How to Set Up Ciiimple — Getting Started with Your Investor Data Room

Setting up a Ciiimple investor data room takes about 5 minutes — from creating your branded profile to sending your first secure investor link.

Before You Start

Have the following ready before you begin:

• Company logo (any common image format)
• One-line company description and funding stage
• Pitch video URL (optional but recommended)
• Core diligence documents: deck, financials, cap table, team bios

Step-by-Step Setup

1. Sign Up and Start Your Free Trial

Create your account at ciiimple.com. All plans include a 3-day free trial — no credit card charge until the trial ends.

2. Build Your Branded Profile

Add your company details to create the profile investors see before opening any document:

• Upload your logo and set brand colors
• Add your one-liner, funding stage, and sector
• Embed a pitch video if you have one

This profile is the first impression — it signals professionalism before a single slide is read.

3. Upload and Organize Your Documents

• Drag and drop files into the document library
• Organize by category: Overview, Financials, Cap Table, Team, Product, Legal
• The AI automatically extracts and structures key information — financials, metrics, team, traction — from uploaded files

4. Create Data Rooms

Build separate rooms for different investors or deal stages:

• Add exactly the documents each audience needs
• Optionally require an NDA before access is granted
• Restrict access by specific email address or domain

5. Share Secure Links and Track Engagement

For each investor:

• Generate a unique share link
• Set an optional password and/or expiration date
• Send the link, then watch real-time: who opened what, when, and for how long
• Revoke any link instantly with one click

After Setup

Once your room is live, investors can use the built-in AI chat assistant to ask questions about your documents and receive cited answers — reducing back-and-forth and keeping your round moving.