Frequently Asked Questions

Each Navaris agent produces a different corporate finance output, all grounded in the same business context. Review scores fundraise readiness and strengthens your materials; Diligence drafts documents and answers investor questions with citations; Grants finds and drafts non-dilutive funding applications; Terms explains and prepares you for term sheet negotiation; and Reporting produces board packs and shareholder updates.

For accelerators, incubators and universities, Navaris Portfolio adds live visibility across every company they support.

Navaris Context connects to the tools you already use - document storage, accounting, CRM, cap table and more - and indexes the information you approve into one structured, connected source of truth.

Rather than copying files into yet another folder, it understands the relationships between your financials, customers, contracts, product, IP, team and governance, and keeps that picture current. It is the foundation every other agent works from.

A traditional data room is a static folder of documents, assembled by hand at the point of fundraising and out of date the moment something changes. It assumes complete documentation and relies on manual upkeep.

Navaris keeps an investor-ready data room current automatically from your approved sources - and it goes much further. Specialist agents act on top of that context to review your materials, answer diligence, draft documents and produce reporting, so you have corporate finance support between raises, not just during them.

A general-purpose AI tool starts from a blank page and a generic prompt. Navaris agents start from your live business context - your financials, customers, contracts, cap table and history - so the output is grounded in your actual business rather than plausible-sounding filler.

Every answer can be cited back to the underlying source, and because each agent draws on the same context, the numbers stay consistent wherever they appear.

No. The same business context powers an investor-ready data room for a raise, board packs and management reporting between raises, grant applications, term sheet preparation, and fast cited answers when an acquirer or investor runs diligence.

You add the agents you need as you scale, so Navaris is useful before, during and between funding events.

While expectations vary by stage, most investors look for clarity across a few core areas - the business model, commercial traction, financials, team, legal structure, and product or technology, including any trademarks and intellectual property.

Importantly, investors don't expect perfection; they expect transparency. A well-structured data room helps them understand where the business is strong, where it's still developing, and how risks are being managed.

Ideally, well before actively raising capital. Investors often ask for information earlier than expected, and being prepared reduces stress and missed opportunities.

An always-on data room also helps founders run the business more clearly outside fundraising. Because Navaris builds the data room from systems you already use, preparation happens as a by-product of connecting your tools rather than a separate scramble.

That's normal - very few start-ups have everything ready, especially at early stages, and investors understand that businesses are evolving.

Starting early lets you organise what you do have, identify gaps, and improve over time. A partial but well-structured data room is far better than none, and Navaris highlights inconsistencies so you can fix them before investors see them.

Navaris draws on your indexed source of truth to provide fast answers to diligence questions, with each answer cited back to the underlying document or record it came from.

Because investors can verify every claim against its source, answers build confidence rather than prompting another round of requests - and because the source of truth stays current, the answers stay consistent with everything else you've shared.

Navaris is built for the moments when a business has to show its workings - fundraising rounds, board meetings, investor and shareholder updates, acquisition or exit processes, and audits or other diligence.

Because the underlying source of truth is always current, the outputs each of these events needs are already taking shape rather than being created from scratch under time pressure.

Yes. Navaris is designed to be useful before, during, and between rounds.

Many teams use it to organise documentation and connect day-to-day systems early, so an investor-ready data room takes shape over time. The same source of truth produces board packs and management reporting between raises, reducing last-minute effort and enabling a faster response to inbound investor interest.

Once you approve a source, Navaris keeps it in sync. As the business changes, your data room, board packs and reports update from the same live source of truth.

Information stays current and consistent, so you are not rebuilding the same outputs by hand every time someone asks for them.

Yes. Navaris suits early-stage teams, including pre-revenue start-ups.

Many early teams use it to build good fundraising and reporting habits from the start, organising what they have and reducing future complexity as they scale.

Reconstructing what the business already knows - for a raise, a board meeting or a diligence request - pulls leaders away from running the company. Navaris removes most of that manual, repetitive work.

Because outputs are produced from a source of truth that stays current automatically, founders spend less time assembling documents and more time on growth.

No. Navaris connects to the tools you already use rather than replacing them. Your accounting platform, CRM, cap table and document storage remain your systems of record.

Navaris sits on top as a connected layer that indexes and structures what those tools hold, turning it into the outputs your stakeholders expect.

With the appropriate permissions, programme teams can see key metrics and progress across the cohort in one place, always drawn from each company's live source of truth.

This gives a current, consistent view of how companies are progressing without manual data collection - and without programme teams needing access to underlying company documents unless a founder chooses to share them.

Yes. The source of truth a founder builds during a programme belongs to their business and continues with them afterwards.

Founders keep their data room, reporting and connected sources, so the value built up during the programme carries on into future fundraising and reporting.

Because each company's information stays current, programmes can track progress over time and evidence outcomes across a cohort with consistent, up-to-date metrics rather than point-in-time surveys.

That makes it easier to demonstrate the impact of a programme to founders, partners and funders.

Yes. Navaris helps a company get into a state where its information is structured, consistent and verifiable - which is exactly what an investment or exit process demands.

An always-current data room and cited diligence answers reduce friction during the process and help maintain momentum through to completion.

Repeated requests usually happen when information is scattered, inconsistent, or out of date. Navaris centralises everything in one source of truth, so answers are consistent and easy to find.

Because answers are cited back to their source, the other side can verify them directly, removing a round of back-and-forth.

Yes. Deal readiness comes from having current, consistent, verifiable information available on demand - not assembled in a scramble once a process starts.

By keeping the source of truth live between events, Navaris means a company is ready to respond quickly when an opportunity arises.

Navaris is currently in private beta, and pricing will be finalised after the beta.

During this phase we work closely with early users to refine the product, develop case studies, and publish reviews. If you'd like to learn more or explore beta access, please get in touch.

Yes. Navaris is in private beta, working closely with a small group of early users.

We're prioritising access for founders, programmes and advisors who want to help shape the product. Get in touch to register your interest.

Get in touch through the contact page to request beta access or a demo.

We'll be in touch to understand what you're working on and arrange access where there's a fit.

Your business retains full ownership of all its data in Navaris, including anything accessed through connected tools.

Navaris does not claim ownership of your data, does not sell it, and does not use information received from your integrations to train generalised AI models or to improve the product. That information is used only to provide the outputs you ask for, such as your data room, board packs, and reports.

Yes. You decide what Navaris indexes in the first place, and you control exactly who can see each output.

Permissions are granular and can be revoked at any time, so sensitive information can be shared selectively and access removed the moment it is no longer needed.

Only if the founder chooses to share them. Portfolio and programme visibility is based on the metrics and progress a company agrees to surface, not on open access to its documents.

Underlying company documents stay under the founder's control, and any access is granted explicitly, governed by permissions, and logged.