Every month, thousands of Operators spend hours pulling numbers from their accounting software, CRM, bank accounts, and payroll systems to create investor updates. The reports are inconsistent. The metrics are sometimes wrong. And the process takes time away from actually running the company.

On the other side, Investors piece together updates from dozens of portfolio companies, each reporting different metrics in different formats on different timelines. Critical signals get buried. Problems surface too late. And the question investors ask goes unanswered: Where can I actually help?

invested.io fixes this in a few ways. 

We connect directly to the systems Operators use, such as QuickBooks, Xero, Plaid, Salesforce, and more, to automatically compute over 120 business metrics across cash and runway, revenue, customers, sales, profitability, compliance, balance sheet, fundraising, and team health.  

Second, invested.io gives Operators the ability to quickly generate beautiful investor reports, and to see their company through the eyes of Investors and acquirers—financial and performance metrics made simple. Meanwhile, Investors can see their privately held investments' performance data, investor reports, and easy ways to help their portfolio companies. 

Early users get in free: we're gradually rolling out a limited number of accounts and are excited to make the platform more widely available later this year.

Join the waitlist at invested.io.

Invested.io

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Invested.io

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