Automated Data Room
Stay diligence-ready with the Shoobx data room
We make due diligence easy — your automatic Data Room works behind-the-scenes to add important documents as they are completed.
This means that every time you make a change, the resulting docs are automatically collected and organized. Everything you need to stay fundraising-ready is all in one place, making the diligence scramble a thing of the past.
Trusted by companies that scale
Always be prepared for due diligence
Having a Data Room with all of your company’s relevant documents gives you a serious leg up when fundraising opportunities arise. Having all your documents in one place means that you can spend the time leading up to meetings with investors focusing on your pitch and strategy, rather than scrambling at the last minute to pull company materials together (and realizing that things are missing or not properly executed).
When you’re trying to raise funds for your company, do you really want to give anything less than your best first impression?
Here are some of the documents you’ll be expected to provide during diligence, all of which can be organized automatically in the Shoobx data room:
- Balance sheet and historical financial information
- Any securities that have already been issued (equity)
- Any debt holdings or business loans
- Any material business contracts (including contracts such as partnership agreements and property leases as well as client contracts/services agreements if applicable)
- Board and shareholder actions and meeting minutes
- Certificate of Incorporation and Bylaws
- HR details (including employment contracts, offer letters, benefits, salaries, directors and officers, and agreements related to Intellectual Property assignment/contribution and confidentiality)
- Documentation related to all shareholders’ or equity grant agreements (including stock incentive plans, vesting schedules and purchase agreements)
- Documentation related to debt or other types of financing
- Business plans, budgets or projections
- Documentation related to litigation and disputes concerning your company
- Documentation related to the company’s IP, such as patents, patent applications or trademark and copyright filings, if applicable
- Company policies and procedures (e.g., Privacy Policy or Website Terms of Use)
A Single, Reliable Source of Truth
Your cap table is always accurate with real-time data. Plus, it links directly to your secure and organized automated data room.
We do the work for you. While other solutions act like a dropbox where you need to organize your files— we know that’s not enough.
Our data room automatically organizes your files and notifies you of any missing documents.
One Place for All Stakeholders
All stakeholders can access what they need with customizable permissioning for access to equity data.
Employees have their own portal to review equity grants and documentation. Lawyers can easily access the cap table and grant documents in order to do a legal review.
There’s also diligence support for auditors and investors.
Next-Round Ready
Compliance is built into Shoobx, with workflows built with guardrails and clear guides in place to make sure you don’t miss any important steps.
Also, included in every subscription is a 409A valuation from our third-party industry-vetted partners.
You’ll also be ready for next-round fundraising with our automated equity financing, that includes a next-round planner with pro forma export.
“What sets Shoobx apart is the fact that my cap table, data room, and stock ledger are automatically updated when I grant shares. With absolutely no effort from me!”
– Mathieu Nouzareth, Co-founder & CEO, FreshPlanet
All your equity needs (and beyond) in one platform
With your cap table on Shoobx, you have access to our entire suite of equity management solutions. Our solutions provide a single source of truth for equity management, corporate governance, and diligence by automating the updates and organization of your data and documentation.
Automated Equity Financing
We’ve automated the financing process so you can save time and money when raising your next round.
Automated Data Room
Stay diligence-ready with the Shoobx automated data room.
409A Valuations
Get fast, accurate, and competitively-priced 409A valuations from our third-party industry-vetted partners.
HR Onboarding
Hire and manage employees easily with our HR Onboarding.
Scenario Modeling
Explore hypothetical scenarios including exit and dilutions, future rounds, and exports.
Expert Support
Our excellent guidance is always included — our team is ready to help you whenever you need.