Virtual Data Room for Fundraising — PE, VC & Debt in India
Share financial models, business plans, and due diligence documents securely with PE, VC, and debt investors. Confiex helps you choose the right platform for your fundraising round.
Whether you are raising a seed round from angel investors, a Series B from venture capital funds, or debt from banks and NBFCs, a virtual data room gives you a professional, secure way to share your business plan, financial models, and due diligence documents with potential investors. Confiex helps Indian companies structure their fundraising data room and choose the right platform based on the round size, investor type, and complexity.
Fundraising Data Room Structure
A typical fundraising data room includes: financial statements and projections, business plan and strategy documents, cap table and shareholder information, legal documents (incorporation, contracts, IP assignments), team bios and organisational charts, customer and pipeline data, and market research. For early-stage rounds, a lighter setup may suffice. For growth equity or debt rounds with institutional investors, a more comprehensive data room with granular permissions and audit trails is essential.
Choosing the Right Platform for Fundraising
For early-stage VC rounds, FileLink may be sufficient for sharing a pitch deck and financial model with a few investors. For Series A and beyond, eDataRooms offers a self-serve fixed-fee option with collaboration tools. For large growth equity or debt rounds involving multiple institutional investors and extensive due diligence, Confiex Data Room provides enterprise-grade DRM and AI document analysis. Confiex helps you match the platform to the round — and you can upgrade as the deal progresses.
Investor Access Management
A key advantage of using a VDR for fundraising is controlled access. You can grant different investors access to different documents (e.g., share financials only with serious term sheet holders), track which documents each investor has reviewed, and revoke access if an investor passes on the round. Post-download DRM revocation — available on Confiex Data Room — ensures that documents downloaded by investors who do not invest can be remotely rendered inaccessible.
Which Platform Fits This Use Case?
Our recommendations aren't tied to which platform earns Confiex more — we match you to the right platform for your deal.
eDataRooms
Fixed-fee pricing and self-serve setup make it ideal for most fundraising rounds, with Excel collaboration for financial model review.
Confiex Data Room
For large growth equity or debt rounds with extensive due diligence, post-download DRM revocation protects your documents if an investor passes.
Need a VDR for Your Deal?
Our team will recommend the right platform and get your data room live within hours.