InvestConclave
Features

Built for diligence, end to end

From the NDA to the final question, CADO, a product of InvestConclave, handles the documents, the access and the answers.

01

Documents

Organised deal rooms

Folders built for diligence; uploads file themselves into the right folder.

In-browser viewer

PDF, Word, PowerPoint and Excel open in the browser (Excel as a read-only grid).

Deep-link navigation

Jump straight to a cited page or slide from anywhere in the room.

02

Collaboration & access

Teams & roles

Owners, co-founders, advisors, and investors — each with the right permissions.

Invitations and roles

Invite by email with the right role; resend, revoke or let invitations expire.

Audit trail

View links, downloads, invitations, role changes and deletions are logged and export to CSV or PDF.

03

AI agents

Grounded answers

Ask questions; get answers grounded in the room’s documents.

Citations

Every answer links back to the exact source document.

04

Financial analysis and trust

Financial statements

Figures read from the statements and reconciled across documents.

Conflict flags

Highlight inconsistencies across documents before investors do.

Trust controls

Server-enforced roles, an exportable audit trail, and a security page that says exactly what is live.

05

Security Practices

Access control

Permission-based roles, enforced on the server.

Audit logging

An exportable record of room activity.

Where documents live

The CADO application and document storage are hosted in Mumbai, India; some AI processing uses third-party AI providers.

Malware scanning

Every upload is scanned for malware.

Disclosure

A published security.txt and the categories of sub-processor we use.

Encrypted in transit and at rest
Every upload scanned for malware and its file type checked
NDA before access
Roles enforced on the server
The viewer’s email and date on every downloaded PDF
An audit trail you can export to CSV or PDF

Ask the room. Get the page.

Early access comes with personal onboarding: a person from our team walks you through your room.