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-module fee, ever.
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