AI data room agent for fundraising, diligence, and deals
AI agent for fundraising, diligence, and deals
Your data room
shouldn't be a folder
Pageform is the AI-native data room that turns static documents into guided, secure deal experiences. Built for founders, fund managers, investment and deal teams.
"This is what every data room should look like.” — Michael Palank, GP at MaC Venture Capital
"This is what every data room should look like.” — Michael Palank, GP at MaC Venture Capital
Wave goodbye to
manual overhead
dataroom chaos
scattered documents
context gaps
investor confusion
slow diligence
lost context
manual overhead
dataroom chaos
scattered documents
context gaps
investor confusion
slow diligence
lost context
manual overhead
dataroom chaos
scattered documents
context gaps
investor confusion
slow diligence
lost context
manual overhead
dataroom chaos
scattered documents
context gaps
investor confusion
slow diligence
lost context
Narrative Data Room
Turn your data room into a guided narrative
Turn your data room into a guided narrative
AI Agent
Build, refine, audit, and organize the room through chat.
Narrative Builder
Customize your story, section by section.
Live Viewer Intelligence
Track what each reader opens, skips, and revisits by section.
Deal-Grade Control
Control access and updates without resending files.
More about AI data rooms
Deal controls
Built for deals, not
just file storage
Built for deals, not
just file storage
Share once, keep everyone on the latest version, and see who is actually engaging.
Share once, keep everyone on the latest version, and see who is actually engaging.
Secure access controls
Automatic subscriber updates
Automatic subscriber updates
Viewer engagement insights
Viewer engagement insights
Questions, signatures, and activity
Questions, signatures, and activity
More about secure sharing
AI That Works Inside your Dataroom
Build, refine, audit, and understand your room through chat.
Discover features designed to simplify workflows, boost productivity, and improve team collaboration seamlessly.
Discover features designed to simplify workflows, boost productivity, and improve team collaboration seamlessly.
Build with AI from your documents
Build with AI from your documents
Generate a structured room and place files based on what you upload.
Generate a structured room and place files based on what you upload.
Edit through chat
Edit through chat
Add, rename, rewrite, move, and organize sections, blocks, and documents.
Add, rename, rewrite, move, and organize sections, blocks, and documents.
Audit the room
Audit the room
Check completeness, identify gaps, and get suggested improvements.
Check completeness, identify gaps, and get suggested improvements.
Analyze engagement
Analyze engagement
Ask questions about views, viewers, share links, and room activity.
Ask questions about views, viewers, share links, and room activity.
More Pageform capabilities
Custom domains
NDA certificates
E-signatures
Subscriber updates
Granular Permissions
Viewer insights
AI summaries
Ready to turn your documents into a deal-ready room?
Ready to turn your documents into a deal-ready room?
Testimonials
What Our Users Are Saying About Us
"Pageform transforms how fund managers present to investors. It has all the capabilities of DocSend, but a dynamic webpage instead of a list of files, at a fraction of the cost. The data room becomes another opportunity to tell your story and build your brand."
"Pageform transforms how fund managers present to investors. It has all the capabilities of DocSend, but a dynamic webpage instead of a list of files, at a fraction of the cost. The data room becomes another opportunity to tell your story and build your brand."
"Pageform transforms how fund managers present to investors. It has all the capabilities of DocSend, but a dynamic webpage instead of a list of files, at a fraction of the cost. The data room becomes another opportunity to tell your story and build your brand."
Ready to see Pageform in Action?
Ready to see Pageform in Action?
Book a 30-minute walkthrough of a real fundraising dataroom
Book a 30-minute walkthrough of a real fundraising dataroom
Plans for Every Deal
Pricing for faster deals
Free plan available
7-day free trial
No credit card required
Cancel anytime
Billed monthly
Billed yearly
Save up to 25% with annual billing
Up to 30 files
5 day link expiry
1 e-signature per month
Basic view analytics
Download control
AI document categorization
Pageform branding
Unlimited documents & sharing
Unlimited e-signatures
Multi-file sharing with one link
Access & download controls
Download controls
AI summaries on documents
Viewer tracking & CRM
File Q&A
Page-level analytics
Everything in Docs, plus:
Up to 3 data rooms
AI Agent included
AI summaries on rooms & docs
Room Q&A
NDA gating
Verified viewer emails
Room viewer analytics
Section-level engagement
Everything in Core, plus:
Unlimited data rooms
AI Agent 3x usage
AI chat with data rooms
Granular link permissions
Custom link domain
Document Watermarking
Activity & changes audit trail
Free plan available
7-day free trial
No credit card required
Cancel anytime
Billed monthly
Billed yearly
Save up to 25% with annual billing
Up to 30 files
5 day link expiry
1 e-signature per month
Basic view analytics
Download control
AI document categorization
Pageform branding
Unlimited documents & sharing
Unlimited e-signatures
Multi-file sharing with one link
Password & email gating
Download controls
AI summaries on documents
Viewer tracking & CRM
File Q&A
Page-level analytics
Everything in Docs, plus:
Up to 3 data rooms
AI Agent included
AI summaries on rooms & docs
Room Q&A
NDA gating
Verified viewer emails
Room viewer analytics
Section-level engagement
Everything in Core, plus:
Unlimited data rooms
AI Agent 3x usage
AI chat with data rooms
Granular link permissions
Custom link domain
Document Watermarking
Activity audit trail
Frequently Asked Questions
Pageform is a narrative-driven virtual data room with AI generation, built-in Q&A, and real-time engagement analytics, live in minutes. It turns scattered documents into a guided deal experience with controlled access, NDA gating, and clear visibility into what viewers read, skip, and revisit. Start free now.
