Investor Portal
Current metrics your investors can check themselves.
A portal your investors can check on their own. Each metric is designed to link to its source and update when that source syncs.
Seed lead and board: all 12 metrics. Angels: revenue, runway and growth only.
Every figure traces to its source. No deck to rebuild.
- Revenue, SeptemberFrom your accounting feed, month closed 3 October.$86k+7%vs August
- Gross marginTutor payouts and platform fees, from billing.64%+1ptvs August
- Net burnFrom reconciled actuals, after revenue. Down a third month.$52k-$4kvs August
- Cash runwayBank balances against the locked plan.21 moToday
Investor updates are out of date when they arrive
The deck is a snapshot
You export a deck, and the numbers have moved before investors even open it.
The monthly update is a time sink
You spend hours rebuilding the same charts each month when only the numbers have changed.
Not everyone should see everything
Different investors, different access, and email attachments can't do that.
The 'can you send updated numbers?' email
Example: the monthly numbers request
An investor emails asking for the latest figures, again. Instead of rebuilding a deck, you send one link to the portal, which is built to hold the latest synced numbers.
- No monthly deck to rebuild
- Different views for different investors
- Click any figure to see where it came from
Choices you control when sharing numbers
Decisions to make before you share numbers with investors.
Current, permissioned numbers for your investors
Current metrics
The dashboard is built to update as your connected data syncs, so investors see the latest close.
Permissioned access
Choose what each investor sees, and show some more than others.
Source links
Every figure links to the accounting or billing record it was taken from.
Quarterly briefings
Add a written quarterly summary alongside the current numbers.
From choosing metrics to self-serve updates
- Step 1
Pick the metrics
Choose the dozen or so numbers your investors care about most.
- Step 2
Set permissions
Decide which investors see which metrics.
- Step 3
Publish the portal
Publish with your branding on a private Startup Suite link.
- Step 4
Let them self-serve
Investors check the portal themselves, so you stop rebuilding the same deck each month.
Questions about the investor portal
How is access controlled?
It's designed so you choose which metrics each investor can see and share a private link rather than a file.
Can I brand it as ours?
It's built for that. Add your logo and branding before you publish.
How is the data handled?
Investors only see the metrics you share with them, and we never sell your financial data. Full security details are available on request.
You decide who sees what
- Access is designed to be set per investor, so an angel and your lead investor can see different metrics.
- Nothing is meant to be visible to investors until you publish the portal.
- Built so investors can open the source behind a figure instead of asking you for it.
- The financial data you share here is never sold to anyone.
Tools for keeping investors informed
See all productsSend investors one link instead of a new deck
Choose the metrics you share, set who sees what, and send one link instead of a monthly deck.