Ellty review for fundraising
Deal-grade controls (group permissions, reading-only files, watermarks, investor Q&A, NDA step, per-LP activity) plus AI features, at a public $149 a month. Investors open it from an email link with nothing to install, and the issuer can test everything first on a 14-day free trial.
Research file reviewed Oct 1, 2026 · Since 2020 · Australia · Cloud
Key facts
- Pricing
- $149 a month
- Free trial
- 14 days
- Hosting
- Cloud
- SOC 2
- Yes (hosting)
- ISO 27001
- Not listed
- Founded
- 2020
- Headquarters
- Australia
Overview
In feature terms Ellty belongs with iDeals and Datasite. Folders and files take permissions per investor group, any document can be locked to reading only, pages carry dynamic watermarks, logins need a second step, and investors accept an NDA before the index appears. Questions run through a Q&A module and every open is logged per person. AI features add summaries and search across a large room.
In a raise, two things decide most choices: what the investor sees and what the issuer pays. LPs and angels click an email link and land on a clear index with nothing to install, while the deal team can tell whether a pension fund opened the model or a family office skipped the PPM. The price is public, $149 a month, so a ten-month fund raise or a four-month Series A can go into the budget on day one.
Raises it suits
Company rounds from seed to late stage, Reg D and Reg CF offerings, first-time and established fund raises, real estate syndications and debt raises. The permission model handles an anchor LP or lead investor who needs more than the wider list.
Scores on five raise criteria
Ellty scores 8.6 overall. Its highest criterion is cost of a raise at 9.9. The black mark on each bar is the mean of the 16 rooms on this site.
How each criterion is calculated: scoring approach.
Mean of the 16 rooms on this site
Strengths
- Listed price of $149 a month with a 14-day free trial
- Q&A module, NDA signing and per-investor activity in one place
- Dynamic watermarks plus view-only and download control per file
- AI help for summaries and search across a large room
Not listed yet
- In-app redaction is not listed at the time of writing
- No native mobile app listed; investors use the mobile browser
- Single sign-on and an open API are not listed yet
Features for a raise
8 of the 12 features we track are listed by Ellty. Not listed: built-in redaction, native mobile app, api access, sso for your team.
| Feature | Ellty | Why it matters in a raise |
|---|---|---|
| Q&A module | LPs and lead investors post questions on a file; the deal team routes each one, drafts a reply and decides who sees it. | |
| Investor activity log | A per-investor record of opens, pages and minutes, which tells the IR team who is in diligence and who stalled. | |
| Dynamic watermarks | Stamps the reader and a timestamp over every page, so a PPM that leaks carries its source with it. | |
| Built-in redaction | Masks fee splits, investor names or personal data in place, with no edited duplicate to keep in sync. | |
| NDA e-sign step | Confidentiality terms an investor must accept in the room before folder one appears. | |
| Native mobile app | An installed app for phones and tablets, on top of reading in the mobile browser. | |
| API access | Lets a CRM or an internal script add investors, push files or pull the activity record. | |
| SSO for your team | Staff on the issuer side log in with the company identity provider rather than a separate password. | |
| 2-step verification | A code or an approval on a second device every time someone logs in. | |
| Drag-and-drop folders | An entire numbered folder tree goes up in a single drop, structure intact. | |
| View-only files | Files can be read but not saved or printed, and the setting can change mid-raise without a new invite. | |
| AI features | Help the vendor lists, for example summaries, search across documents, automatic filing or draft answers. |
Ellty pricing for a raise
Ellty lists $149 a month. The figures below multiply that list price by the months each raise usually keeps a room open.
Company round
$596
4 months, 3 users, list price
Fund raise
$1,490
10 months, 4 users, list price
Real estate raise
$447
3 months, 2 users, list price
Debt raise
$447
3 months, 3 users, list price
Compare the cost of your own raise
-
Ellty $596Listed price Visit Ellty -
iDeals $2,000 to $6,800Planning band Pricing notes -
Datasite $5,600 to $15,600Planning band Pricing notes
USD before tax, for the full raise period. Vendor list prices where published; elsewhere our planning bands, which are budgeting ranges and never a vendor quote. Get a written price before you commit.
Where Ellty fits
Out of 92 raise types we rank, these are the ones where Ellty places highest.
Security, setup and support
Setup is self-serve: create the room, drag in the folder tree, set groups and send invites. Support is rated highly in the network research file, and the interface is the easiest to learn of the 16 rooms on this site by the ease-of-use rating.
Certifications in our research file: SOC 2 (hosting). Two-step login is listed. Dynamic watermarks are listed. Request the newest attestation report before LPs or lenders start reading.
Before you sign: six hands-on checks
- Recreate your real index (01 Offering, 02 Terms...) and drop one full folder in.
- Send an invite to your own personal inbox and count the clicks to the first document.
- Lock the financial model to reading only, then try to print and save it as that test reader.
- Check that the test reader's name shows on the page and that the visit appears in the log.
- Post a mock LP question and route it to a colleague for the reply.
- Pull the activity export and compare it with what your IR file or CRM needs.
Ellty: questions and answers
What will Ellty cost over a raise?
Ellty lists $149 a month. A four-month company round with three users comes to about $596 at list price, before tax.
Can I try Ellty before paying?
Yes. The 14-day free trial includes every feature, which is long enough to finish the folder index and walk a colleague through the investor view.
Can investors ask diligence questions inside Ellty?
Yes. A Q&A module is listed, so a DDQ follow-up or a lender query can be raised, routed and closed without leaving Ellty.
What security attestations does Ellty list?
Our research file records SOC 2 (hosting). Before signing, request the latest report under NDA and check its date and scope.