Founders spend 4–8 hours per month compiling investor updates. Data lives in Stripe, GA4, HubSpot, and spreadsheets — pulling it together is tedious. Updates go out late or not at all. Investors complain about inconsistent formats.
AI-connected reporting tool that pulls real-time data from SaaS metrics tools, generates narrative summaries, creates professional charts, and delivers polished board/investor reports — automatically, on schedule.
Startup founders and CFOs at venture-backed companies (seed to Series C) who send monthly or quarterly investor updates but hate the manual data compilation
AI can generate professional narrative from raw metrics. API access to SaaS tools makes data aggregation possible. Investors expect more frequent, data-rich updates. Founders need to save time for building product.
Platform: $49/mo (Founder, 1 report type), $149/mo (Pro, multiple reports + investor portal), $399/mo (Enterprise with custom integrations). Annual: 20% discount.
Part of Carta platform. Basic email updates, no AI narrative or custom reports
Most founders use slides with manual data. 4–8 hours per update, often delayed
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