Simplify Investor Reporting and Fundraising
Reduce time and effort spent on investor reporting and increase the overall quality of your reports. Convince potential investors with customizable, professional KPIs and financial analytics. Leverage your investor relations and turn the task of investor reporting and fundraising into an opportunity for mentorship, learning and growth.
Tailor financial reports according to your investors' needs
You can define investor groups based on their requirements and specify exactly which content each group is able to access. After this quick step, you can rest assured that your backers will see KPIs relevant specifically for them.
- Create custom "Investor" user groups
- Select Investor-specific access to charts
Investor Portfolio Reporting
Investors can compare the KPIs of all portfolio companies.
- View the KPIs of one or several portfolio companies
- View historical and forecasted numbers
- Get a bottom-up view to financial analytics
Coming in Q1 2021.