What is Cashpian?
Cashpian is a gated, watermarked data room for biotech, deep tech, hardware, and AI companies whose files and IP are proprietary.
Founders upload the packet; viewers get a view-only link, logged page by page.
Independent sponsors and search funders use it to send one acquisition to equity investors. Emerging fund managers use it to share a Fund I or Fund II with LPs.
Boutique M&A advisors use it to run one sell-side room per deal, with one audience per buyer.
Business brokers use it to open one room per listing, with the NDA signed at the door before the CIM.
Buyers financing a small-business purchase with an SBA 7(a) loan use it to keep the lender’s checklist and share the package with the lender, CPA and attorney, each seeing only their part.
RIA and wealth-management firms selling or merging use it to give each bidding acquirer its own view, with client data redacted until the late stage.
Independent insurance agency owners use it to sell to aggregators, with one audience per bidder and the book of business shared in stages.
Veterinary practice owners use it to sell to corporate groups and private equity platforms, with one audience per buyer.
Energy developers use it to sell or finance a battery storage, solar or carbon project, with one audience per bidder or investor.
Owners getting ready to sell use it months before hiring an advisor, checking their files against a buyer’s request list with their CFO as a teammate.
Sellers with a sell-side quality of earnings report use it to share the report and its support with buyers and lenders under NDA, with the CPA as a teammate.
It also holds data-center land packets at Stage 1-3.
It is not a listing site, not a grid map, and not a queue broker.
Cashpian (definition). A gated room for a confidential packet, where the files are the company.
The land grade is a use of that room. It is not the company.
Who is Cashpian for?
A founder whose files are the company: biotech, deep tech, hardware, and AI, before a raise, a partnership, or a sale. An independent sponsor or search funder raising equity for one deal. A boutique M&A advisor running a sell-side process. A business broker selling a Main Street business. A buyer financing a small-business purchase with an SBA 7(a) loan. An RIA or wealth-management firm being sold or merged. An independent insurance agency selling to an aggregator. A veterinary practice selling to a corporate group. An energy developer selling or financing a storage, solar or carbon project. An owner getting a company ready for a sale. A seller sharing a sell-side quality of earnings report. An emerging fund manager raising a Fund I or Fund II from LPs. Also a sponsor with a Stage 1-3 data-center land packet.
| Field | Answer |
|---|---|
| Product | A gated, watermarked, view-only data room. |
| Company | Cashpian. |
| Site | cashpian.com. |
| Who it is for | A founder whose files are the company. An independent sponsor or search funder raising deal equity. A boutique M&A advisor running a sell-side deal. A business broker selling a Main Street business. A buyer assembling an SBA 7(a) lender package. An RIA or wealth-management firm being sold or merged. An independent insurance agency selling to an aggregator. A veterinary practice selling to a corporate group. An energy developer selling or financing a storage, solar or carbon project. An owner getting a company ready for a sale. A seller sharing a sell-side quality of earnings report. An emerging fund manager raising from LPs. A sponsor with a Stage 1-3 land packet. |
| Who it is not for | A land listing shopper, a GIS user, a queue broker, a bank running a 10,000-file Datasite. |
One company, one plan. See pricing.
One product, several uses
The room is the same. The packet is not. Confidential IP comes first. Deal equity, sell-side deals, fund raises, and data-center land are uses, not the definition.
| Use | What goes in the room | What Cashpian is not |
|---|---|---|
| Confidential IP (biotech, deep tech, hardware, AI) | The files that are the company. View-only, watermarked, logged. | DocSend. A shared Drive folder. |
| Deal equity (independent sponsors, search funders) | One acquisition: CIM, quality of earnings, LOI, model, investment memo. An NDA at the door, one audience per investor. | An investor portal. An SPV platform. It does not take subscriptions or move money. |
| Sell-side deals (boutique M&A advisors, business brokers) | One company sale per room: CIM, financials, quality of earnings, contracts. An NDA at the door, one audience per buyer; one buyer cannot read another buyer's Q&A. | A deal CRM. A buyer marketplace. It does not find or market to buyers. |
| RIA and wealth-management M&A (book sales, aggregator deals) | Form ADV, AUM and revenue by household, fee schedules, advisor agreements. One audience per bidder; client names redacted until the late stage. | An M&A advisor or a succession marketplace. It makes no regulatory compliance claim. |
| Sell-side quality of earnings (a seller sharing the report) | The QoE report view-only and watermarked, its support beside it, one audience per bidder or lender. The CPA answers questions as a teammate. | A CPA client portal or a collection tool. It does not produce or certify a QoE. |
