Data Room
Due diligence, handled
A secure space to share documents with investors, advisors, and legal teams. Control who sees what, and for how long.
Emailed documents give investors access you can never take back.
Uncontrolled sharing
Once a document is in someone's inbox, you have no visibility into who opens it or forwards it.
No access control
You cannot revoke a PDF. A data room with no permissions is just a shared drive with extra steps.
Due diligence delays
Investors waiting on documents means deals moving slowly. Every back-and-forth costs time.
Access control
Share what you want. Nothing more.
Not every investor needs every document. Fine-grained permissions let you run parallel processes without mixing audiences.
Compliance
Every access is logged
If a deal falls through or a dispute arises, you need a record. Findex keeps an immutable log of every document view, download, and share.
Data Room
What you get
Grant read-only or full access per user or group. Revoke in one click without deleting the underlying files.
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Granular access control
Grant read-only or full access per user or group. Revoke in one click without deleting the underlying files.
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Audit trail
See exactly who accessed which document and when. Full activity log for compliance and due diligence records.
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Encrypted storage
All documents encrypted at rest and in transit. Bank-grade security, not a shared cloud folder.
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Deal-stage organisation
Group documents by round: seed, Series A, follow-on. Reduce noise for investors at each stage of the process.
The result? One source of truth, fewer questions, a full audit trail.
Book a demoOne
Source of truth
Cap table, documents, and updates in a single place. No version conflicts, no reconciliation errors between legal, finance, and your investors.
100%
Of activity logged
Every document access, cap table change, and investor update captured in an immutable audit trail — ready for due diligence or compliance.
Fewer
Inbound questions
Investors with a live view of their stake and clear updates ask fewer one-off questions — freeing you to focus on building, not answering.
Explore IR Features
Everything you need to manage investor relations
Cap table, data room, investor updates, and a personalised portal for every shareholder.
Cap Table
MoreLive cap table synced from your share ledger, with full ownership history.
Data Room
MoreShare documents securely with investors and advisors during due diligence.
Investor Updates
MoreSend polished updates to your shareholders with open tracking and analytics.
Shareholder View
MoreEach investor sees their own position, valuation, and documents in a personalised portal.
Social Proof
Trusted by companies and partners
How companies and partners use Findex to manage shareholders and investor relations.
“Our partnership with Findex solves a real pain for our customers and their 200,000 shareholders.”
Integrations
Your invite turns into their full financial picture.
Invite your cap table once. Every shareholder gets a full portfolio tracking account — your holdings pre-loaded, their banks and brokers connected alongside.
Avanza 
Carnegie 
Carta 
Danske Bank 
Handelsbanken 
Lysa Avanza Carnegie Carta Danske Bank Handelsbanken Lysa Avanza Carnegie Carta Danske Bank Handelsbanken Lysa Avanza Carnegie Carta Danske Bank Handelsbanken Lysa Avanza Carnegie Carta Danske Bank Handelsbanken Lysa Avanza Carnegie Carta Danske Bank Handelsbanken Lysa 
NVR (Nordiska Värdepappersregistret) 
Nordea 
Nordnet 
SEB 
Swedbank 
Söderberg & Partners NVR (Nordiska Värdepappersregistret) Nordea Nordnet SEB Swedbank Söderberg & Partners NVR (Nordiska Värdepappersregistret) Nordea Nordnet SEB Swedbank Söderberg & Partners NVR (Nordiska Värdepappersregistret) Nordea Nordnet SEB Swedbank Söderberg & Partners NVR (Nordiska Värdepappersregistret) Nordea Nordnet SEB Swedbank Söderberg & Partners NVR (Nordiska Värdepappersregistret) Nordea Nordnet SEB Swedbank Söderberg & Partners Get started
From spreadsheets to a live investor portal in one afternoon
Set up your company, import your cap table, and give every shareholder a real-time view.
Book a demoAcme Ventures AB
Org.nr 559123-4567
Cap Table Summary
FAQ
Got questions about Findex?
Can't find what you're looking for? Visit our full FAQ page for more in-depth answers.
Full FAQRun a cleaner due diligence process
Book a demo and we'll show you how Findex can save you time and elevate your shareholder experience.
- White-glove onboarding for your team
- Branded investor portal in under 48 hours
- No setup fees — pay only when you scale