Savvi Financings
Streamline diligence, financing ops, and investor relations with Savvi's financing toolkit and services.
Try it Free
AI-Enabled Diligence
Data Rooms
Investor Relations
Workflow Library
Integrated Services
AI Diligence Tools & Services
Replace pre-diligence fire drills with peace of mind. Receive AI-generated Ledgers to identify gaps in legal documentation and compliance. Access workflows and add-on services for both clean-up and upkeep.
Data Room Creation & Upkeep
Minimize diligence turn-around and legal fees. Generate integrated data rooms with time-saving diligence reports. Manage gating for reviewers and track activity.
Investor Onboarding & Reporting
Unlock scale and insights with your investor funnel & relations. Generate one link to share your financing data room & opt-in form with prospective investors. Send investor Deal Rooms for personalized diligence, signatures, and wires. Add investors to your Investor Reporting Portal for information rights and updates. Track investor engagement and activity logs at every step of the funnel.
Financing Workflows & Services
Streamline financing operations with Savvi's library of automated workflows. Leverage flat-fee services from our curated network of corporate paralegals and attorneys. Supported financings include:
- SAFE Notes
- Convertible Notes
- Preferred Stock
- Roll-up Vehicles (SPVs)
- M&A
- Crowdfunding
Get started with
Savvi Financings
Self-Serve Financings
- SAFEs & Convertible Notes
- Diligence Ledger Creation
- Data/Deal Rooms
- Corporate Transparency Filings
- Investor Reporting
- Onboarding Call + Chat Support
Assisted Financings
- Includes everything in Self-Serve
- Pre-Diligence Legal Audit
- Assisted Data Room Setup
- Financing Support Calls
- Roll-up Vehicle Setup (SPVs)
Full-Service Add-ons
- Financing Filings
- Preferred Stock & M&A Transactions
- Financing Administration
- Counsel Network
- Entity Conversion
- Fundraising & Exit Strategy
Free assessment and quote
