
Boundeal VDR is useful for preparing investor-facing documents in a secure and organized way. For fundraising, we need to share financial files, product information, business plans, and market materials without giving everyone the same level of access. Permission Groups help separate investors, advisors, founders, and legal participants. I also like the AI assistant because it helps move through large sets of documents faster. Review collected by and hosted on G2.com.
The platform works well for our workflow. What I would add is more startup-focused templates, for example investor data room structure, fundraising checklist, and suggested folders for financial, legal, product, and market documents. This would be helpful for teams preparing their first investor review process. Review collected by and hosted on G2.com.