Share Your Financials Securely
Send investors professional projections with controlled access. Set permissions, manage access, revoke anytime.
No credit card required
Control Who Sees What
Give investors the visibility they need while keeping your data secure.
Invite-Only Access
Protected sharing
Share with specific investors. Revoke access anytime. Your data stays yours.
View-Only Mode
Professional presentation
Investors see polished dashboards, not raw spreadsheets. No downloads, no edits.
Version Control
Lock when ready
Freeze your model during fundraising. Everyone sees the same numbers.
How it works
Input Your Business Basics
Revenue model, pricing, team size, costs
We Handle the Complexity
Automatic calculations, proper structure, industry benchmarks
Get Professional Outputs
Complete P&L, cash flow, balance sheet, and growth metrics
Control Who Sees What
Give investors the visibility they need while keeping your data secure.
Dashboard Presentation
Interactive visualizations instead of static spreadsheets. Professional charts, graphs, and KPI summaries that tell your growth story.
Always Current
Updates sync automatically across all shared views. No more sending updated versions after every change.
Professional Delivery
Share via secure links instead of attachments. Control access and maintain one source of truth.
Every Stage Covered
Optimistic
Hit all targets, maximize expansion
Optimistic
Hit all targets, maximize expansion
Optimistic
Hit all targets, maximize expansion
