Fundraising data rooms

PEARonline’s Distribution Lists let you group documents the way you want, so you can quickly and simply give LPs access to new information as they progress through the due diligence process.

Grant access to multiple documents with a few clicks, from your desk or your iPad on the road, as an LP starts to prepare a final investment recommendation or to review the fund’s LPA.

Folders in traditional data rooms force you to impose a one-dimensional structure on your documents. You have to decide, for example, if you want to organize portfolio company profiles by country, industry sector, or fund.

In contrast, PEARonline gives LPs the power to filter documents the way they want. Finding all of the Fund III portfolio companies in France and Italy that are consumer-related and realized is no problem.

We’ll never tell you not to worry about document security at all, but PEARonline features built-in NDAs and document watermarking.

If you include an NDA, it must be accepted before an LP can see the fund. Most PDFs can be watermarked with the LP’s name, email and IP addresses, as well as the time the document was downloaded.

And any restrictions you place on a PDF - password, print or copy controls - flow straight through PEARonline.

Sometimes emails get stuck in spam filters, or lost in chaotic inboxes.

PEARonline’s detailed activity reports let you check which LPs have accessed a document, so you can focus on chasing the ones that haven’t. Reporting is flexible, so you can look at activity by one contact, everyone at an organization, or by document.

You can even run a report covering the previous seven days ahead of your weekly fundraising review meeting.

If you’re emailing fundraising documents to LPs, there is the perpetual concern that a document has been updated since you last checked.

PEARonline gives you a central repository of the latest documents, ensuring that everyone from GP to placement agent releases the right version.

Fundraising is always a fraught process.

If you’re using a data room with pricing tiers based on the number of LPs invited, just one more contact can trigger a new bill in the hundreds or thousands of dollars.

PEARonline offers fixed prices subject to generous fair use limits – our least-expensive data rooms let you include 1,000 LPs – so you know what the costs will be.