Investment
Communications,
Reimagined.
Investment
Communications,
Reimagined.
The AI platform designed to increase engagement with investors, through secure data sharing.
The AI platform designed to increase engagement with investors, through secure data sharing.
The AI platform to streamline investment communications
The AI platform to streamline investment communications
The AI platform to streamline investment communications
Structure deals, data rooms and memos for enhanced engagement. Create a sharable and secure AI chat in seconds.
Structure deals, data rooms and memos for enhanced engagement. Create a sharable and secure AI chat in seconds.
Reports
Deal Memos
Data Rooms
Budgets
Private Documents
Policies & Handbooks
Proposals
Contracts
Compliance
Strategies
The central nervous system for your fund.
Instantly searchable and digestible. Pull up the exact information you need. Anywhere. Anytime.
Instantly searchable and digestible. Pull up the exact information you need. Anywhere. Anytime.
Organized and instantly accessible.
Stakeholders can engage with your fund's data, benchmark against their own files, and provide feedback.
Foster real time collaboration and transparency. No more static documents and data rooms.
Foster real time collaboration and transparency. No more static documents and data rooms.
Your own custom GPT to communicate and share private data.
Collect and compare external documents against your shared data.
Collect and compare external documents against your shared data.
Gain insights from your audience, ranging from sentiment analysis to questioning trends.
Gain insights from your audience, ranging from sentiment analysis to questioning trends.
Understand what people care most about your data, simply by asking.
Whitelabel
Share Loop
File Library
File Processed
Drag and drop to upload file
Whitelabel
Share Loop
File Library
Drag and drop to upload file
Share Internally and Externally
Share your enterprise data with any organization securely.
Share your enterprise data with any organization securely.
Dropbox for the AI age.
Collaborate and
tell a story
Enable organizations to question data for their needs.
Enable organizations to question data for their needs.
Think your own Custom GPT to communicate and share private data.
Advanced
Analytics
Analytics on how organizations are interacting with your data.
Analytics on how organizations are interacting with your data.
Understand what people care most about your data, simply by asking.
Whitelabel
Share Loop
File Library
Drag and drop to upload file
Whitelabel
Share Loop
File Library
Drag and drop to upload file
Tailored for Investment Communications
Tailored for Investment
Communications
Consistent and Personalized Communications
Consistent and Personalized Communications
Effortlessly keep investors and stakeholders informed with tailored communications, saving time and resources while managing diverse interests across multiple funds.
Effortlessly keep investors and stakeholders informed with tailored communications, saving time and resources while managing diverse interests across multiple funds.
Reducing Information and Reporting Overload
Reducing Information and Reporting Overload
Providing the right amount of information without overwhelming or under-informing, is a delicate balance. Use Whitelabel to accurately and effectively report performance data to investors and LP's.
Providing the right amount of information without overwhelming or under-informing, is a delicate balance. Use Whitelabel to accurately and effectively report performance data to investors and LP's.
Complete Confidence and Security
Complete Confidence and Security
Ensuring that sensitive information remains confidential and is communicated securely is paramount. Whitelabel allows stakeholders to privately question shared data.
Ensuring that sensitive information remains confidential and is communicated securely is paramount. Whitelabel allows stakeholders to privately question shared data.
Tailored for Investment Communications
Consistent and Personalized Communications
Effortlessly keep investors and stakeholders informed with tailored communications, saving time and resources while managing diverse interests across multiple funds.
Reducing Information and Reporting Overload
Providing the right amount of information without overwhelming or under-informing, is a delicate balance. Use Whitelabel to accurately and effectively report performance data to investors and LP's.
Complete Confidence and Security
Ensuring that sensitive information remains confidential and is communicated securely is paramount. Whitelabel allows stakeholders to privately question shared data.
Tailored for Investment Communications
Consistent and Personalized Communications
Effortlessly keep investors and stakeholders informed with tailored communications, saving time and resources while managing diverse interests across multiple funds.
Reducing Information and Reporting Overload
Providing the right amount of information without overwhelming or under-informing, is a delicate balance. Use Whitelabel to accurately and effectively report performance data to investors and LP's.
Complete Confidence and Security
Ensuring that sensitive information remains confidential and is communicated securely is paramount. Whitelabel allows stakeholders to privately question shared data.
Immediately Enhanced Communications.
Easily manage, share and question files with our secure platform—ideal for teams and organizations.
