The AI data room agent for fundraising, diligence, and deals
Your AI agent for fundraising, diligence, and deals
Build, audit, and run your data room with AI
Build and run your data room with AI
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
Powered by world-class infrastructure
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
Custom Canvas Builder
Turn your Dataroom into a Guided Narrative
Turn your Dataroom into a Guided Narrative
Narrative Builder
Customize your story, section by section.
Generate with AI
Generate initial structure & flow, when starting from zero.
Live Viewer Intelligence
Track what each reader opens, skips, and revisits by section.
Deal-Grade Control
Control access and updates without resending files.
Allow Access
Power Tools
Built for deals, not
just file storage
Built for deals, not
just file storage
The first data room built to guide your reader, not just store files. Everything your data room never had.
The first data room built to guide your reader, not just store files. Everything your data room never had.
Narrative-first deal canvas
Narrative-first deal canvas
Inline evidence and file embedding
Inline evidence and file embedding
Controlled & secure sharing and permissions
Controlled & secure sharing and permissions
AI assistance where it matters
AI assistance where it matters
AI That Works Inside your Dataroom
AI assists structure, clarity, and signal. You stay in control.
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.
Dataroom Generator
Dataroom Generator
AI generates structure based on your file input
AI generates structure based on your file input
Viewer Intelligence
Viewer Intelligence
Learn what readers actually care about
Learn what readers actually care about
AI Summaries
AI Summaries
Predict likely follow-ups and be ahead of questions
Predict likely follow-ups and be ahead of questions
Gap Detection
Gap Detection
Expose missing deal-critical sections
Expose missing deal-critical sections
Other Interesting Features
Doc Intelligence
Viewer Insights
Team Collaboration
Dynamic Datarooms
Granular Permissions
Content Control
Agile Workflow
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
Pricing for faster deals
Stop sending folders. Start sending data rooms.
Free plan available
No credit card required
Special offers
Cancel anytime
Up to 30 files
5 day link expiry
1 e-signature per month
Basic view analytics
Download control
AI document categorization
Pageform branding
Limited-time
CODE: DOCS20
Unlimited documents & sharing
Unlimited e-signatures
Password & email gating
Download control
AI summaries on file links
Viewer tracking & CRM
File Q&A
Page-level analytics
BEST VALUE
Limited-time
CODE: CORE20
Everything in Docs, plus:
Up to 3 data rooms
AI Agent included
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
Granular link permissions
AI summaries on room links
Custom link domain
Document Watermarking
Activity audit trail
Free plan available
No credit card required
Special offers
Cancel anytime
Up to 30 files
5 day link expiry
1 e-signature per month
Basic view analytics
Download control
AI document categorization
Pageform branding
Limited-time
CODE: DOCS20
Unlimited documents & sharing
Unlimited e-signatures
Password & email gating
Download control
AI summaries on file links
Viewer tracking & CRM
File Q&A
Page-level analytics
BEST VALUE
Limited-time
CODE: CORE20
Everything in Docs, plus:
Up to 3 data rooms
AI Agent included
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
Granular link permissions
AI summaries on room links
Custom link domain
Document Watermarking
Activity audit trail
Frequently Asked Questions
What is Pageform?
How is Pageform different from DocSend?
Who is Pageform for?
When should I build a data room?
Is Pageform a deal room?
How quickly can I set up a data room in Pageform?
What deal types can I use Pageform for?
Can I track how viewers interact with my data room?
Is my data secure?
Can I use Pageform beyond fundraising?
What is Pageform?
How is Pageform different from DocSend?
Who is Pageform for?
When should I build a data room?
Is Pageform a deal room?
How quickly can I set up a data room in Pageform?
What deal types can I use Pageform for?
Can I track how viewers interact with my data room?
Is my data secure?
Can I use Pageform beyond fundraising?
Pageform Insights
Guidance on deals, investor relations, and building structured, narrative-driven data rooms.
Deal Mechanics
SPV vs Fund: When a Single-Deal Vehicle Wins
Investor Insights
Surviving LP Operational Due Diligence
Deal Mechanics
Buy-Side Due Diligence Request List for Deal Teams
Sales & Partnerships
Secure Client Portals for Sales and Partnership Teams
Investor Insights