Unlike DocSend, which is a link-sharing tool with basic folder organization, Pageform is a full virtual data room with narrative structure, NDA gating, section-level analytics, and built-in Q&A. Compared to legacy VDR providers, Pageform includes AI generation, deal-ready structure, and real-time viewer intelligence without the enterprise price tag or week-long setup. Built is live in minutes, no folder chaos, no complex setup.
Pageform is built for anyone who needs to share complex information clearly and close deals faster. Fund managers running LP raises, startups in diligence, M&A advisors, real estate teams sharing deal packages, and anyone who needs more than a folder and a shared link.
Most people build their data room the night they are asked to send one, which means it looks rushed and shows. Building it early forces you to identify gaps in your story before your counterparty does. Pageform's AI Gap Detection surfaces missing sections so you walk into every meeting fully prepared.
Yes, Pageform is a narrative-driven virtual data room, which is a type of deal room built for structured, secure document sharing across any deal process. Where most deal rooms are glorified folders, Pageform adds AI-generated structure, section-level analytics, and built-in Q&A so your counterparty doesn't just receive documents, they understand them.
In under 10 minutes for a first version. Upload your existing documents, and Pageform's AI generates the initial structure and narrative flow automatically. You can then customise section by section using the canvas builder. Most users share their first data room the same day they sign up.
Pageform works for any deal that requires structured document sharing and controlled access. Fundraising rounds, LP data rooms, M&A due diligence, real estate deal packages, and any situation where you need your counterparty to understand your story, not just receive your files.
Yes. Pageform provides real-time engagement insight so you can see what viewers focus on, where they drop off, how deeply they engage. This helps you prioritize follow-ups and adjust your process.
Your data is protected with AES-256 encryption at rest and TLS in transit. Pageform includes deal-grade access controls including password protection, email gating, NDA gating, download control, and link expiry. You control exactly who sees your data and how it is consumed, and every access event is logged.
Absolutely! Pageform started in startup fundraising but is built for any deal that requires secure, structured document sharing. Fund managers use it for LP raises, M&A advisors for buyer group management, real estate teams for deal packages and investor updates, and private equity firms for due diligence.
Pageform is a narrative-driven virtual data room with AI generation, built-in Q&A, and real-time engagement analytics, live in minutes. It turns scattered documents into a guided deal experience with controlled access, NDA gating, and clear visibility into what viewers read, skip, and revisit. Start free now.
Unlike DocSend, which is a link-sharing tool with basic folder organization, Pageform is a full virtual data room with narrative structure, NDA gating, section-level analytics, and built-in Q&A. Compared to legacy VDR providers, Pageform includes AI generation, deal-ready structure, and real-time viewer intelligence without the enterprise price tag or week-long setup. Built is live in minutes, no folder chaos, no complex setup.
Pageform is built for anyone who needs to share complex information clearly and close deals faster. Fund managers running LP raises, startups in diligence, M&A advisors, real estate teams sharing deal packages, and anyone who needs more than a folder and a shared link.
Most people build their data room the night they are asked to send one, which means it looks rushed and shows. Building it early forces you to identify gaps in your story before your counterparty does. Pageform's AI Gap Detection surfaces missing sections so you walk into every meeting fully prepared.
Yes, Pageform is a narrative-driven virtual data room, which is a type of deal room built for structured, secure document sharing across any deal process. Where most deal rooms are glorified folders, Pageform adds AI-generated structure, section-level analytics, and built-in Q&A so your counterparty doesn't just receive documents, they understand them.
In under 10 minutes for a first version. Upload your existing documents, and Pageform's AI generates the initial structure and narrative flow automatically. You can then customise section by section using the canvas builder. Most users share their first data room the same day they sign up.
Pageform works for any deal that requires structured document sharing and controlled access. Fundraising rounds, LP data rooms, M&A due diligence, real estate deal packages, and any situation where you need your counterparty to understand your story, not just receive your files.
Yes. Pageform provides real-time engagement insight so you can see what viewers focus on, where they drop off, how deeply they engage. This helps you prioritize follow-ups and adjust your process.
Your data is protected with AES-256 encryption at rest and TLS in transit. Pageform includes deal-grade access controls including password protection, email gating, NDA gating, download control, and link expiry. You control exactly who sees your data and how it is consumed, and every access event is logged.
Absolutely! Pageform started in startup fundraising but is built for any deal that requires secure, structured document sharing. Fund managers use it for LP raises, M&A advisors for buyer group management, real estate teams for deal packages and investor updates, and private equity firms for due diligence.
Pageform Insights
Guidance on deals, investor relations, and building structured, narrative-driven data rooms.
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