Frequently Asked Questions

Startup Intros is a platform that helps startups raise capital by connecting them with investors. We provide tools for managing your data room, tracking investor relationships, and facilitating warm introductions to the right investors for your stage and industry.

Simply sign up for a free account, create your workspace, and start by uploading your pitch deck and key documents to your data room. You can then invite team members, add investor contacts, and begin sharing your materials with potential investors.

No! Our Starter plan is completely free with no credit card required. You can upgrade to a paid plan at any time to access more features and higher limits.

Yes! You can import contacts via CSV file or add them manually. We support importing from most CRM systems and spreadsheets.

You can upload any type of file including PDFs, Word documents, Excel spreadsheets, PowerPoint presentations, images, and more. Common documents include pitch decks, financial models, cap tables, legal documents, and product demos.

We take security very seriously. All documents are encrypted in transit and at rest using bank-grade encryption. We use secure cloud infrastructure, implement strict access controls, and conduct regular security audits. You maintain full control over who can access your documents.

Absolutely! You can set different confidentiality levels for each document and create custom shareable links with specific permissions. You can also set expiration dates, password protection, view limits, and control whether recipients can download documents.

Yes! We provide detailed analytics showing who viewed your documents, when they viewed them, how long they spent on each page, and whether they downloaded anything. You'll also receive real-time notifications when someone accesses your materials.

Deleted documents are moved to a trash folder where they remain for 30 days before permanent deletion. During this time, you can restore them if needed. Any shareable links to deleted documents will stop working immediately.

Our CRM helps you track all your investor relationships in one place. You can store contact information, track pipeline stages (from prospect to committed), log meeting notes, set follow-up reminders, and view the complete history of your interactions with each investor.

Yes! You can manage multiple fundraising campaigns simultaneously and track which investors are interested in each round. This is especially useful if you're raising seed funding while also planning your Series A.

While we don't directly introduce you to investors (we're a tools platform, not a broker), we do help you manage warm introductions from your network. You can track introduction requests, manage follow-ups, and see which connections led to successful meetings.

Yes! All paid plans include team collaboration features. You can invite co-founders and team members to your workspace, assign tasks, share notes, and work together on your fundraising efforts.

We offer three plans: Starter (free forever), Pro ($49/month), and Enterprise (custom pricing). See our pricing page for detailed feature comparisons. All paid plans include a 14-day free trial.

Yes! You can upgrade or downgrade your plan at any time. Upgrades take effect immediately, while downgrades take effect at the end of your current billing cycle.

Yes! Annual plans receive a 20% discount compared to monthly billing. Contact us for annual pricing details.

We accept all major credit cards (Visa, MasterCard, American Express, Discover) and PayPal. Enterprise customers can also pay by invoice.

We'll notify you when you're approaching your limits. You can either upgrade your plan or we'll work with you to find a solution that fits your needs. We never cut off access to your data.

We offer a 14-day money-back guarantee on all paid plans. If you're not satisfied for any reason within the first 14 days, we'll provide a full refund.

Pro and Enterprise plans include custom branding features. You can add your logo, customize colors, and remove Startup Intros branding from shared links and data rooms.

API access is available on Enterprise plans. You can integrate StartupIntros with your existing tools and workflows using our RESTful API.

Yes! You can export all your data at any time, including contacts, documents, and analytics. We believe in data portability and never lock you in.

We're continuously adding integrations. Current integrations include email providers for notifications and calendar apps for meeting scheduling. Enterprise plans can request custom integrations.

Our web platform is fully responsive and works great on mobile devices. A dedicated mobile app is on our roadmap.

All users receive email support. Pro plans include priority email support with faster response times. Enterprise plans include a dedicated account manager and phone support.

We typically respond to support requests within 24 hours on business days. Pro customers receive responses within 4 hours, and Enterprise customers get same-day responses.

Yes! We're fully compliant with GDPR, CCPA, and other major privacy regulations. You maintain ownership of your data, and we provide tools to help you comply with data subject requests. See our Privacy Policy for details.

We use secure cloud infrastructure hosted in the United States with regular backups. Enterprise customers can request specific data residency locations.

Enterprise plans include an SLA guaranteeing 99.9% uptime. We take reliability seriously and maintain redundant systems to ensure your data is always accessible.