Secure File Vault
Upload your files to your own secure vault, pick and choose who has access and where they are shared.
Secure File Vault
Upload your files to your own secure vault, pick and choose who has access and where they are shared.
Create a White-Labeled AI Chat
Your own brand AI, set up in minutes. Share internally and externally for advanced questioning and insights.
Create a White-Labeled AI Chat
Your own brand AI, set up in minutes. Share internally and externally for advanced questioning and insights.
Ask Your Files Anything
Question your files immediately, and allow external users to upload their own data to get a holistic picture.
Ask Your Files Anything
Question your files immediately, and allow external users to upload their own data to get a holistic picture.
Generate Something New
Generate brand new insights using private data shared securely between organizations.
Generate Something New
Generate brand new insights using private data shared securely between organizations.
Advanced Insights
Understanding how your audience is engaging with your data.
Advanced Insights
Understanding how your audience is engaging with your data.
Advanced Prompt Generation
We smart-tag your files and generate relevant questions for your target audience to ask.
Advanced Prompt Generation
We smart-tag your files and generate relevant questions for your target audience to ask.
Immediately Enhanced
Communications
Easily manage, track, and share files with our secure app—ideal for individuals and teams.
Workspaces
Workspaces
Compartmentalize your data into independent databases for specific projects that require an extra layer of security. Implement access control and the ability to immediately revoke access to shared links.
Bold Ventures
Switch Organization
BV: Angel Seed Fund
23 Users · 14 Loops
BV: CastleSky Feeder Deal
12 Users · 10 Loops
Bold Ventures
Switch Organization
Trained Ecosystems
Trained Ecosystems
Based on your role or organization type, access ecosystems of best-practice templates we've trained on data rooms and deal memos. Question your data against these ecosystems to achieve the gold standard response.
Select an Ecosystem
Venture Capital
Nonprofits and Government
Customer Service
Consistent and Personalized Communications
Effortlessly keep investors and stakeholders informed with tailored communications, saving time and resources while managing diverse interests across multiple funds.
Reducing Information and Reporting Overload
Providing the right amount of information without overwhelming or under-informing, is a delicate balance. Use Whitelabel to accurately and effectively report performance data to investors and LP's.
Complete Confidence and Security
Ensuring that sensitive information remains confidential and is communicated securely is paramount. Whitelabel allows stakeholders to privately question shared data.
Tailored for Investment Communications
Consistent and Personalized Communications
Effortlessly keep investors and stakeholders informed with tailored communications, saving time and resources while managing diverse interests across multiple funds.
Reducing Information and Reporting Overload
Providing the right amount of information without overwhelming or under-informing, is a delicate balance. Use Whitelabel to accurately and effectively report performance data to investors and LP's.
Complete Confidence and Security
Ensuring that sensitive information remains confidential and is communicated securely is paramount. Whitelabel allows stakeholders to privately question shared data.
Immediately Enhanced Communications.
Immediately Enhanced
Communications
Easily manage, share and question files with our secure platform—ideal for teams and organizations.
Easily manage, share and question files with our secure platform—ideal for teams and organizations.
Secure File Vault
Upload your files to your own secure vault, pick and choose who has access and where they are shared.
Secure File Vault
Upload your files to your own secure vault, pick and choose who has access and where they are shared.
Create a White-Labeled AI Chat
Your own brand AI, set up in minutes. Share internally and externally for advanced questioning and insights.
Create a White-Labeled AI Chat
Your own brand AI, set up in minutes. Share internally and externally for advanced questioning and insights.
Ask Your Files Anything
Question your files immediately, and allow external users to upload their own data to get a holistic picture.
Ask Your Files Anything
Question your files immediately, and allow external users to upload their own data to get a holistic picture.
Generate Something New
Generate brand new insights using private data shared securely between organizations.
Generate Something New
Generate brand new insights using private data shared securely between organizations.
Advanced Insights
Understanding how your audience is engaging with your data.
Advanced Insights
Understanding how your audience is engaging with your data.
Advanced Prompt Generation
We smart-tag your files and generate relevant questions for your target audience to ask.
Advanced Prompt Generation
We smart-tag your files and generate relevant questions for your target audience to ask.
Workspaces
Workspaces
Compartmentalize your data into independent databases for specific projects that require an extra layer of security. Implement access control and the ability to immediately revoke access to shared links.
