AI data room

A data room you run by asking

Connect SendNow to Claude or ChatGPT once. Then build the room, set the rules, send the links and check who opened what in plain language.

SendNow
Live Telemetry
Deck Slides
Sarah Klein
sarah@accel.com
Reading Slide 1 of 14
Slide 01 / 14

Series A Deck Cover

Watermarked Canvas
Cover Banner
Series A Presentation · Acme Inc.
ARR Run-Rate
$4.8M
YoY Growth
+240%
Watermarked: sarah@accel.com Downloads restricted
Session: 5m 18s total attention
Zero Acrobat required
Interactive Walkthrough

See SendNow Microsites in action

Watch how fast it is to create a branded multi-document deal room, configure dynamic watermarks, and share one tracked link.

Overview · 01

What an AI data room is

An AI data room is a normal gated data room that you operate through an assistant. The room itself opens in a browser for your investors, buyers or clients. The difference is on your side: instead of clicking through a dashboard to create sections, set an NDA and check engagement, you say it in a sentence.

It works through MCP, the open standard assistants use to call actions in other apps. SendNow's MCP server is at https://share.sendnow.live/mcp, with OAuth 2.1 sign-in and no API key. The full walkthrough is in how to connect Claude and ChatGPT to a data room.

Overview · 02

Ask for it, get it

You askThe assistant does
"Create a data room called Project Atlas with Financials, Legal and Product sections"create_microsite builds the room
"Require an NDA and turn downloads off"The rules are applied to the room and its links
"Make a separate link for each buyer"create_secure_link, one per recipient
"Who opened the room this week?"get_microsite_analytics, list_link_viewers
"Revoke the link I sent to Acme"revoke_link

There are 24 tools in total across documents, links, data rooms, analytics and your account. Fifteen ready prompts are in AI due diligence data room: 15 prompts.

Overview · 03

What the assistant can and cannot touch

It can manage and measure

Create rooms, set security, issue and revoke links, and read viewer analytics.

It cannot read your documents

No tool returns document body text. The assistant sees names, IDs, settings and analytics, not what is written inside your files.

It asks before deleting

Deletion is permanent, so the assistant names the exact file or link and waits for a yes. Revoking a link keeps the history.

It signs in as you

OAuth ties access to your account. Remove SendNow in the assistant's settings and the tokens are deleted.

Overview · 04

Who runs a data room this way

Startup fundraising

A gated room for a seed or Series A, with an NDA and a link per investor. Read the guide.

Small M&A deals

Staged disclosure to several buyers with folder-level gating. Read the guide.

Commercial real estate

Property packages and offering materials with traceable viewers. Read the guide.

Consultants and agencies

Proposal rooms where you see who opened the pricing. Read the guide.

Overview · 05

Plans and what they unlock

What you wantPlan
Connect Claude or ChatGPTAny plan
Data roomsFrom $19/month (Microsite plans)
NDA gate and screenshot blockingPro, from $17/month
Allowed-viewer lists and dynamic watermarksBusiness, from $43/month

The assistant tells you when a setting is not on your plan instead of skipping it. See pricing for current terms.

Overview · 06

Try it before you connect

Three free tools that help you plan the room:

Questions & Answers

Frequently asked questions

Everything you need to know about this solution and workflow.
A data room you operate through an assistant such as Claude or ChatGPT. The assistant builds the room, sets the rules, issues links and reads the analytics. It does not read the documents inside.

Build your next data room with a sentence

Connect Claude or ChatGPT in about two minutes, then ask for the room you need.