Operating model
Assumptions, runway, and the operating plan behind the raise.
An illustrative model memo explains revenue drivers, hiring assumptions, and cash requirements. It helps the reader distinguish actual results from management estimates.
Your investor infrastructure, built for you. A professional investor-facing website and secure VDR for founders who prefer to manage their own diligence materials.
DEFINED ENGAGEMENT$5,000
WHAT IS INCLUDED
Branded investor-facing website that complements your existing website and brand
Custom domain or subdomain configuration
Secure investor login and access-request workflow
Administrator approval and revocation of investor access
Investor login/activity visibility and notifications to administrators when investors log in
Document engagement/activity visibility where supported
Investor opt-in subscriptions to document updates
Current-document and version information where supported
Secure VDR with founder-controlled folders, organization, uploads, and document management
Existing platform security architecture and responsive mobile experience
1 administrator account and 1 standard investor access level
Production deployment, client-owned infrastructure, training, and handoff
Core includes 1 administrator account and 1 investor access level. Every approved investor receives the standard investor access within the VDR. You create folders, organize documents, and manage diligence content after handoff. Multiple administrators, segmented permissions, custom diligence architecture, document formatting, visual normalization, document analysis, readiness critique, strategic reports, and white-glove library population are part of Signature.
A DIFFERENT WAY TO BUY A VDR
Own the investor experience around your company.
A conventional VDR subscription commonly provides access to a provider’s interface for storing and sharing materials. Products and commercial terms vary, and many offer extensive capabilities.
Core combines an investor-facing website with a secure VDR, designed to complement your existing brand. The finished environment is handed over to your company, and you manage its content. There is no continuing Series Diligence VDR software subscription simply to keep using it.
01 / EXPLORE THE EXPERIENCE
Let them see
how you think.
Good diligence connects the investment case to the evidence. Explore a company-branded room, control access, and see the questions a careful reviewer would raise.
AASTERINDUSTRIAL SYSTEMS
investors.aster.example
AMTHE INVESTOR VIEW
Diligence accessA clear path to the evidence.
4 files
Keep your review current.Choose whether to receive document updates.
Illustrative company, documents, and activity. No real investor data.BUILT AROUND YOUR COMPANY ↗
Try the controls. Search a document, change an access group, or open a review note. This is a guided demonstration of the experience—not a live client room.
CORE → SIGNATURE
Start where you are.
Upgrade when you’re ready.
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 $5,000+Signature upgrade $5,000=Total $10,000
Explore Signature OWNERSHIP AFTER HANDOFF
Your environment.
Your ongoing control.
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.
THE OUTCOME
An investor experience built around your company, with your team in control of its content.
YOUR NEXT INVESTOR CONVERSATION
Give them a better
place to start.
Bring your company, your materials, and the raise ahead. Choose the investor environment your team can manage—or the complete preparation engagement.