Dataroom

Legal documentation, in one place.

Vefy Dataroom is a simple space to store and organize the important documents of your startup, round or investment vehicle.

It doesn't replace a due diligence process. It doesn't try to be more complex than necessary. It's the place where key documentation stops being scattered.

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Dataroom · one source of truth18 docs
  • Legal04
    Incorporation
    Operating Agreement
  • Fundraising06
    Signed SAFEs
    Cap table
  • Corporate03
    Pitch deck
    Financial model
  • Investors05
    Investor updates
    Due diligence
What it is

A drive-like space, designed for investment processes.

Each round, SAFE, incorporation or SPV generates documents. Some are signed. Others are updated. Others simply have to be available when an investor, lawyer or stakeholder asks for them.

Vefy's Dataroom centralizes that documentation within the same environment where the operation is structured.

Problem

Documentation chaos also speaks for your company.

An investor doesn't only evaluate the business. They also evaluate the order with which the company operates.

When documents are spread across folders, emails, loose PDFs and different versions, the process becomes slower and less clear.

Documents

What you can store.

The Dataroom is designed to centralize legal, operational and fundraising documentation.

01Incorporation documents
02Operating Agreements
03Signed SAFEs
04Cap table
05Pitch deck
06Financial model
07Relevant contracts
08Tax documentation
09Investor updates
10Basic due diligence materials
Use cases

When to use it.

01

Before raising capital

To have ready the documentation an investor may request before moving forward.

02

During a SAFE round

To store the documents generated, signed and tied to the round.

03

During an SPV

To centralize documents of the vehicle, investors, signatures and operation.

04

After closing

To keep an orderly record of what was signed, shared and documented.

How it works

Simple by design.

01

You upload documents

You store the relevant files of the company, round or vehicle.

02

You organize them by category

You keep legal, financial, corporate and investment documents separate.

03

You keep them inside Vefy

The documentation stays connected to the process you're operating.

04

You share when it applies

When applicable, you use the organized documentation to support the fundraising or investment process.

Package

Part of the Fundraising Readiness Package.

Dataroom is part of the SAFE + Cap Table + Dataroom package. It's a simple layer so the founder doesn't have to look for critical documents when the round is already in motion.

SAFE + Cap Table Management + Dataroom, as a fundraising readiness package.

Limited-time offerUSD 20per month · reference
Scope

What it includes and what it doesn't.

Includes
  • Centralized document storage
  • Organization of legal and fundraising documentation
  • Space for incorporation, SAFEs, cap table, deck, contracts and related materials
  • Support to share documentation when applicable
  • Integration with the SAFE + Cap Table + Dataroom package
Not included by default
  • Financial, legal or tax due diligence
  • Legal review of each uploaded document
  • Guarantee of investor approval
  • Replacement of auditors, lawyers, accountants or investment committees
  • Advanced permissions, access logs, download control or versioning, unless defined as part of the product scope
Difference

It's not just storing files. It's keeping the context.

A loose document in a folder loses context. A document inside Vefy lives near the SAFE, the cap table, the SPV or the process that generated it.

That's the difference: fewer lost documents, fewer versions floating around, more clarity to move forward.

Documentary order

An orderly round starts with orderly documents.

Centralize the key documentation of your company or vehicle inside Vefy.

Create dataroom
Frequently asked questions

FAQ.