AI Data Room

Share documents. Let AI answer questions.

Upload your files, set permissions, and let investors explore. Our AI answers their questions using only the documents you've shared with them—so your team can focus on closing.

Folder-level permissions • NDA integration • AI-powered Q&A

AI Data Room interface
How it works

Simple, powerful workflow

1

Drop your files

Drag entire folders from your computer into the data room. Your folder hierarchy is preserved automatically.

2

Set permissions and NDA requirements

Control who sees what at the folder level. Require NDA signatures before unlocking sensitive folders—access is granted automatically when signed.

3

Configure AI access

Choose which files the AI can reference when answering investor questions. Keep control over what gets surfaced.

4

Share with investors

Investors see the data room in their deal portal. They can browse documents and ask the AI questions 24/7.

Sample data room

See what LPs see

Organized folders with granular access control

CQ data room folders
CQ data room sharing
Part of the full funnel

AI Data Room connects to everything else

One workflow from LP discovery to signed commitment.

FAQ

Common questions

Set up your data room in minutes

Start free. See LP matches in minutes.