiki note panel open alongside documents

05Setup

Up and running in minutes

Don't start from scratch every raise. Choose from proven folder structures built for seed, Series A, or M&A due diligence — or save your own layout as a template for the next round. A consistent, professional structure from day one.

  • Pre-built templates for common deal structures
  • Save your own folder layout as a reusable template
  • Drag-and-drop to reorder and customise any structure
  • Consistent organisation across all investor groups
Template picker and pre-built folder structure view

06Setup

Drag in everything at once

Getting your data room populated shouldn't be the hard part. Drag in entire folder structures from your desktop — Pitchroom preserves your hierarchy exactly as it is on upload. Add individual files or whole directories in a single drag, and your room is organised from the moment it's live.

  • Drag-and-drop upload for files and entire folder structures
  • Folder hierarchy preserved automatically on import
  • Batch upload multiple document types simultaneously
  • Progress tracking and error reporting for large uploads
  • Replace or version individual files without restructuring
Drag-and-drop upload interface with folder structure import in progress

07Process

A structured path through due diligence

Due diligence is a process, not just a file share. Pitchroom gives both sides a structured workflow — track outstanding document requests, flag materials for review, and give investors a clear path through your room so nothing slips and no deal stalls.

  • Structured document request and task tracking
  • Flag documents or folders for investor attention
  • Progress visibility for both founders and investors
  • Complete due diligence history logged automatically
Connected to Investor IntelligenceDue diligence progress is tracked alongside your investor pipeline — so you always know where each deal stands.
Due diligence checklist and request tracking interface

08Intelligence

See what's getting their attention

Know how investors are engaging with your materials — which documents are most viewed, where reviewers spend the most time, and what's being ignored. Insights that help you prioritise conversations, address concerns proactively, and run a sharper process.

  • Document-level engagement metrics per investor
  • Time-on-document for every reviewer
  • Most viewed and most downloaded reports
  • Cross-investor engagement comparison
The financial model — opened 6 times by 3 investors. Pitchroom tells you exactly where interest is concentrated so you can lead your follow-up with the right material.
Data room insights dashboard with per-document engagement view

09Audit

A complete record of everything

Every access event, every download, every session — logged with a timestamp and attributed to a named user. A full audit trail that matters when a deal closes, and gives you clarity if one doesn't. Exportable for compliance, legal, or reporting at any time.

  • Timestamped access and download log per user
  • Full activity history for every document in the room
  • Real-time view of who is currently active
  • Exportable audit report for compliance and legal
Activity log and timestamped access history table

Give investors a room worth staying in

Run a cleaner, more controlled process — from first look to final close.

Open your data room →