Reduction in manual data entry vs. spreadsheets
Reports generated in under a minute
Accuracy Rate
Data isolated by firm, never cross-shared
Stop managing spreadsheets and email threads. Submit once — and automatically share with every investor team.
Upload Excel or enter data directly — with smart mapping and validation that saves time and reduces errors.
Custom dashboards to show each user only what’s relevant to them — filtered by role, metric, and access level.
Granular access controls and field-level permissions ensure to keep sensitive data secure and audit-ready.
Quick to adopt for startups, and robust enough to support growing teams with evolving reporting needs.
From upload to output, fast — auto-mapping transforms your data into ready-to-use stakeholder views instantly.
“With DataOnDeck, our team submits KPIs and financials in minutes, not hours. Secure access and flexible uploads keep everyone on track and our board always informed.”
Choose a plan that fits your workflow.
Starter
From
$99/mo
For small teams tracking key metrics.
Includes:
Unlimited metric entries
Excel uploads & form input
Role-based dashboards
Secure access controls
Up to 3 Reviewers
Growth
From
$249/mo
Ideal for growing teams with advanced needs.
Everything in Starter, plus:
Custom stakeholder exports
Advanced access controls
Audit-ready workflows
Up to 10 Reviewers
Enterprise
Custom
For complex portfolios and compliance needs.
Everything in Growth, plus:
Dedicated onboarding
Custom integrations
White-label dashboards
SAML/SSO & enhanced security
25+ Reviewers
Get quick answers to common questions about submitting, sharing, and securing your portfolio data.
Only authorized users with assigned roles can access your data. Permissions ensure privacy and compliance for all stakeholders.
Upload Excel files or enter data directly. Smart mapping tools help you avoid duplicates and save time.
Your data is encrypted at all times. We follow industry-standard security protocols and maintain audit-ready records.
Yes. Dashboards and exports are customized to your permissions, so you share only what’s needed.
Questions? We're here to help.
For product or account support.
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