01
Connect Google Drive
Cashpian copies relevant documents in — your Drive originals stay untouched — with full provenance and de-duplication.
Source · path · timestamp logged
From Google Drive — or file dump — to investor-ready in minutes
Your data room builds itself.
An investor-ready data room in minutes. Tuned to your stage, your deal, your sector.
Built for founders whose IP is the company: biotech, hardware, deep tech, and AI, where a leak isn't an inconvenience, it's existential.
Drive sync or drag-and-dropBuilt on AWSPrivate by default
Northwind Labs
Seed · 47 documents · synced 2m ago
Certificate of IncorporationMatched
IP Assignments1 missing
Cap TableMatched
Financials — last 2 yrsMatched
CIIA (employee IP)Matched
Board ConsentsNeeds review
Greylock opened Cap Table · 4m 12s · pages 1–3
Ready in 15 min Documents sorted & filed for you Zero Data Retention · Encrypted buckets
Know before they do
Know what's missing before an investor does.
Cashpian checks your room against the diligence list for your industry and stage and tells you exactly what's still needed — in plain language, with where to get it. You close the gaps on your schedule, not under deadline.
Ask the room
No need to dig. Just ask.
Whether you're a founder, investor, or counsel, Cashpian answers diligence questions in seconds, straight from the documents. No more hunting through PDFs or waiting for a lawyer to respond.
Founders
Know every clause you've signed without rereading a single PDF.
Investors
Diligence questions answered in seconds, straight from the documents.
Counsel
Hours of document review becomes one search.
01 / The scramble
Fundraising shouldn't start with a fire drill.
The moment an investor asks for your data room, the clock starts — and most founders lose weeks and thousands in legal fees assembling it by hand. Cashpian has it ready before the clock even starts.
3–6wks
average scramble to assemble a room
~$15K
in legal fees to organize a Series A room
68%
of failed deals cite disorganized docs
An investor just asked for your room?
Built for Series A and beyond, where IP and patent diligence runs deep — connect your Drive and have it ready tonight.
02 / How it works
From a Drive folder to a finished room.
Connect once. Cashpian keeps the vault organized and diligence-ready in the background — so the room is already built when someone asks.
02
Everything gets sorted and filed
Cashpian files every document by type and status and matches it to your diligence checklist — automatically.
Filed by type & status
03
See what's missing
See what's missing before an investor does. Every item carries a plain-language explanation of what it is and where to get it.
Know the gaps · close on your schedule
04
Share a controlled room
In one click the vault becomes a view-only room — watermarked, staged by sensitivity. Then see who opened what, when, and which page.
Progressive disclosure · page analytics
03 / What you get
Built for the way diligence actually happens.
Sorted and filed the moment you connect
Industry- and stage-specific diligence checklists. Every item explains what it is and where to get it — so you learn what a CIIA is before a lawyer asks for it.
A room you actually control
No downloads. Dynamic per-viewer watermarks. Progressive disclosure that reveals more as a deal firms up. The original file never leaves AWS.
Finally see who's serious
Page-level analytics: who viewed each document, when, for how long, and which pages. Stop chasing investors who never opened the room.
One vault, every room
The same organized vault becomes any room you need. Spin up an investor due-diligence room or a full M&A / acquisition room — staged for whoever's reading, in a single click.
Investor updates, drafted for you
Monthly and quarterly updates, written automatically. Cashpian turns your latest numbers and milestones into an investor update that's ready for you to review and send.
Private by default
Documents stored on AWS with KMS encryption. Everything is processed inside our private AWS environment under Zero Data Retention and a signed AWS BAA. Your documents are never used to train any model.
04 / Compared to what you'd use otherwise
A folder holds files. An empty room makes you fill it. Cashpian hands you the room, already built.
A Drive / Dropbox folder
Holds your files. Sorts nothing, flags nothing, controls nothing — and gets you judged before the first call.
A traditional data room (Datasite, iDeals)
A secure, empty room. You still decide what goes in, organize it by hand, and find the gaps yourself.
Cashpian
The room, already built. Sorted, gap-checked, and locked down. Point it at your Drive; it does the rest.
06 / Security & privacy
Your IP never leaves your control.
Confidentiality isn't a setting here. For founders whose IP is the company, it's the product.
The automation only works because the vault is sealed: Cashpian can point straight at your crown-jewel docs precisely because they never leave your tenant and never feed anyone's model.
The mechanism
Cashpian processes your documents inside our own AWS VPC, under Zero Data Retention and a signed AWS BAA — they're never retained and never used to train any model. Documents are encrypted at rest with KMS, moved over TLS 1.2+, kept in no public buckets, and every object access is written to a full audit log.
The contrast
Pasting a cap table, a patent draft, or a clinical protocol into a generic consumer tool means it can be retained — and possibly used for training. Cashpian is the opposite: a closed boundary you control, where the document never leaves your tenant and never feeds anyone's model.
We block downloads, right-click, and print — and we're candid that screen photography can't be fully prevented, which is why every page is dynamically watermarked to the viewer and tracked. Honesty about the edges is part of the product.
07 / Pricing
One company, one plan.
No bloated tiers, no per-seat math. Connect your Drive, see what's missing, and share a controlled room — for less than one hour of legal time.
From$199/ mo · per company · cancel anytimeor $1,999 / yr — 2 months free
Be diligence-ready before you need to be.
Connect Google Drive and see what's missing in under 15 minutes.