Fundraising, organized and automated.

InvestiaFlow combines CRM and data room functionality. While DocSend focuses on document sharing, we provide a complete fundraising pipeline with stage-based permissions, automations, and investor tracking—all in one platform.

Yes. You set per-document permissions based on pipeline stages. When an investor moves to a new stage, they automatically get access to the documents configured for that stage. You can also add delays before sharing.

Investors receive an email with a link to their portal. They enter their email and receive a 6-digit verification code—no password needed. Once logged in, they see only the documents you've shared based on their current pipeline stage.

Yes. When configuring automations, you can set a delay in days before documents are shared or emails are sent. For example, share financials 3 days after an investor enters Due Diligence.

Not required. InvestiaFlow is a complete solution with built-in CRM, data room, automations, and email. However, CSV export is available for data analysis in external tools if needed.

Yes. Invite team members with roles: Viewer (read-only), Editor (manage leads and documents), Admin (team management and branding), or Owner (full control). Team collaboration is included in the Pro plan.

Yes. Every view and download is tracked and displayed in the investor's profile. You'll receive in-app notifications when investors interact with documents, so you know when to follow up.

InvestiaFlow includes default stages: Target, First Contact, In Conversation, Pitch Shared, Due Diligence, Term Sheet, Committed, and Passed. You can customize these stages to match your fundraising process.