Introducing: AngelList Data Room
Make your first impression with investors your best impression.
Sep 25, 2023 — 4 min read
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You never get a second chance at a first impression. For firms within private markets, this first impression is their data room: a portal where prospective investors can learn more about the firm, its investment thesis, and review past returns.
Currently, investors must navigate confusing data rooms and juggle logins for various platforms throughout their engagement with the fund (i.e., data room, onboarding system, investor portal). Funds waste time duplicating data rooms to get specific user-level analytics, and have little visibility into engagement and investor satisfaction.
Today, we’re launching AngelList Data Room to help firms provide their investors with the best client experience. With a modern design, advanced analytics, and integrations into our investor onboarding and portal systems, AngelList Data Room helps firms make their first impression their best impression.
This means firms can spend less time selling and more time investing.
What’s Included
AngelList Data Room offers a variety of plans tailored to accommodate the diverse needs of venture and private equity firms. Those on our Core plan gain access to the following benefits:
Clean and modern UX
AngelList Data Room allows firms to leave a lasting impression with a modern, user-friendly interface and broad customization options. Firms can integrate their own branding and build custom overview pages and email templates to provide LPs with a polished experience.
Integrated with our investor management platform
AngelList Data Room connects directly with AngelList Transact and Investor Portal, enabling investors the ability to access their data room, investor subscription paperwork, and on-going documentation and fund updates in a single place with a single login.
Detailed tracking and analytics
AngelList Data Room comes equipped with user tracking and analytics so firms can understand exactly how investors are interacting with their content, and use it to inform their sales strategy. Firms can see who is viewing which documents, page-by-page views, receive real-time notifications, and more.
Granular permissions and controls
AngelList Data Room protects firms’ sensitive information by allowing them to control permissions at the room, folder, and file level—meaning LPs only see the content firms want them to see. What’s more, AngelList Data Room can request NDA signage from prospective LPs before providing file access, watermark documents, and restrict access to file downloads. All data rooms also come with a public share link, allowing firms to market at scale and capture emails of prospective investors.
Dedicated support
AngelList Data Room offers firms access to a dedicated member of the AngelList team to help onboard investors, transfer content, or create a data room from scratch. Once live, each firm receives a dedicated point of contact for ongoing support.
Private Markets Software by AngelList
AngelList Data Room is the 2nd offering within our investor management solutions and the fifth offering of our software suite for private markets. Our products are designed to provide real-time insights and best-in-class efficiency to all venture and private equity firms, regardless of back office provider.
To learn more about Data Room, click here. To learn more about AngelList’s Software Suite, click here.
Disclaimer
Neither AngelList nor any of its personnel or affiliates are providing any investment or legal advice or services to users of AngelList Data Room or such user’s customers. AngelList Data Room users are solely responsible for the content, accuracy, quality and legality of all data provided to or made accessible to AngelList. By using AngelList Data Room, you agree to our General Terms, including the AngelList Data Room Terms and, if applicable, the AngelList Transact Terms.