CORE & SIGNATURE
A professional investor website and secure VDR are the foundation of both engagements. The choice is how much access governance, document preparation, and expert review your company needs around them.
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.
BUILT AROUND YOUR COMPANY
Core is the complete technology platform, designed for founders comfortable organizing folders, uploading documents, and maintaining their own content. Signature adds a managed preparation process: customized architecture, segmented access, transformed documents, analysis, and a final readiness review.
The components form one integrated engagement and are not sold separately.
Compare everything includedCORE → 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.
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.