RoundOS Data Room icon

RoundOS Data Room

RoundOS Data Room is a free branded data room for fundraising and diligence, with named links, page-level analytics, and access controls for sensitive documents.

RoundOS Data Room

Overview

RoundOS Data Room is a free branded data room for fundraising, diligence, and other sensitive deal workflows. It lets teams create a room, upload documents into sections, share tracked links by recipient, and monitor page-by-page engagement without charging for the room itself.

The product is built around access control and readability. Source pages describe NDA signing, watermarking, expiry, revoke, access groups, and version continuity, so teams can share investor decks, financial models, legal files, and other deal materials in a controlled room rather than a generic folder or file link.

Core capabilities

Branded data rooms

Create a branded room that presents documents as a navigable workspace rather than a loose folder of attachments. The room can use your company identity instead of RoundOS branding.

Named links and recipient-level tracking

Send a distinct tracked link to each recipient and see engagement at the person level. The product says every link is tied to one recipient, so opens are not anonymous.

Page-level analytics

Read page-by-page engagement inside each document, including what was viewed, what was skipped, and when someone returned for a second look. The launch page highlights page analytics as a core feature.

Access controls and confidentiality gates

Control access with NDA signing, expiry, revoke, groups, and file-level or section-level permissions. The source also mentions download rules and audit trails.

Version continuity

Replace a file without breaking the links already shared. The room keeps the same link live and serves the new version, which helps avoid stale decks or spreadsheets in circulation.

Separate room and operator workflows

Use the Data Room independently or together with Operator. The pricing page says the room stays free either way, while the paid Operator reads room engagement and turns it into follow-up work.

Common use cases

  • Investor deck sharing

    Share a pitch deck with investors using one tracked link per recipient, then review which pages held attention and who returned for a second look. This is the clearest fundraising workflow described in the source.

  • Secure diligence rooms

    Stage a full data room for diligence with financial models, cap tables, legal files, customer references, and related sections. The product is positioned for controlled access and version continuity during a live process.

  • Confidential board and internal sharing

    Use NDA signing, watermarking, expiry, and revoke controls when sharing sensitive board packs or other confidential materials. The source specifically mentions confidential sharing and board work as supported scenarios.

  • Live document versioning

    Replace a file after an update and keep the existing links live so recipients automatically reach the latest version. This helps when numbers change during fundraising or diligence.

  • Migration from older data-room tools

    Hand off investor materials quickly when switching from another data-room tool. The source says files can be dragged in, sections rebuilt, and new links sent without a long migration process.

Pros and Cons

Pros

  • Free data room features are available without a credit card, trial clock, or starter tier that hides analytics.
  • Recipient-level links and page analytics make it possible to see who engaged with specific materials.
  • Access controls include NDA signing, expiry, revoke, watermarking, and permission groups.
  • Version continuity keeps already-shared links working after a file replacement.
  • The product supports a clean branded presentation instead of a folder-style attachment dump.

Cons

  • The source only partially documents integrations, so it is unclear how the room connects with external tools beyond the native round workflow.
  • Free-room limits are described, but the product pages do not fully spell out every operational constraint or enterprise feature boundary.

FAQ

Is the Data Room really free forever?

Yes. The Data Room is described as free forever, with no credit card required, no trial clock, and no starter tier that locks analytics or branding. Rooms, tracked links, page-level analytics, and access controls are included in the free product.

What can I track in the room?

RoundOS says each link is tied to one recipient, so you can see who opened the room, which pages they viewed, what they skipped, and whether they came back for a second look. Activity is broken down to individual pages inside documents.

How do I set up or migrate a room?

The source pages describe setup as bulk-uploading files, placing them into sections, and sending tracked links. One page says a room can be live in minutes and another says a full switch from DocSend or Papermark can take about ten minutes.

Are there limits on the free room?

RoundOS says the room supports unlimited rooms, links, viewers, and teammates, with 2 GB per room. It also says the room includes full analytics from the first view.

Can I control access and confidentiality?

Yes. The room can require an NDA before entry, use watermarking, control access with groups and expiry, and revoke access when needed. The product also says recipients are told that the visit is logged before they open a file.

Quick Facts

Category
Data room / fundraising software
Primary users
Founders, deal teams, investors, and fund operators
Core workflow
Create a room, upload files into sections, share named links, and review page-level engagement
Pricing model
Free Data Room; paid Operator plans are separate
Source domain
roundos.ai
Notable controls
NDA, expiry, revoke, watermarking, access groups, version history