Secure VC Portfolio Reporting
Streamline portfolio updates and LP reporting with secure data rooms for Google Drive and Dropbox.
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 reports.
- Export data room access logs in CSV format for compliance and investor reporting.
- Apply dynamic watermarks with recipient email addresses on sensitive LP reporting documents.
Customers
Hear what our customers have to say.
Security
Military Grade Security
Orangedox is designed for venture capital firms sharing portfolio reports and LP updates 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
Limited Partner Reporting
Provide auditing whenever LP's access your portfolio documents, ensuring confidentiality.
- Share quarterly reports, fund performance data, and portfolio updates securely.
- Ensure GDPR and HIPAA compliance with enterprise-grade encryption and access controls for sensitive due diligence materials.
- See exactly which pages are viewed by each LP, with precise tracking of document engagement.
- Prevent unauthorized access to fund documents that could expose confidential portfolio company information.
- Brand your data room with your VC firm's logo and colors for a professional experience.
Fund Operations
Secure Fund Management
Streamline fund operations with centralized document management, secure sharing, and comprehensive access controls.
- Maintain strict security controls over confidential fund documents.
- Automatically sync fund documents from Google Drive or Dropbox to ensure all stakeholders have current information.
- Prevent unauthorized downloads or sharing of fund materials.
- Google Drive Integration connects directly to your Google Drive, no uploading or duplication of files needed.
- Prevent data leaks that could expose confidential portfolio documents to competitors or unauthorized parties.
Protected
Watermark Portfolio Reports
Identify exactly which LP shared your confidential fund updates with unauthorized parties.
- Every page is stamped with the LP's email so leaked quarterly reports are instantly traceable.
- Discourage LPs from forwarding fund performance data, portfolio valuations, and capital call notices to outside parties.
- Watermarks applied automatically when LPs view or download document, no added work for your team.
Analytics
Engagement Insights
Export audit logs and analytics to inform investor relations and portfolio strategy with verifiable engagement data.
- CSV exports of access logs for LP reporting and compliance audits.
- Spot high-engagement LPs reviewing performance data for targeted follow-ups
- Dashboards track views across quarterly reports and capital calls.
- NDA gating ensures LPs agree to terms before accessing confidential portfolio updates.
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.
- How does Orangedox help with VC portfolio reporting workflows?
- Orangedox turns your Google Drive or Dropbox folders into secure, auditable virtual data rooms so you can share documents safely, with limited partners, portfolio companies, fund investors, and institutional LPs. All the while maintaining strict security controls over confidential fund documents.
- Will LP's who view my files know who else I've sent them to?
- No. Unlike documents shared on Google Drive, Orangedox will never reveal who else you've shared your confidential documents with. Each LP only sees their own access to your data room, maintaining confidentiality.
- Can I track which LP's are engaging with portfolio reporting documents?
- Yes. You can see exactly which LP viewed your reporting documents, including how long they spend on each page.
- What compliance standard does Orangedox meet for VC firms?
- Orangedox is CASA, GDPR/CCPA, and HIPAA compliant. We maintain strict data protection standards that VC firms need for handling sensitive financial and portfolio data.
- How much storage comes with your Business plan?
- Unlimited. Orangedox doesn't store your documents; we pull them from Google Drive or Dropbox, so you're only limited by your plan there.
- How does document versioning work for portfolio reporting?
- Orangedox integrates seamlessly with Google Drive and Dropbox; so any updates to your confidential documents in Google Drive are automatically synced to your data room, ensuring LPs always have the most current reporting documents.
- Can I export an audit report for access to our portfolio report?
- Yes. You are able to share data room access logs with your team members and export data in CSV format for reporting.
- Is Orangedox suitable for M&A, venture capital and due diligence?
- Yes, Orangedox is also designed for M&A and VC workflows: syncing with your Google Drive and Dropbox providing a secure data rooms with detailed audit logs, and fine-grained access controls.
- Does Orangedox support team management & collaboration for VC firms?
- Yes. Our Business & Teams plans allow multiple team members to collaborate on your deal, whether it's due diligence, fundraising or portfolio reporting.