Compartmentalize your data into independent databases for specific projects that require an extra layer of security. Implement access control and the ability to immediately revoke access to shared links.
Bold Ventures
Switch Organization
Switch Organization
BV: Angel Seed Fund
23 Users · 14 Loops
BV: CastleSky Feeder Deal
12 Users · 10 Loops
Bold Ventures
Switch Organization
Trained Ecosystems
Trained Ecosystems
Based on your role or organization type, access ecosystems of best-practice templates we've trained on data rooms and deal memos. Question your data against these ecosystems to achieve the gold standard response.
Based on your role or organization type, access ecosystems of best-practice templates we've trained on data rooms and deal memos. Question your data against these ecosystems to achieve the gold standard response.
Select an Ecosystem
Venture Capital
Nonprofits and Government
Customer Service
Security First.
SOC 2
We're undergoing an audit for SOC 2 compliance. Our system is designed to keep our customers’ sensitive and private data secure.
We're undergoing an audit for SOC 2 compliance. Our system is designed to keep our customers’ sensitive and private data secure.
We're undergoing an audit for SOC 2 compliance. Our system is designed to keep our customers’ sensitive and private data secure.
Enterprise Security
We encrypt data in-transit with SSL. All data at-rest is secured using best in class encryption.
We encrypt data in-transit with SSL. All data at-rest is secured using best in class encryption.
We encrypt data in-transit with SSL. All data at-rest is secured using best in class encryption.
Private Data
Your private data is stored securely on servers within the United States, with full control over who see's what.
Your private data is stored securely on servers within the United States, with full control over who see's what.
Your private data is stored securely on servers within the United States, with full control over who see's what.
No Training
We never train our AI on your private data, so you can be assured that it stays private.
We never train our AI on your private data, so you can be assured that it stays private.
We never train our AI on your private data, so you can be assured that it stays private.
Choose a Plan.
Choose a Plan.
Choose a Plan.
Choose the plan that fits you best. No hidden fees. Straightforward options for everyone.
Choose the plan that fits you best. No hidden fees. Straightforward options for everyone.
Monthly billing
Annual Billing
Share
Upload your data securely to a personally branded AI Agent, embed the link or share externally.
$49
/month
$150
/month
Upload your up to three files
Basic sharing options
White-labeled, branded AI
Solo
Access to your own document library, share multiple loops, and analyze communications.
$449
/month
$2699
/year
Everything on Personal Plan
External AI conversational agent for internal to external comms.
A secure AI Vault to upload documents to generate multiple Loops
Advance
All features in Connect with added premium analytics, sector data and benchmarking, more.
Get in touch
Get in Touch
Everything on Pro Plan
API integrations and advanced unstructured database provided for many formats.
Unlimited loops reach multiple audiences
Price is based on annual purchases and contracts of 2+ years, licenses subject to annual inflation and additional value from new feature development
Fair usage applies see our fair usage policy, additional token usage of $0.02 per message additional storage at $5 a month per +1m characters.
Monthly billing
Annual Billing
Share
Upload your data securely to a personally branded AI Agent, embed the link or share externally.
$49
/month
$150
/month
Upload your up to three files
Basic sharing options
White-labeled, branded AI
Solo
Access to your own document library, share multiple loops, and analyze communications.
$449
/month
$2699
/year
Everything on Personal Plan
External AI conversational agent for internal to external comms.
A secure AI Vault to upload documents to generate multiple Loops
Advance
All features in Connect with added premium analytics, sector data and benchmarking, more.
Get in touch
Get in Touch
Everything on Pro Plan
API integrations and advanced unstructured database provided for many formats.
Unlimited loops reach multiple audiences
Price is based on annual purchases and contracts of 2+ years, licenses subject to annual inflation and additional value from new feature development
Fair usage applies see our fair usage policy, additional token usage of $0.02 per message additional storage at $5 a month per +1m characters.
Monthly billing
Annual Billing
Share
Upload your data securely to a personally branded AI Agent, embed the link or share externally.
$49
/month
$150
/month
Upload your up to three files
Basic sharing options
White-labeled, branded AI
Solo
Access to your own document library, share multiple loops, and analyze communications.
$449
/month
$2699
/year
All on Personal Plan
External AI conversational agent for internal to external comms.
A secure AI Vault to upload documents to generate multiple Loops
Advance
All features in Share and Connect with added premium analytics, sector data and benchmarking and more
Get in touch
Get in Touch
All on Pro Plan
API integrations and advanced unstructured database provided for many formats.
