Prepare the information an investor expects.
Organize your company across 10 suggested areas, share documents with permissions and expiry, and understand how investors interact with the information.
- Company Overview04General infoStructure
- Financials03Financial modelRunway
- Legal & Corporate05IncorporationOperating Agreement
- Fundraising06Pitch deckSigned SAFEs
Documentation chaos also speaks for your company.
An investor doesn't only evaluate the business. They also evaluate the clarity with which the company presents its information.
Scattered documents, unclear names, duplicate versions and misconfigured permissions turn a simple review into something slow that raises more questions.
Order is part of your pitch too.
It's not a shared folder. It's a structure to present your company.
Every round generates documents. The problem isn't only storing them, but knowing which ones are missing, how to organize them and what access to give each person.
The documentation is organized around the areas an investor expects to find, with permissions, expiry and activity inside the same fundraising flow.
10 areas to prepare a complete review.
Vefy creates an initial structure and explains what information belongs in each area and why it may matter to an investor.
Company Overview
General information about the company, its structure and key data.
Team
Founders, key team members, roles and background.
Product
Product, technology, roadmap and intellectual property.
Market
Market, opportunity, segments and competition.
Traction & Metrics
Indicators, growth, users and operational evolution.
Financials
Financial model, revenue, costs, runway and projections.
Legal & Corporate
Incorporation, corporate documents, contracts and corporate standing.
Cap Table & Equity
Cap table, SAFEs, stock options and related instruments.
Fundraising
Pitch deck, round terms and investor documentation.
References & Customers
Customers, references, commercial contracts and external validation.
Know what's ready. And what's still missing.
Vefy shows how many areas of your dataroom already have documentation and which ones remain empty. You don't need to check folder by folder to know if you're ready to share it.
Overall indicator
See how many of the 10 areas already have documentation.
Status per folder
Immediately spot the empty areas.
Document counter
Understand which parts hold the most information and which need attention.
Adaptable structure
Rename folders, remove the ones that don't apply or create new ones for your company.
A dataroom shouldn't start empty and without instructions.
Share the information without losing control.
Invite each person by email and define how they can access the content.
View only
The guest can review the documentation without downloading it.
View and download
Allow file downloads when the operation requires it.
Access with expiry
Choose permanent access or set an expiration at 7, 30 or 90 days.
Limited to the invitee
Each guest only accesses the content shared with them.
Understand which documents were reviewed.
The dataroom logs accesses and shows recent activity so you can understand how the review is progressing.
Sharing is only the beginning. After that, you need to know what happened.
Executed contracts organize themselves.
When a SAFE is fully signed by both parties, Vefy adds it automatically to Signed Contracts. The document stays connected to the company, the investor and the process that generated it.
The contract doesn't end up lost in an email. It stays inside the round's history.
It supports the whole round.
Before you start
Identify what information you already have and what documentation you need to prepare.
While you talk to investors
Share an orderly, controlled version of your company.
During the review
Track accesses and answer requests without creating new folders or links.
After the signatures
Keep executed SAFEs and relevant documentation in the same history.
From scattered documents to an orderly review.
Start with a structure
Vefy creates 10 suggested areas to organize the information.
Fill in what applies
Upload files, create new folders or adapt the structure to your company.
Choose who accesses
Invite by email and define whether they can view or download.
Set for how long
Configure permanent access or an expiry of 7, 30 or 90 days.
Track the activity
Check recent accesses and movements.
Keep the history
Executed SAFEs are added automatically to Signed Contracts.
Part of the Fundraising Readiness Package.
The Dataroom is offered within the SAFE + Cap Table + Dataroom package. You can try it individually, but the paid plan is the fundraising readiness package.
- SAFE — unlimited YC-standard instruments with e-signature.
- Cap Table — ownership modeling, dilution scenarios and waterfall.
- Dataroom — 50GB of storage with granular sharing controls.
- Everything connected to the same company record.
What it includes and what it doesn't.
- Initial structure with 10 suggested folders
- Guidance on what to upload in each area
- Create, edit and delete folders
- Document upload per folder
- Overall preparation indicator
- Counter and status per folder
- Invitations by email
- View only and View and download permissions
- Expiry at 7, 30 or 90 days
- Access log and recent activity
- Signed Contracts connected to executed SAFEs
- Up to 50 GB of storage
- Financial, legal or tax due diligence
- Full review of each uploaded document
- Guarantee of investor approval
- Replacement of lawyers, accountants or auditors
- Automatic preparation of information the company doesn't yet have
- Evaluation or recommendation of the investment
It's not just storing files. It's keeping the context.
An isolated document is just a file. Inside Vefy, it can be related to a company, a round, an investor and an executed contract.
That lets you keep the history without reconstructing it months later from emails, folders and different versions.
An orderly round starts with orderly documents.
Prepare the information an investor expects to find, share it with control and keep the history inside Vefy.