Investor & Board Portals for CFOs
Stop sending financial updates via email. Give your board and investors 24/7 access to real-time metrics, reports, and documents through a secure, branded portal.
Financial Transparency, Elevated
Professional investor relations and board communication that builds confidence and saves hours every month.
Real-Time Financial Dashboards
Connect to your accounting system and display live KPIs. Revenue, burn rate, runway, and custom metrics update automatically.
Secure Document Repository
Share board packages, financial statements, and investor updates in one secure location with granular access controls.
Board Meeting Prep
Eliminate last-minute scrambles. Board members can review materials beforehand, and you can track who's accessed what.
Built for Modern Finance Leaders
Everything you need to manage investor relations and board communications professionally.
Investor Relations
- Monthly investor updates with key metrics
- Fundraising data rooms with investor documents
- Cap table access and ownership tracking
- Quarterly financial performance reports
Board Management
- Pre-meeting board package distribution
- Real-time KPI dashboards for board members
- Historical meeting minutes and resolutions
- Strategic planning documents and OKRs
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