TWO ENGAGEMENTS. CLEAR PRICING.
Both begin with a complete investor website and secure VDR built around your company. Choose Core to manage your materials yourself, or Signature for access governance, document preparation, analysis, and white-glove execution.
THE COMPANY-OWNED PLATFORM
A professional investor-facing website and secure VDR for founders who prefer to manage their own diligence materials.
Designed primarily for straightforward raises under approximately $2M.
THE COMPLETE ENGAGEMENT
The complete engagement: investor infrastructure, access governance, document transformation, analysis, and white-glove preparation.
Recommended for raises of approximately $2M+ or more complex diligence requirements.
CORE → SIGNATURE
As your next raise grows or diligence becomes more complex, upgrade your existing Core environment to Signature at any time for $5,000—simply the difference between the packages. Your investor site and VDR become the foundation for the Signature engagement.
CORE OR SIGNATURE
Core gives you the complete platform and control of your content. Signature adds access governance, document transformation, review, and expert preparation. Raise size is guidance: a founder raising less than $2M can still choose Signature.
| Capability | Core | Signature |
|---|---|---|
| Branded investor site | CoreIncluded | SignatureIncluded; fully customized |
| Secure VDR and custom domain | CoreIncluded | SignatureIncluded |
| Access approval and revocation | CoreIncluded | SignatureIncluded |
| Investor activity visibility | CoreIncluded | SignatureIncluded |
| Investor login notifications to administrators | CoreIncluded | SignatureIncluded |
| Document update subscriptions | CoreIncluded | SignatureIncluded |
| Client-managed documents | CoreYes | SignatureOptional; initial white-glove preparation included |
| Capability | Core | Signature |
|---|---|---|
| Administrator accounts | Core1 | SignatureUp to 5 |
| Investor access model | CoreSingle access level | SignatureSegmented permission groups |
| Folder/document-level permissions | CoreNot included | SignatureIncluded where supported |
| Capability | Core | Signature |
|---|---|---|
| Diligence architecture assistance | CoreFounder-managed | SignatureIncluded |
| Document reformatting | CoreNot included | SignatureIncluded |
| Document visual standardization | CoreNot included | SignatureIncluded |
| Document-by-document analysis | CoreNot included | SignatureIncluded |
| Diligence-readiness critique | CoreNot included | SignatureIncluded |
| Strategic recommendations | CoreNot included | SignatureIncluded |
| White-glove preparation | CoreNot included | SignatureIncluded |
| Future Signature upgrade | Core$5,000 | SignatureAlready included |
Activity and document-level capabilities reflect the supported implementation. The agreed scope defines the applicable access controls. Hosting, database, email, storage, domain, and other third-party infrastructure may carry ongoing charges paid by your company. No continuing Series Diligence VDR software subscription is required to keep using your environment.
OWNERSHIP AFTER HANDOFF
Hosting, database, email, storage, domain, and other third-party infrastructure may carry ongoing charges paid by your company. No continuing Series Diligence VDR software subscription is required to keep using your environment.
Your team or developers can operate the delivered environment. Any future support is separately agreed; it is not required simply to retain access to the product.
YOUR NEXT INVESTOR CONVERSATION
Bring your company, your materials, and the raise ahead. Choose the investor environment your team can manage—or the complete preparation engagement.