Data Rooms

Virtual Data Rooms
That Tell Stories

Data rooms have always been boring, we believe they need to tell better stories to engage viewers and help them dive deeper into the data shared securely.

No credit card required

Clarity Bank

Series B raise · Confidential investor room.
Welcome to Clarity Bank's investor room. Inside you'll find our deck, financial model, loan book and regulatory materials, everything you need to evaluate the opportunity.
Key metrics
Total deposits

$2.4B

22%
vs last quarter
Active customers

318K

18%
vs last quarter
Net interest margin

4.2%

0.4pp
vs last quarter
Documents
Regulatory & compliance
8 documents
Clarity Bank Investor Deck.pdf
3.1 MB
Financial Model 2025.xlsx
420 KB
Loan Book & Risk.xlsx
1.2 MB
Upload DocumentsTalk CustomersSetup SecurityShare DataroomsTrack Analytics

Trusted by fast-moving companies

CleartripBain & CompanySlydSrumik.aiDodo Payments
Built for deal making

Cut the chaos out of deal making

Plox keeps you in control of your deal-making process and always in the loop, designed for teams who care about the story they tell.

Fundraising

Keep your deck updated.

Board Meetings

Tell better stories with AI.

Investor Relations

Take the guess-work out of LP updates.

Mergers & Acquisitions

Stay in control of every document.

Sales

Focus on the prospects who matter.

Virtual Data Rooms

Beautiful, engaging virtual data rooms

Data rooms have always been boring. We believe they're a better way to tell stories, not just share data securely. Plox makes them beautiful and engaging.

Clarity Bank

Series B raise · Confidential investor room.
Welcome to Clarity Bank's investor room. Inside you'll find our deck, financial model, loan book and regulatory materials, everything you need to evaluate the opportunity.
Key metrics
Total deposits

$2.4B

22%
vs last quarter
Active customers

318K

18%
vs last quarter
Net interest margin

4.2%

0.4pp
vs last quarter
Documents
Regulatory & compliance
8 documents
Clarity Bank Investor Deck.pdf
3.1 MB
Financial Model 2025.xlsx
420 KB
Loan Book & Risk.xlsx
1.2 MB
Key metrics
Total deposits

$2.4B

22%
vs last quarter
Active customers

318K

18%
vs last quarter
Net interest margin

4.2%

0.4pp
vs last quarter
Net revenue

$48M

31%
vs last quarter

Showcase the metrics that matter

Metrics that start conversations, help you tell your story, and grab attention to close.

Founder walkthrough
0:342:15

Share your story with video

Stories sell better when viewers can interact, a video, a product demo, anything.

Brand

Your logo and name appear on every dataroom and document you share.
Logo
Square image, at least 256×256px.
Display name
Shown next to your logo.
Accent color
Used across buttons and links.
#5B5BD6

Your brand, your story

Show the values you and your brand stand for. For teams who care about their brand.

Ploxie AIPloxie AI
What's the revenue run rate and growth?
ARR is $4.2M, growing 18% MoM. Details are in the Financial Model.
Financial Model 2025.xlsx
Ask anything about this data room…

Ploxie AI answers every question

No more back and forth. Ploxie AI addresses your viewers' questions with ease.

Security

Security at the forefront

Sharing your vision should be seamless, no paranoia about it being stolen. Our security controls take the paranoia out of document sharing.

Access & security
Control who can open Clarity Bank and what they can do.
Global settings
Defaults applied to everyone with the dataroom link
Require email
On
Verify email
On
Passcode
On
Watermark
All files
Allow specific users
Off
Allow download
Off
File permissions
Override downloads and security per file or folder
Files & folders
Regulatory & compliance
Clarity Bank Investor Deck.pdf
Financial Model 2025.xlsx
Loan Book & Risk.xlsx
Dynamic watermarking on every page
Passcodes and email verification per link
One-click NDAs before access
Revoke access the moment a deal changes

Email required to view

Ask viewers to enter their email before they can open your file, so you always know who's reading.

Verify your email

Enter your email to view this document.

Verified emails only

Restrict access to a verified allowlist, only the people you invite can open the link.

Verify your email

Enter the 6-digit code we sent to alex@sequoiacap.com.
3
9
1
7
2
4

Allowed viewers only

Lock a document to specific email addresses and revoke access at any time.

Allowed viewers
Mark Cuban
mark@radicalventures.com
Aisha Karim
aisha@sequoiacap.com
Daniel Wu
daniel@a16z.com

Passcode protection

Add a passcode to any link for an extra layer of protection before viewers get in.

