Running a fundraising process often means pulling together endless spreadsheets, static decks, and scattered reports. With Abacum, you can create a live, connected data room that combines financial and operational metrics in one place.

As your business plan or scenarios change, your data room updates automatically — so investors always see the latest version without extra work from your team.

With Abacum, you can:

• Centralize actuals and forecasts into a single, always-up-to-date source of truth.

• Customize investor views with permissioned spaces and tailored metrics.

• Track engagement by knowing who viewed your data room and when.

Step-by-Step Guide to Setting Up Your Data Room in Abacum

1. Set Up Your Master Financial Template

Begin by importing all your company's historical actuals and forward-looking forecasts into Abacum. This creates a unified workspace that combines financial statements, operational metrics, and key performance indicators into one comprehensive data room foundation.

2. Customize Your KPIs and Financial Metrics

Tailor your data room in Abacum by adding or editing metrics with just a few clicks. Whether you need to showcase ARR per headcount, monthly cash burn rate, customer acquisition costs, or detailed unit economics, Abacum's flexible platform adapts to your specific reporting requirements.

3. Create Investor-Ready Data Room Versions

Generate multiple permissioned data rooms for different investor groups using the same underlying source data. This approach ensures consistency across all due diligence materials while allowing you to customize what each stakeholder sees based on their investment stage or information requirements.

4. Share and Monitor Data Room Engagement

Publish your Abacum data room as a secure, password-protected link that you can share directly with potential investors. The platform's built-in analytics provide complete visibility into the fundraising process, showing you exactly who accessed your data room, which sections they reviewed, and how much time they spent analyzing your financial information.