| Sale readiness (an owner preparing before hiring an advisor) | A buyer's due-diligence request list as the room's checklist, with a readiness count. The CFO or exit planner joins as a teammate. | A readiness score, a valuation, or a multi-client workspace for an adviser. |
| Energy project sales and financings (battery storage, solar, carbon) | Site control, interconnection studies, permits, PPAs, EPC contracts, the model, tax-credit documents. One audience per bidder or investor. | A project marketplace or a GIS share. It does not hold KMZ, shapefile or CAD files. |
| Practice roll-ups (veterinary practices selling to corporate groups) | Production and collections by doctor, revenue mix, equipment list, lease, associate agreements. One audience per buyer. | A practice broker or the buyer's own portal. It makes no HIPAA claim and signs no BAA. |
| Insurance agency M&A (sales to aggregators and PE-backed platforms) | Book of business by line and carrier, commission statements, carrier contracts, AMS exports, producer agreements. One audience per bidder. | An M&A advisor or the aggregator's own portal. It does not connect to an agency management system. |
| Buy-side lender package (SBA 7(a) acquisition buyers) | The lender's checklist as the room's checklist: tax returns, financials, LOI, purchase agreement, personal financial statement. One audience each for the lender, CPA and attorney. | A lender, a loan marketplace, or the lender's own portal. It does not fill or e-sign SBA forms. |
| Fund raise (emerging managers, Fund I and Fund II) | The PPM, LPA, track record, and DDQ answers. An NDA at the door, one audience per LP, Q&A in the room. | A fund administrator or LP portal. No subscription documents, capital calls, or K-1s. |
| Data-center land, Stage 1-3 | Option, queue paper, studies. The room labels queued vs will-serve vs IA vs permitted behind-the-meter. | LandGate. LoopNet. A queue broker. |
For a biotech raise, the packet is what should be in a biotech fundraising data room. The deck versus that packet is DocSend vs a data room for biotech.
Is Cashpian only for data-center land?
No. Biotech, deep tech, hardware, and AI come first, where the data and IP are proprietary. Data-center land packets at Stage 1-3 are a use of the same room.
What Cashpian does not do
The public site already states the confidentiality claims. They are not slogans invented for this page: sealed AWS environment, the model is not trained on the files, watermarked to the viewer. That is not a compliance badge, and it is not attorney-client privilege. Nobody can stop a phone camera. That is why the watermark exists.
| Them | What they do | Cashpian |
|---|---|---|
| LandGate / Acres | Map score, GIS, parcel screening. | No. Not a grid map. |
| LandApp / LoopNet | Listings. | No. Not a listing portal. |
| Datasite / Intralinks | Bank-style Stage 5 VDR. | No. Not a 10,000-file Datasite. |
| PoweredLand USA | Land originator. | No. Does not sell land. |
| DocSend | A tracked link on a shared folder. | No. The room is gated and view-only. |
| Google Drive / Dropbox / Box | The company's working files, shared by link or folder. | No. A gated room for outsiders, opened from those files, short of a Datasite. |
Cashpian does not sell land. It does not transfer queue positions. It does not file interconnection. The land adjacency is LandGate vs a data room for data center land.
FAQ
How does a Cashpian data room work?
Cashpian is a gated, watermarked data room for companies whose files and IP are proprietary.
Founders upload the packet. Viewers get a view-only link, logged page by page.
Is Cashpian only for data-center land?
No.
Biotech, deep tech, hardware, and AI come first.
Data-center land packets at Stage 1-3 are a use of the same room.
Who is Cashpian for?
A founder whose files are the company, before a raise, a partnership, or a sale.
An independent sponsor or search funder sending one acquisition to equity investors.
A boutique M&A advisor running one sell-side room per deal.
A business broker running one room per listing, with the NDA signed at the door.
A buyer financing a small-business purchase with an SBA 7(a) loan, sharing the lender package with the lender, CPA and attorney.
An RIA or wealth-management firm being sold or merged, with one audience per bidding acquirer.
An independent insurance agency selling to an aggregator, with the book of business shared in stages.
A veterinary practice selling to a corporate group or private equity platform, with one audience per buyer.
An energy developer selling or financing a battery storage, solar or carbon project, with one audience per bidder or investor.
An owner getting a company ready for a sale before hiring an advisor, with a fractional CFO or exit planner as a teammate.
A seller sharing a sell-side quality of earnings report with buyers and lenders under NDA, with the CPA as a teammate.
An emerging fund manager sharing a Fund I or Fund II with LPs.
Also a sponsor with a Stage 1-3 data-center land packet.
How is Cashpian priced?
$100 / mo, or $1,000 / yr paid yearly, per company.
Unlimited rooms, viewers and documents. No per-seat pricing.
Does Cashpian sell land?
No.
Does Cashpian transfer queue positions?
No.
Does Cashpian train on my files?
No.
The model is not trained on the files.
They stay in the room.
Data-center land packets live on data centers.
Cashpian is a gated room for a confidential packet. It is not a listing portal. It does not sell land or transfer queue positions.