Investor portal for private companies

Yes. The free edition is called OwnersRoom Free. This edition includes the basic features that startups need in order to handle investor relations in a professional manner, including Investor Updates, Analytics, and a Document room. OwnersRoom Free does not include Premium features such as Cap Table, Access Control and Groups.

Getting OwnersRoom ready for launch should take no more than 30 minutes if you follow our general guidelines for getting started.

We recommend that you start simple and then gradually increase the content in your investor portal over time. This way you avoid overloading investors with information on day 1 while also ensuring a continuous stream of information going forward. This makes for a much better investor experience as opposed to providing all information at once followed by a long period with no information.

Note: if you want to import a very large cap table or document structure, we can help with this free of charge for customers on the Premium plan. Just email us your cap table or a zip-file containing the document structure, and we’ll import it for you.

OwnersRoom is an invite-only system, so only those individuals you choose to invite can access your investor portal. It is also easy to revoke someone’s access or delete any pending invitations. With both OwnersRoom Standard and Premium you can even group members and set different access levels to the material in your portal for the different groups.

Yes, you will be able to get a full export of all your data if you cancel the subscription. 

The cap table can be exported with a full changelog from the cap table module. All personal data stored about you on the platform can easily be exported via requesting a GDPR data takeout. We are constantly developing more export functionality, but in the meantime if you require exports of your documents, please get in touch with us and we can help you with this.

Yes. We take the security of our customer data very seriously and we are constantly working to improve our best practices and guard against any exposure of customer data.

You can read more about security here.

Yes. OwnersRoom has many users that are European citizens and is bound by the rights and regulations set forth in the GDPR. 

As the administrator of a company you are also responsible for handling personal data about your shareholders in a way that is compliant with the GDPR. OwnersRoom makes this easy by allowing your investors to have full transparency into the data your company is storing about them.