AM
Alex MorganRedwood Venturesalex@redwood.example · Requested today, 9:42 AM
A secure, company-branded diligence environment built for controlled access, clear navigation, and meaningful investor engagement visibility.
DEFINED ENGAGEMENT$4,000
WHAT IS INCLUDED
Secure authentication and individual credentials
Approve, reject, manage, and revoke investor access
Company-specific diligence architecture
Folder and document taxonomy
Document descriptions and current-version information
Administrative dashboard
Document upload and replacement workflow
Login and authenticated activity history
Document engagement visibility where supported
Opt-in investor update subscriptions
Automatically regenerated current diligence ZIP
Custom company branding, domain configuration, training, and handoff
This is not a generic hosted VDR with your logo added. The finished environment is deployed under your company’s identity and handed over as client-owned infrastructure.
CONTROL + VISIBILITY
Stop wondering
if they looked.
An investor says they’re interested. Did they enter the room? When? Did they come back?
You can see who is actually engaging—and keep control over who is permitted to enter.N
NORTHSTAR BIOSYSTEMSDILIGENCE ADMINISTRATION
Company-controlled access
ACCESS REQUESTS
1 pendingYou decide who enters.
JL
Jordan LeeNorthstar Capitaljordan@northstar.example · Access active
Northstar reviews each request and controls the access decision. Identity verification is not implied.
INVESTOR ACTIVITY
Know where the interest is.
AM
Alex MorganRedwood Ventures
Returned 3 timesLAST LOGINToday, 10:14 AM
RECENT ACTIVITY
Company Overview Financial Model Capitalization Table
JL
Jordan LeeNorthstar Capital
Returned yesterdayLAST LOGINSep 17, 4:32 PM
RECENT ACTIVITY
Research Overview Development Roadmap
Authenticated activity is an engagement signal—not proof of investor intent or investment likelihood.
ONE UPDATE, THE HOUSEKEEPING HANDLED
Update once.
Keep the room current.
Add or replace a document once. The current package, document information, and eligible investor update flow move with it.
01Access requestCompany reviews the request
02Approve investorIndividual access is granted
03Investor reviewsAuthenticated activity appears
04Update documentAdd or replace one file
05Refresh packageCurrent ZIP regenerates
06Notify by choiceSubscribed investors are eligible
UPLOAD / REPLACE DOCUMENT
1
CATEGORYFinancial
2
FILEFinancial_Model_v5.xlsx
3
DESCRIPTIONCurrent operating forecast
4
CONFIRMReplace current document
Current document updated Current diligence ZIP regenerated Current-version information refreshed Subscribed investors eligible for an update
CURRENT DILIGENCE PACKAGE
ALWAYS CURRENTNorthstar_Biosystems_Diligence_Current.zipUpdated automatically · Sep 18, 2026 · 4:42 PM
DILIGENCE UPDATES
Notify me when new materials are added or current materials are updated.
Investor-controlled opt-inREAL FOUNDER QUESTIONS
Did they log in?
Who came back?
Is the package current?
You’ll have context.
Series Diligence provides engagement information that helps your team make better-informed follow-up decisions. It does not determine investor intent.
Who has accessWho is engagingWhat is currentWho chose updates
THE OUTCOME
Distinguish between investors who say they are interested and investors who are actually engaging with diligence materials.
THE NEXT STEP
Ready to build your
investor environment?
You know what we build. You know what it costs. Tell us what you’re preparing for.