XevyoFinance & investors · Investor data room
A virtual data room with AI investor relations built in
Xevyo runs your investor data room from the company side: documents with a confidentiality level for every passage, investors who move up only when you say so, and forecasts calculated by fixed formulas, never by the AI.
Four steps from documents to investors
- 01
Add documents.
Upload PDF, Word and PowerPoint files.
- 02
Review them.
Set a confidentiality level for each passage, and hide, show, publish or unpublish any part. Run a consistency check.
- 03
Go live.
Open the data room to the investors you invite.
- 04
Manage investors.
Invite by one-time email link, re-invite or block, and read and reply to each investor's messages.
A secure data room with three access levels
Every investor starts at Public. They move to NDA, then Deep diligence, only when your company records a signed agreement; investors can't ask to move themselves up. You upload your NDA, and investors download and accept it.
Virtual data rooms for due diligence, with numbers you can defend
The data room keeps a base set of financial numbers, and forecasts are calculated from them by fixed formulas, never by the AI. You can also link outside data sources that the AI may quote, so what investors see stays tied to your real figures.
FAQ
Questions, answered.
What is a virtual data room?
A virtual data room is a secure online folder of documents for investors, used during fundraising and due diligence. Xevyo's investor data room adds access levels, NDA handling and investor messages on top.
How do investors get deeper access?
Only through you. Investors move from Public to NDA to Deep diligence when your company records a signed agreement.
Does the AI calculate our forecasts?
No. Forecasts are calculated by fixed formulas from your base numbers, never by the AI.
Who is the investor data room for?
Founders and finance teams preparing a raise or managing investor relations, and any company that needs a data room for due diligence.