Structured investor reporting — KPI packages, board decks, safe-harbor letters, and data-room access — generated directly from the live numbers in your accounting and CRM modules. No export to a slide deck, no emailing a PDF and wondering who opened it. Updates go out on schedule; stakeholders see exactly what you choose, in a controlled portal.
No add-on tiers, no feature gates — this is what the module ships with, included in every plan.
Revenue, burn, runway, MRR, headcount — pulled directly from the accounting and HR modules, not typed in manually. Every number has a source link back to the originating transaction.
Set a monthly or quarterly cadence and define a template once: highlights, metrics, financials, ask. The platform populates the numbers; you write the narrative and send.
Share board materials, cap table, due-diligence folders, and historical updates with specific investors via a permission-scoped portal. View tracking shows who opened what and when.
Combine financials, OKR progress from the Goals module, and headcount from HR into a single board packet. No assembly from four separate exports.
Send updates by email with in-app read receipts. Investors can comment or respond inside the portal — conversations stay attached to the update, not lost in someone's inbox.
Attach forward-looking statements, cap table snapshots, and 409A documentation directly to updates. All documents version-controlled and date-stamped.
Getting clean investor updates out usually means stitching together an accounting export, a spreadsheet, a DocSend link, and an email thread — every single month.
Start free with VCard & Link-in-Bio. Turn on Investor reporting and the rest of the catalog from one flat plan — no per-seat fee, ever.