Unlimited loops reach multiple audiences
Price is based on annual purchases and contracts of 2+ years, licenses subject to annual inflation and additional value from new feature development
Fair usage applies see our fair usage policy, additional token usage of $0.02 per message additional storage at $5 a month per +1m characters.
Stay in the Loop.
Learn about our latest releases, and our industry insights from our blog
Learn about our latest releases, and our industry insights from our blog
Easily manage, track, and share files with our secure app—ideal for individuals and teams.
What our customers say.
What our
customers say
Whitelabel has impacted organizations across multiple industries.
Whitelabel has impacted organizations across multiple industries.
"We don’t operate in the front-end space and the unique UI/UX and prompt flexibility are valuable additions for end-to-end application as we prepare the vector database for our clients."
CRO
Global enterprise tech platform
“A personal approach to sharing particular topics to our donor base for retention and even our global teams when building out new projects from past efforts and insights”
CMO
Global Charity
"We have the ability to source and select extensive investment data feedback for an ESG LP, building transparency and regularly monitoring the vehicle's outcomes.”
Managing Director
Investment & Asset Management Group
“From the finance team to marketing, right to the factory floor - our client’s teams have been engaging with how our digital transformation roadmap will affect them in their departments - it certainly beats a PDF report that no-one reads”
Bobby Idogho
CEO, Radically Digital
“I used to create individual reports for LPs (investors) for every investment - it took our team forever. I did the same for prospective investors. Now I just select the data and share it via White Label”
Brandon Allen
Co-Founder
“We had 40 cities developing and delivering strategies in isolation. We now have a tool where we can compare and contrast what we are doing to other cities and build stronger partnerships."
Stefan Teisano
Secretary General
“This is a neat secure way of allowing our prospective investors and clients to navigate and review documents, while we learn from their interactions to improve execution”
Zach Alexander
Head of Operations
"We don’t operate in the front-end space and the unique UI/UX and prompt flexibility are valuable additions for end-to-end application as we prepare the vector database for our clients."
CRO
Global enterprise tech platform
“A personal approach to sharing particular topics to our donor base for retention and even our global teams when building out new projects from past efforts and insights”
CMO
Global Charity
"We have the ability to source and select extensive investment data feedback for an ESG LP, building transparency and regularly monitoring the vehicle's outcomes.”
Managing Director
Investment & Asset Management Group
“From the finance team to marketing, right to the factory floor - our client’s teams have been engaging with how our digital transformation roadmap will affect them in their departments - it certainly beats a PDF report that no-one reads”
Bobby Idogho
CEO, Radically Digital
“I used to create individual reports for LPs (investors) for every investment - it took our team forever. I did the same for prospective investors. Now I just select the data and share it via White Label”
Brandon Allen
Co-Founder
“We had 40 cities developing and delivering strategies in isolation. We now have a tool where we can compare and contrast what we are doing to other cities and build stronger partnerships."
Stefan Teisano
Secretary General
“This is a neat secure way of allowing our prospective investors and clients to navigate and review documents, while we learn from their interactions to improve execution”
Zach Alexander
Head of Operations
"We don’t operate in the front-end space and the unique UI/UX and prompt flexibility are valuable additions for end-to-end application as we prepare the vector database for our clients."
CRO
Global enterprise tech platform
“A personal approach to sharing particular topics to our donor base for retention and even our global teams when building out new projects from past efforts and insights”
CMO
Global Charity
"We have the ability to source and select extensive investment data feedback for an ESG LP, building transparency and regularly monitoring the vehicle's outcomes.”
Managing Director
Investment & Asset Management Group
“From the finance team to marketing, right to the factory floor - our client’s teams have been engaging with how our digital transformation roadmap will affect them in their departments - it certainly beats a PDF report that no-one reads”
Bobby Idogho
CEO, Radically Digital
“I used to create individual reports for LPs (investors) for every investment - it took our team forever. I did the same for prospective investors. Now I just select the data and share it via White Label”
Brandon Allen
Co-Founder
“We had 40 cities developing and delivering strategies in isolation. We now have a tool where we can compare and contrast what we are doing to other cities and build stronger partnerships."
Stefan Teisano
Secretary General
“This is a neat secure way of allowing our prospective investors and clients to navigate and review documents, while we learn from their interactions to improve execution”
Zach Alexander
Head of Operations