Deal rooms
Secure, issuer-controlled rooms for offering materials.
Everything an investor reviews, organized by the issuer, access-controlled, and recorded — so the company and its counsel always know what was available, to whom, and when.
Branded, access-controlled rooms
One room per offering, in the issuer's name, with access set by the room type and by invitation.
Permissions per document
Each document has its own audience: everyone admitted, invited people only, counsel only, or internal review.
Versions and audit trail
A new upload under the same title becomes a new version. Every open and download is recorded against the version seen.
Communication records
Material-change notices, responses, questions and answers, and recorded meetings stay with the offering file.
A calm reading layout
Section navigation, the content, and a company snapshot side by side — with risk factors given their own legible reading mode.
Readable on any device
The same room stacks cleanly on a phone: overview, sections, content, then contacts.
Inside the room
The sections investors expect, in a sensible order.
Overview, company summary, the team, product, market, traction, documents, financial information, risk factors, questions and updates, and a way to contact the issuer. Every section is labelled as information provided by the issuer.
Risk factors, handled properly
- Easy to find in the section list — never styled as a warning or an obstacle
- Descriptive headings instead of dense legal blocks
- The full text always visible, printable and downloadable
- A route back to the overview and documents when the visitor finishes
Configured per exemption
Each room follows the rules of its offering type.
| Room | Who can see it | Public notice |
|---|---|---|
| Rule 506(b) invite room | Invite only | Never — invitation only |
| Rule 506(c) offering | Accredited, verified | Permitted, with legend |
| Regulation A test the waters | Indications only | Permitted, with legend |
| Rule 147A intrastate room | In-state sales | Permitted, with legend |
Offering types this software does not run
Separate services under their own terms and regulatory status. Neither is operated through this website.