Investor Data Room

Module · Fundraise

Investor Data Room

NDA, watermark, KPI sync and access log — the whole grown-up package, inside your NAVIZIX workspace.

One tidy home for every doc

Drag pitch deck, financials, cap table, legal and KPIs into clearly labelled categories, so the latest version is always the one in the room.

Live KPIs, not stale screenshots

Pull burn, runway, inflow and outflow from your Cashflow Twin in one click, and add ARR, MRR, CAC or LTV yourself, so the KPIs reflect your latest numbers.

NDA gate before access

Flip on NDA mode and viewers must accept your terms before seeing a single document. Acceptance, name and email are stored alongside the view log.

On-screen email watermark

Each viewer sees their own email shown subtly across the room page, as a reminder that access is personal and logged.

Rotating share links

Give one link per round. Rotate it instantly if a viewer goes cold — no scrambling to revoke access file-by-file. Optional expiry date on every room.

Know who opened what, when

See every visit and download in a clean timeline: who, what file, when. Follow up with the investors who actually read your financials.