Features04 · Data room
04 · The room

A room that stays current.

Not a folder of stale PDFs. Pitch deck, cap table and your forecast stream into the room as linked materials. Changed the deck? The room updates automatically. Mix files with external links, gate access by email, and watch the activity log roll in.

Diligence roomNorthbeam Capital
14 VIEWS · 14m AGO
📂 The pitch
PDF
Pitch deck — current ● LINKEDSynced from Deck · v14 · always-latest
11m ago
142
···
URL
Loom — founder walkthrough 14:22 · 47 views across 3 funds
9d ago
12
···
📂 Financials
XL
Financial forecast Exported from Forecast · v6 · base scenario · manual
22m ago
28
···
PDF
Cap table — export ● LINKEDSynced from Cap Table · post-money $14.0M
1h ago
17
···
📂 Customers & traction
PDF
Customer reference letters Access by email · revoke per investor
3d ago
6
···
Public roadmap (Linear) Live link · revoked on close
5d ago
9
···
★ UNIQUE TO ARX · LIVE SYNC

The model in the room is the model.

Most data rooms are storage. You share it on a Monday, then change your forecast and forget to re-upload it. A partner reading it on Friday sees an outdated version.

Arx pulls files live from your workspace. Deck, cap table and forecast update automatically.

  • Pitch deckChanged the deck? Data room automatically pulls the latest version.
  • Cap tableEdit the ledger; the export in the room refreshes within seconds.
  • ForecastAny changes in your financial model are updated in real time.
  • Optional snapshotsFreeze a version of a file at a specific moment if a partner asks.
● LINKED MATERIALS · STAY CURRENT
DK
Deck · v14
11m ago
PD
Deck in the room
● LINKED
CT
Cap table
post $14.0M · 1h
PD
Cap table in the room
● LINKED
XL
Forecast · v6
always-latest
PD
Forecast in the room
● LINKED
PER-INVESTOR ACCESS

Different investors, different rooms.

A partner needs the model. An associate needs the customer reference letters. The lead needs the SAFE. Arx lets you give each one a separate, scoped room — same folder structure, different contents, different lifespans.

  • One workspace, many roomsSpin up a fresh room in 30 seconds.
  • Per-file permissioningHide the cap table from associates; show it to leads.
  • ExpirationsAuto-revoke access 14, 30 or 90 days out — whatever you set.
ROOMS · 4 ACTIVE
Per-investor diligence packets
NC
Northbeam Capital
Sasha Kim · partner · lead
17 files · 3 live · 4 links
14m
● ACTIVE
AP
Atlas Partners
Mira Rao · GP
14 files · 2 live · 2 links
1h
● ACTIVE
CV
Charge VC
Devin Park · associate
9 files · scoped — no cap table
3h
● ACTIVE
HC
Halo Capital
Open access · review packet
7 files · expires Fri
2d
● EXPIRES
FILES & LINKS

A room with more than PDFs.

A modern diligence story isn't only PDFs. It's a Loom of the founder walking through the product. Product roadmap you don't mind being public. List of customer references. A recorded sales call.

Arx lets you mix files and external links in the same room — and track both the same way.

  • Drop in any URLLoom, Linear, YouTube, Google Doc, a customer letter — all renderable in-room.
  • Tracked uniformlyOne view counter per item, whether it's a file or a link.
  • Revoke in one clickClose the round, kill the room. Every link goes dark together.
CONTENT TYPES
Mix of files and links in the room
PD
Pitch deck — current
PDF · synced from Deck · v14
142
● LIVE
XL
Financial forecast
XLSX export from Forecast · v6
28
FILE
Founder walkthrough
Loom · 14:22 · expires May 31
12
URL
Public roadmap
Linear board · read-only · revocable
9
URL
Reference call (Notion)
External link · read-only, revocable
6
URL
PD
Customer reference letters
PDF · access by email · revocable
6
FILE
ACCESS · ACTIVITY · EXPIRY

Trackable, per file, per viewer.

Every action is recorded — who opened what, when, how long they spent, whether they downloaded. Investors enter via email and stay scoped to the room you gave them.

  • Email OTP gateEvery visitor confirms their email with a one-time code before they see a file.
  • Granular access logsTime on each file, downloads, and which viewer did what.
  • Optional expirations14 / 30 / 90 days; revoke individual access in one click.
  • Linked-material freshnessThe room shows when a linked deck or cap-table source was last touched.
Activity log · Northbeam room

Sasha Kim · last 48h

14m agoOpened forecast · spent 4:12 on Year 2 sheetVIEW
22mDownloaded forecast XLSXDOWNLOAD
1hRe-opened cap table · third visitVIEW
YestConfirmed email · first access to the roomJOINED
Read it
Sasha downloaded the forecast and re-opened the cap table three times. That's a partner doing diligence — follow up.
The diligence story

Most rooms are storage. Ours is a window.

The forecast a partner pulls on Tuesday is the same one you'll be editing on Wednesday. They never see a stale number. You never re-export. Diligence stops being a paperwork project and starts being a conversation.

Open your first room →
SINCE LAUNCH · ARX ROOMS
0
RE-EXPORTS NEEDED
VERSIONS, ALWAYS LATEST
14m
AVG. ROOM SETUP
100%
ACTIVITY LOGGED
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