VC Portfolio Management
Deliver secure investor updates, quarterly fund reports, and performance data while ensuring confidentiality and transparency.
trusted by 300,000+ professionals to secure their documents
Trusted by thousands of customers worldwide.
We used Orangedox to host our data room for our mergers and acquisitions .. it provided easy access for our clients and reduced the number of steps needed to create and share the data rooms.
Jim Yerxa
President, Atlantic Mergers
Why Orangedox?
One-Click Fully Featured Data Rooms
Setup your data room in minutes with all the features you need to close your deal quickly and easily.
- One-click data rooms created from your existing Google Drive or Dropbox folders.
- Always synced with your Google Drive or Dropbox. No uploading required.
- No limits on the number of documents or files you can have in your data room.
- Prevent your documents and data rooms from being forwarded.
- Track whenever your documents are opened. Right down to the pages that were viewed.
- Brand your data rooms with your logo and colour scheme.
- Use NDA gating & signing so LPs must agree to terms before accessing portfolio updates.
- Export engagement analytics in CSV format for investor relationship management reporting.
- Apply dynamic watermarks with recipient details to protect LP reports and performance data.
Customers
Hear what our customers have to say.
Security
Military Grade Security
Orangedox is designed for venture capital firms managing portfolio communications who require the highest level of security.
CASA Tier 2 Certified
Entire platform audited yearly by independent third party security services.
GDPR & CCPA Compliant
Compliance with the European General Data Protection Regulation and California Consumer Privacy Act.
AWS Data Centers
Data stored and protected by Amazon Web Service (AWS) data centers.
Military-Grade Encryption
Data secured with AES-256 encryption, same standards used by the military.
HIPAA Compliant
Healthcare specific compliance for securing protected health information.
Single Sign-On
Advanced user security authentication with Google Drive & Dropbox.
Transparency
Investor Reporting Made Simple
Share quarterly updates, fund performance, and portfolio insights securely with your investors while maintaining complete transparency.
- Securely share quarterly and annual reports, investor letters, and portfolio updates.
- Track exactly which investors opened your reports and how much time they spent on each page.
- Present a professional, branded experience with your firm's logo and colors.
- Prevent unauthorized forwarding or resharing of sensitive fund performance and portfolio data.
- Update investor reports automatically from Google Drive no manual re uploading required.
Engagement
Understand Investor Engagement
Know which investors are actively reviewing your materials and strengthen relationships with actionable insights.
- Get detailed analytics on investor engagement across all shared documents.
- Identify your most engaged investors with page-by-page activity tracking.
- Receive real-time notifications when investors view new reports.
- See which specific portfolio companies or funds get the most investor attention.
- Export CSV analytics by investor to prepare targeted relationship management and follow up.
Team
Portfolio Team Management
Add your investment team and enable managers to oversee investor communications.
- Add analysts, associates, and partners to collaborate on investor updates.
- Manager View provides oversight across all team data rooms.
- Track portfolio-wide engagement across all LPs from single dashboard.
- Role-based permissions ensure proper access control.
Security
Protect Confidential Fund Information
Maintain strict control over sensitive fund and portfolio data with enterprise-grade security and compliance.
- Control who can view, download, and prevent unauthorized sharing of confidential portfolio documents.
- Ensure compliance with GDPR, CCPA, and HIPAA for secure investor communications.
- Prevent unauthorized access to fund documents or investor data.
- Automatically sync updates from Google Drive or Dropbox, so investors always see the latest version.
- Add dynamic watermarks to your confidential documents with your investors email address.
Protected
Watermark Fund Documents
Automatically apply a unique email watermark for each recipient accessing your deal room.
- Dynamically stamped with each client, buyer, or advisor's email on every view or download.
- Applied across any PDF document including quarterly reports, fund performance data, and portfolio updates.
- Deter unauthorized distribution of confidential fund reports and trace document leaks back to the investor who shared them.
- Combine watermarks with audit logs to maintain a complete record of investor document activity.
The Numbers
Powering document security for thousands of teams globally.
- Documents Served
- 86M
- Investors & Recipients Reached
- 500K
- Data Rooms & Shared Documents
- 250K
- Happy Customers
- 300K
Take a Tour
Learn how to get started in minutes.
Frequently asked questions
Your questions answered.
Orangedox transforms your Google Drive or Dropbox into secure investor data rooms, allowing you to share quarterly updates, financial reports, and portfolio performance with investors while tracking engagement in real time.
No. Each investor only sees their own access to your data room. Orangedox ensures complete confidentiality so investor communications remain private.
Yes. Orangedox provides detailed analytics so you can see which investors are viewing documents, which pages they focus on, and how engaged they are overall.
Yes. Orangedox is GDPR, CCPA, CASA, and HIPAA compliant, providing the security and compliance standards required for handling sensitive investor data.
Any updates made in your Google Drive or Dropbox automatically sync to Orangedox, ensuring investors always have the most current version without manual re-sharing.
Yes. Engagement metrics can be exported in CSV format for easy reporting and internal review.
Yes. You have full control over who can view your investor documents and can revoke access whenever needed.
Yes. Our Business & Teams plans allow multiple team members to collaborate on your deal, whether it's due diligence, fundraising or managing your portfolio companies.
No. While Orangedox is designed for Investor Relations workflows, it's also widely used for M&A, fundraising, and due diligence.