Enter passcode

This document is protected by a passcode.

Dynamic watermarking

Stamp every page with the viewer's email to deter leaks of confidential material.

Series A Pitch Deck.pdf
Watermarked

Security notifications

Get notified the moment someone opens, downloads or forwards your document.

Notifications
Mark Cuban opened Series A Pitch Deck
2m ago
Aisha Karim downloaded Financial Model
18m ago
Daniel Wu opened Cap Table
1h ago
Analytics

Right place, right time

Deal making is about being at the right place at the right time, Plox helps you do exactly that.

Analytics
Across all documents and data rooms
Last 30 days
Realtime visitors

12

8.2%vs last hour
All-time visitors

3,402

14.6%vs last week
Avg. time spent

4m 12s

6.1%vs last week
Avg. completion

78%

3.4%vs last week
Viewer
Document
Time
Time spent
Completion
Mark Cuban
mark@radicalventures.com
Series A Pitch Deck
2m
4m 38s
92%
Time per page
Dallas, US
Mac
1m40s20s0s
12345678910
Sarah Chen
sarah@sequoiacap.com
Financial Model 2025
1h
2m 12s
64%
Anonymous
Private
Series A Pitch Deck
3h
48s
28%
Recent activity
Mark Cuban opened Series A Pitch Deck
2m ago · Dallas, US
Aisha Karim viewed Financial Model 2025
18m ago · Menlo Park
Daniel Wu opened Series A Pitch Deck
1h ago · London, UK
Jordan Lee downloaded Cap Table
3h ago · Austin, US

See who viewed and when

Know exactly which investors and buyers opened your documents, and which pages they spent time on.

Notifications
Mark Cuban reopened Series A Pitch Deck
Just now · the perfect time to reach out
Aisha Karim spent 4m on Financial Model
18m ago
Daniel Wu opened Cap Table
1h ago

Follow up when it matters

Get notified the moment someone reopens your doc, the perfect time to reach out.

Don't take our word for it

From first pitch to closed round, founders and funds use Plox to share their story, and see exactly who's engaged.

Plox made sharing our deck effortless, and we finally know which investors are actually engaged.
Pankaj Singh
Founder, Slyds
Slyds
The analytics changed how we run our raise. We follow up exactly when it matters now.
Mayank Chugh
Founder, Rumik
Rumik
Beautiful data rooms that tell a story. Our diligence process has never been smoother.
Aarav Mehta
Partner, Bain & Company
Bain & Company
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FAQ

Virtual data room FAQs

What is a virtual data room?

A virtual data room is a secure, organised space for sharing a set of confidential documents with outside parties, common in fundraising, M&A and due diligence. Plox data rooms add folders, granular permissions, watermarking and full activity analytics.

How do I create a data room in Plox?

Create a room, drag in your files and folders, set who can access what, and share a single branded link. There's no setup call or onboarding, a data room is live in minutes.

How secure are Plox data rooms?

Every file can be watermarked, gated by verified email or NDA, and locked with file-level permissions, and you get a complete audit trail of who viewed what. Access can be revoked instantly at any time.

What can I use a data room for?

Teams use Plox data rooms for fundraising, investor due diligence, M&A, board materials and financial audits, anywhere multiple sensitive documents are shared with several parties at once.

Which plan includes data rooms?

The Team plan includes one data room with folders and bulk upload. The Data Rooms plan adds unlimited rooms, file-level permissions, visitor groups, a Q&A module and NDAs.

Is there a free trial for data rooms?

Yes. New workspaces get a 14-day Data Rooms trial with no credit card, so you can build a room and test file-level permissions, watermarking and NDAs before you decide.

What are visitor groups in a data room?

Visitor groups, included on the Data Rooms plan, let you organise viewers into groups and set permissions for each group at once, so different parties see only the files meant for them.

Does Plox have a Q&A module for due diligence?

Yes. The Data Rooms plan includes a Q&A module, so parties can raise and track questions inside the room during due diligence without resorting to scattered email threads.

Can I set different permissions for each file in a data room?

Yes. The Data Rooms plan adds file-level permissions, so you control exactly which files each person or visitor group can open, rather than granting access to the whole room at once.

How is a Plox data room more secure than a shared cloud folder?

A shared folder gives broad access with little tracking, while a Plox data room adds file-level permissions, dynamic watermarking, verified-email and NDA gating, and a full audit trail of every view. You can also revoke access instantly at any time.

Sell the vision.
Build the future.

Share your documents as links, control who has access, and see exactly who's engaged.