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THE WORKSPACE FOR CAPITAL RAISING

Know where
every investor
stands.

Balau AI connects investor conversations, shared documents and data room activity for teams raising capital for real estate and private companies.

Request a tailored demo Watch the one-minute story
Investor contextIllustrative example

Riverside Commons Select an investor ↓

Priya RaghunathanSoft-circled

Data room activity

Opened Sep 19 · 6 of 9 pages

Call, Mar 14

“Not now. Call me in the autumn.”

Margaret EllisonCommitted · $12M

Data room activity

Opened the deck Sep 22 · downloaded

Call, Sep 22

Wants the updated budget before closing

Curtis HaleIntroduced

Data room activity

Shared Sep 20 · not opened

Call notes

No call note in this example.

The raise at a glance

$50Mraise target

Committed
$12M
Targeted
$23M
Uncovered
$15M
The raise, the documents, the conversation. Connected.
Illustrative product view. The raise, people and figures are fictional.

BEFORE THE NEXT INVESTOR CALL

Prepare for the call, without the search across tools.

Priya’s stage is in a spreadsheet. Her request is in the call notes. Her document activity is in the data room. Before every call or handoff, someone has to put the pieces together.

BEFORE · ACROSS YOUR TOOLS

Priya Raghunathan

Investors_v3.xlsx · Notes

follow up? (autumn)

Deck opened? ?

A March conversation, buried in the history

“Not now. Call me in the autumn.”

Before each call or handoff, someone has to find the note, check the activity and brief the next person.

WITH BALAU AI · IN ONE RECORD

Priya Raghunathan

Soft-circled
Data room activity
Opened Sep 19 · 6 of 9 pages
Call, Mar 14
“Not now. Call me in the autumn.”

Review her stage, recorded document activity and request together. Then decide how to follow up.

An illustrative comparison with fictional people and data. Activity records what happened; it does not infer investor interest.

DOCUMENTS, WITH CONTEXT

Share the documents.
See what gets opened.

Share a collection of documents with the people you choose. See opens, pages viewed and downloads, recorded against each invited address.

The activity stays connected to the investor and the raise, ready for your next conversation.

Explore Data Rooms

Available on Professional and above. Data Rooms are switched on per firm after a founder-led evaluation.

Files opened in this collection

Margaret Ellison

  • Riverside_Commons_Offering_Memorandum.pdf

    Opens
    4
    Pages viewed
    6
    Time on pages
    12m 22s
    Downloads
    1

  • Riverside_Commons_Financials.xlsx

    Opens
    1
    Pages viewed
    2
    Time on pages
    47s
    Downloads
    0
An example of what the activity record shows. Names and figures are fictional.

Draft follow-up email

Riverside Commons — following up on Thursday

Margaret, thank you for making the time on Thursday. You asked for the updated rent roll and the revised timeline, both of which are in the diligence pack now.

Sources:
1 communication, this customer’s guidance, 2 open action items
Redactions:
3 names anonymized, 1 SSN stripped, 1 signature stripped
An example of a drafted follow-up and what it was built from. Names and figures are fictional.

FROM CONVERSATION TO FOLLOW-THROUGH

A call ends.
The follow-up begins.

Use the conversation and your firm’s records to prepare a draft. Review the supporting sources, edit the wording, and decide what moves forward.

Consequential actions require human approval.

See how it works

FITS THE WAY YOUR FIRM WORKS

Start with one raise.
Keep your tools.

Start with one raise and an investor list. Connect the accounts your team uses, then review one investor’s history together. Professional includes guided onboarding with the founders.

Microsoft 365Google CalendarFathomSpreadsheet import

Connections are read-only. Your team maintains investor stages and re-imports changes from its source list; live CRM sync is not available.

See setup and daily upkeep

BUILT FOR THE LONG RELATIONSHIP

A raise ends.
The relationship continues.

The next raise starts with people your firm already knows. Keep the history of what was said and shared connected to the investor, ready for the next conversation.

Meet the founders and the company

THE PEOPLE BUILDING BALAU AI

Cheung Tam

Chief Executive Officer

Alex Budt

Chief Technology Officer

Experience across financial products, trading systems, payments and secure data infrastructure. Work directly with the founders during your evaluation.

CONTROL IS PART OF THE WORKFLOW

Your relationships.
Your firm’s rules.

Review our security approach
  • Access follows firm roles and data permissions.
  • AI-assisted outputs remain traceable to permitted sources.
  • Consequential actions require human approval.

SOC 2 Type 2 and ISO 27001 programs in progress. Read what AI sees, including redaction limits.