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Give investors a real portal. Show them only what you choose.

Their holdings, plus the updates you decide to share, and nothing else.

Stop emailing PDFs and screenshots. Each investor signs in to their own portal, sees exactly what they own, and reads only the sections you have turned on for them.

Start Free The Investor's View
Investor Center visibility settings with a default and per-investor overrides.

Set a default for everyone. Override it for anyone.

Choose what investors see by section: financial statements, milestones, the team, communications, agreements, the data room, fundraising, tax, and each part of your board record. Set it once for everyone, then give any single investor their own settings. Everything starts off except their holdings, which are always theirs to see.

  • Publish by section, not all or nothing
  • Per-investor overrides on top of the default
  • Holdings always visible, because it is their own record
Investor Center visibility checkboxes with per-investor overrides.

A K-1 is one investor's business. It stays that way.

Corporate returns go to every admitted investor. Individual returns like K-1s go only to the shareholder they belong to, both in the list and on the download. The restriction is checked on the server every time, not just hidden from view.

  • Corporate and individual returns, organized by year
  • Individual documents locked to the named holder
  • Checked on every download, not merely hidden
Tax Center with corporate returns and restricted individual K-1s.

Financials, updates, a data room and your open round.

Share quarterly financials, investor updates, agreements and a due-diligence data room, all with folders and search. Publish your open round with its goal and progress, and give investors the team behind the numbers.

  • Document libraries with folders and search
  • Fundraising rounds with goal, price and progress
  • A management team directory investors can actually read
Due diligence data room with folders and documents.
Fundraising round with goal and progress.
Financial statements library.

Give investors a portal, not another email.

Start Free Next: Board Meetings