verified Built for CFOs & Finance Leaders

Close faster. Export a complete closing pack in one click.

Closing OS is an internal workspace for running a private capital raise. Track investor paperwork and signatures, prevent outdated document signing, and export a complete closing evidence pack for counsel and accounting — in one click.

Project Active

Series B Capital Raise

LIVE
Deal Checklist Progress 85% Complete
Sequoia Capital
V2 FINAL check_circle
Andreessen Horowitz
V2 PENDING pending
Benchmark Capital
V2 FINAL check_circle

Deployed on your domain • No fund custody • No capital raising • No legal advice

What it is

Closing OS helps your team run a private raise without chaos. It keeps every investor’s paperwork, signatures, and “what’s missing” in one place — then generates a complete closing evidence pack for your lawyer and accountants in one click.

Replaces

Email threads • Excel trackers • Scattered PDF folders • Last‑minute “who signed what?”

With

One deal dashboard • Version‑controlled documents • Investor checklists • Exportable closing evidence

Not a fundraising platform. No fund custody • No capital raising • No legal advice.

The manual closing headache ends here

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Signature chasing

Stop following up on missing signatures manually across dozens of email threads and Slack channels.

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Version confusion

Eliminate the "is this the final version?" debate. Maintain a single source of truth for every investor doc.

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Manual binder assembly

Generate complete, hyperlinked closing sets in seconds instead of spending days in Acrobat.

One platform to rule them all

Consolidate your fragmented stack into a purpose-built system for financial closing.

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The Friction

Fractured, Error-Prone Data

check_circle All investor signatures validated
check_circle One-click audit trail generated
check_circle Compliance-ready data export

The Result

Streamlined Execution

Powerful closing infrastructure

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Deal Room

A secure environment for investors to review and sign documents without friction.

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Investor Checklist

Real-time status tracking for every investor in your round, from first touch to final close.

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E-sign Sync

Native integrations with top e-signature providers to pull status and documents automatically.

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Capital Status Ledger

Track committed vs received funds (status only). Export clean summaries for finance, counsel, and accounting.

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One-click Export

Generate a complete closing evidence pack (ZIP + structured folders + summary CSVs) in minutes.

Custom Integrations

Connect with your ERP, CRM, or custom data stacks.

The Closing OS Workflow

1

Set Up

Upload templates and configure deal parameters in minutes.

2

Invite

Add your legal team and investors to their secure portals.

3

Sync

Automated tracking as signatures and funds come in.

4

Export

One click to generate your auditable closing set.

Simple, project-based pricing

No long-term commitments. Scale with your deal volume.

Single Raise Implementation

A fixed-fee rollout for one private raise, deployed on your domain.

CAD $xxxx fixed project fee

Typical rollout: 2-4 weeks • Includes 30-day stabilization

  • check Deployed on your domain (separate environment)
  • check Deal room + strict document version control
  • check Investor checklist + status dashboard
  • check E-sign sync (1 provider: DocuSign or Adobe Sign)
  • check Payment status ledger (status only)
  • check One-click Closing Evidence Pack export
  • check Training + 30-day stabilization window
Recommended

Enterprise Portfolio

For firms running multiple raises/projects with advanced roles, templates, and integrations.

Custom project + support
  • verified Unlimited projects / raises
  • check Multi-deal templates + configurable checklists
  • check Advanced roles + audit exports
  • check Integrations + custom hooks (as needed)
  • check Priority support + ongoing improvements

Frequently Asked Questions

Is this a legal service or law firm? expand_more
No, Closing OS is a workflow automation platform. We provide the infrastructure for your legal team and finance department to execute deals more efficiently. We do not provide legal advice.
How secure is the documentation? expand_more
Can we use our own e-signature accounts? expand_more

Want to see how this plugs into your next raise?

Get a tailored workflow audit from our capital markets experts.