Start hereWhy Beacon — the short version→ What Beacon runsYour strategy runs the companyNumbers you never doubt Every dollar compoundsScale without hiringEvery department fully staffedFundraising built in How to get startedConnect your toolsHow the setup works How you use it dailyYour day Your human staff, fully informed
Start hereThe Engine — overview→AutonomyWhat Beacon writes back→Integrations Unified everything The complete customer view Data Integrity Lifecycle intelligence Segments & Cohorts Predictive paths Where the limits areHow much you let it do
Start hereOne engine, six systems→AutonomyChoose your autonomy→ Command systemOverview What it doesYour strategy runs the companySet targets Align every team Track and re-steer Guardrails Act early The intelligence it createsKnow early Growth systemOverview What it doesEvery dollar compoundsCampaign-to-cohort Deal-to-revenue Contract-to-renewal The intelligence it createsMarketing intelligence Sales intelligence Customer intelligence Pricing intelligence Finance systemOverview What it doesForecasting Sales forecasting Cash runway Board reporting Honest states The intelligence it createsSaaS metrics Forecast confidence Benchmarks Capital systemOverview What it doesInvestor data room Round manager For investors The intelligence it createsCapital scenarios Capital-to-revenue Capital benchmarks Capacity systemOverview What it doesScale without hiringEvery department fully staffedThe roles Beacon covers Capacity for every system The intelligence it createsCapacity-to-revenue
Start hereThe AI system — overview→AutonomyWhat the agents do alone→The intelligenceStrategic intelligence Ask Beacon The agentsBeacon agents Build your own For every AI you runGuidance in every tool Make every AI smarter One trusted number
Start herePlans & pricing→ Before you decideROI calculatorWhat Beacon replacesThe cost of finding out late
About BeaconThe technical brief (CTO)The Predictive PathContactBook a call
ShipsAt launchWave 2Wave 3Wave 4
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Investor data room Ships in wave 2

Open the room in 30 minutes. Never update it again.

Your data room is a standing template that reads your live figures. Open a room in a conversation, choose how much it shows, and every number in it stays current on its own.

See the roomBook a strategy call
The room you've built before

You built it once. Then you kept rebuilding it.

The folder

Every document you dragged into it the week you opened it.

The catch
Stale the moment a number moves.
The metrics tab

The figures you exported, on the day you exported them.

The catch
Nobody can tell where any of it came from.
The questions

Forty of them, arriving across four inboxes.

The catch
You answer the same one four different ways.
It's stale by Tuesday.So you rebuild it every week, in the middle of the round, instead of running the company.
The room, live

Three rooms. One source. Nothing pasted.

A teaser room for a first meeting, a diligence room for the firms that got serious, an all-access room for the lead and their counsel. The same live figures underneath all three — you're choosing depth, not rebuilding a folder.

Cordata · Investor roomsLive
✓Company overviewFounded 2021Beacon · today
✓Recurring revenue & growth$9.2M · +38%Billing · today
✓Retention & cohortsNRR 111%Billing + CRM · today
✓Team & hiring plan54 · 9 openPeople · today
✓Unit economics78% · 17-moAccounting · today
✓Cash & runway$7.8M · 12 moBanking · today
✓Named customers212 accountsCRM · today
✓Decision history14 sealedSealed record
–Cap table & legalDocumentsUploaded
8 of 9 sections open For firms in diligence · cap table opens at term sheet

Illustrative · Cordata, the company going into a round across these pages

Set up in a conversation

You describe the room. Beacon opens it.

No project, no template library, no afternoon in a settings screen. You say what the room is for and what should be in it, Beacon builds it from your live figures, then reads it back to you before anyone gets in.

BeaconSetting up

Which room are we opening, and who is it for?

Teaser Diligence All access
YouAdd ARR growth, net revenue retention and gross margin. Keep the cap table out until we have a term sheet.
Diligence room ready.

Eight sections open, three KPIs added, cap table closed. Every figure reads live from billing, your CRM and accounting.

✓Diligence room · set

Cash and runway is open in this room. Did you want that?

Yes, keep it

Ask Beacon opens the room, adds the KPIs you name, and closes what you want closed. Then it checks the parts you didn't mention, so nothing lands in front of an investor because you forgot it was on.

The room reads your live figures from that moment on. There is no export step to remember and no version to keep straight, which is why it never needs the weekly rebuild.

Open a room30 minwas several days
Keep it currentNeverwas every week
Answer a questionOncewas four times over
You set the depth

Stop answering questions. Without opening the books.

Most founders want both of these and assume they can only have one. You choose which way the room works, and either way an answer can only ever be drawn from the sections you opened.

Investor questions

They get an answer in seconds, from the figures you opened. Every question still lands on your side of the glass.

BeaconIn Cordata's diligence room
Kestrel Partners askedHow much of last year's growth was expansion rather than new business?
41% expansion

$1.04M of Cordata's $2.54M net new recurring revenue came from customers it already had.

DefinitionPublished, versioned
SourceBilling + CRM
FreshnessToday
ConfidenceHigh · complete
Kestrel Partners askedAnd gross margin by customer?
✗ Not shared in this room.Cordata hasn't opened unit economics at customer level, so there is nothing here to answer from.
1 Held for Cordata to answer.Nothing is answered automatically. You answer once and it publishes into the room, so the next four firms read the same answer without asking.

You see every question they asked, including the one that got no answer — and you decide whether to open it.

✓What the room reaches
→The figures in the sections you opened
→Their published definitions
→How fresh each number is
→The documents you uploaded
✗What never leaves your side
✗Anything in a section you closed
✗Your accounts, contacts and people
✗The live workings behind a figure
✗What any other firm can see
Your side of the glass

You see who's actually reading.

A round is a process, and the room is where the honest signal is. Interest shows up as time spent, not as a polite email — and you get the half investors never see.

FirmRoomTime in the roomWhere they spent itLast seen
Kestrel Partners Diligence 3h 40m Retention & cohorts Today
Arbor Ventures Teaser 48m Recurring revenue Yesterday
Lantern Capital Teaser 6m Company overview 6 days

A partner living in your cohort data is telling you what the next meeting is about. One firm has read the room three times this week; another opened it once and left. That is the difference between a process and a hope, and today you have no way to see it.

Illustrative

Investor data room

Have the room open before you need it.

Start free Book a strategy call

The investor data room ships in wave 2, as one of the first pieces of the capital system. This page describes the designed behaviour.