Turn raw company data into an investor-ready dataroom.
One connected workflow, from systems of record to investor understanding.
Systems of record
Salesforce
HubSpot
Stripe
QuickBooks
Google SheetsData Foundation
Use natural language to create repeatable data pipelines that feed every downstream AI workflow.
- Describe transformations in plain English
- AI creates the pipeline automatically
- Save and repeat workflows as underlying data changes
AI4BI · step-by-step pipeline with generated code and explanation
Financial Intelligence
Turn raw company data into interactive reports, KPI monitoring, and operating insight.
- Track metrics like ARR, churn, and growth in one place
- Drill from headline KPIs into the accounts behind them
- Monitor performance through interactive, repeatable reports
Interactive reports · click any value to drill into the accounts behind it
Investor Preparation
Create the investor-ready documents and analysis that go into the dataroom.
- Generate pitch decks, data decks, and financial models
- Package the story, metrics, and supporting detail
- Prepare for diligence with consistent, presentation-ready outputs and workbooks
Pitch deck · slides built from the actual numbers, editable before you send
AI-Native Dataroom
Package, permission, and share the dataroom through a natural language command interface.
- Create roles and permission sets with simple prompts
- Share the right files with the right people
- Generate links and control access in seconds
Roles · a permission set built from one prompt, confirmed before it applies
Investor Intelligence
Generate investor memos and help investors rapidly understand and evaluate the business through AI-powered analysis.
- Generate investor memos with one click
- Explain key metrics, trends, and risks
- Answer investor questions through dataroom Q&A
Investor memo · topline metrics explained, with the charts behind them
Why founders switch
Founders and CFOs already run their raise here.
“With dataroomHQ, you can see investors like an open book and own the narrative — what they’ll think, where they’ll dig, and who’s actually engaging. Then automatically generate the documents you need to raise with confidence.”
Nimbus“dataroomHQ has strengthened our FP&A function by revealing previously unseen insights and trends. The ability to ask questions of the data and get quick answers and board decks has saved us significant time compared to manual spreadsheet analysis. The ease of connecting our data and the automated reporting has driven NRR improvements that far outpace the cost.”
solo.ioFree resource
Know exactly who to pitch.
Browse 90+ firm profiles — evaluation frameworks, pitch guidance, and deal patterns for top VC firms. Free, no signup.
