Founders Investors Pricing Security Insights Templates Compare
Investor sign-in Start free →
Now in beta — USA & India

Run your fundraise in one system.
Review every deal in one workspace.

Dealix gives founders a secure, investor-ready data room with live engagement signals — and gives investors a private hub to save, compare, and collaborate on deals across Dealix rooms and external links.

+ Start free as a founder 🔒 Join investor beta →
See a sample room ↓
Free to start No credit card required Built for USA & India founders SOC 2 in progress
🔒 Secure room sharing 📊 Page-level engagement where supported 🔐 Investor notes private by architecture 📋 Audit-ready access history ⚙️ Retention controls

Most startup fundraises break in the same places.

Founders chase files instead of momentum.

Pitch decks, financial models, legal docs, customer proof, and follow-up answers get scattered across Drive folders, old rooms, email threads, and Notion pages.

Investors review deals in fragmented tools.

A deal shows up in DocSend, another in Notion, another in Drive, and private notes end up in spreadsheets, CRMs, docs, and Slack threads.

Nobody shares the same workflow.

One side is trying to present the business. The other side is trying to decide. Most tools only help one of them — and the process breaks in the middle.

Dealix gives both sides of the table a better system.

For founders

Build a room. Track what happens.

Turn scattered files into a clean, investor-ready room in minutes — and follow real engagement signals, not guesswork.

  • Start from a guided room structure
  • Upload or import documents
  • Share securely with expiration and download controls
  • See what investors actually engage with
  • Follow up with better context and real signal
For investors

Save any room. Keep everything private.

Open a Dealix room or import any external link. Save it to your private hub and keep notes your firm will never accidentally share with founders.

  • Open a Dealix room or import any external link
  • Save it to your firm workspace
  • Keep personal-private and firm-shared notes
  • Generate a memo draft and question list
  • Move deals through your pipeline

From messy files to investor-ready room

1

Answer the setup questions

Give Dealix the basics: what you do, your stage, and what you're raising.

2

Build or import your room

Upload files, connect Google Drive, or start from the generic startup template.

3

Share securely

Invite by email or send controlled links with expiry, allowlists, and download settings.

4

Track live engagement

See who returned, what they opened, and where interest is building in real time.

5

Follow up with signal

Use real room behavior to decide who to nudge and what to send next.

From any room link to a private deal record

1

Open a room or import a link

Dealix rooms, DocSend, Papermark, Notion, Drive — all in one place.

2

Save it to Hub

One click turns any link into an organized, private deal record in your firm workspace.

3

Keep private or firm-shared notes

Personal notes stay personal. Firm-shared notes stay within your team.

4

Generate a memo draft

AI drafts a starting memo and question list from what's in the room.

5

Move it through pipeline

Track deal stages from Inbox to Partner Review to Term Sheet across your whole firm.

Join investor beta →

Free during beta · Self-serve signup · No invite required

Not just a room. Not just a CRM.

Dealix is the layer between the founder workflow and the investor workflow. Both sides get a serious tool. Neither side sees what the other keeps private.

📁

Room creation & templates

Generic startup templates for pre-seed, seed, and Series A. Customize everything. No overthinking required.

📊

Page-level engagement

Where technically supported: per-page, per-slide, per-sheet analytics. Not just "opened" — actually useful signal.

🔒

Investor notes stay private

Personal-private and firm-shared scopes are isolated by design. Founders see engagement signals only.

🔗

External link imports

Investors can save any DocSend, Notion, Drive, or Papermark room into their hub — not just Dealix rooms.

🤖

AI across both sides

Founders get an AI summary and readiness score. Investors get memo drafting, risk summaries, and thesis fit.

👥

Firm-wide workspaces

Investors get a real team environment: roles, permissions, firm-shared notes, and co-investor collaboration.

📋

Founder light CRM

Tag investors, track status, see engagement overlays. Enough CRM to run a raise without drowning in tools.

📤

Controlled sharing

Expiry dates, email allowlists, download controls, and instant revoke — all per share link or invite.

📦

Audit & retention

Export audit trails, set retention policies, and give enterprise teams the controls they need at Series A.

Designed with founders and investor design partners

We're building Dealix with early-stage founders and investor teams who live inside real fundraising and diligence workflows — not generic file sharing.

Apply to be a design partner

Get better at fundraising before the room goes live.

Explore all insights →

Start with the room. Stay for the workflow.

If you're a founder, start free and build your first room.
If you're an investor, join beta and turn every room link into a cleaner review process.

Common questions

Both. Founders use Dealix to run fundraising rooms. Investors use Dealix to review, save, compare, and collaborate on deals privately.
No. Founders can see engagement signals — who visited, what they opened, when they returned. Investor notes, scores, and memos stay private by architecture.
No. Investor Hub is designed to support native Dealix rooms and external links from DocSend, Papermark, Notion, Google Drive, and any website.
No. Dealix is designed to feel excellent for pre-seed, seed, and Series A. We ship one generic startup template first, then expand.
Yes. Founders can control download settings per share link or invite. You can disable downloads for every room, not only special cases.
Yes. Launch focus is USA and India. The product is built for US-incorporated startups and India-based founders fundraising from global investors.