Be investor-ready before the first meeting.
InvestorVault helps founders and SMEs manage investor updates, fundraising documents, forecasts, due diligence questions and capital raising workflows in one AI-powered portal. Create a clean data room, track investor interest, answer questions faster and show investors you are organised.
Built for startups, SMEs, advisors, accountants, corporate finance teams and founders raising capital.
Most private-company investor relations is still run the old way.
Founders are raising capital with folders, spreadsheets, emails and old pitch decks. Investor updates get delayed. Data rooms go stale. Forecasts sit in Excel. Investor questions are answered manually. When the next raise starts, everyone scrambles.
- Data room not ready when investors ask
- Investor updates take too long to write
- Forecasts are disconnected from actuals
- Same investor Q&A answered again and again
- Documents are hard to control and version
- Investor pipeline lives in messy spreadsheets
- No single source of truth for the company
One portal for every investor workflow.
Keep your company raise-ready all year. Store documents, write updates with AI, track forecasts, manage investor questions and prepare for your next capital raise from one founder-friendly platform.
- Built specifically for Australian private companies
- AI does the admin — founders stay in control
- Everything organised, permissioned and ready to share
Everything a founder needs to manage investors.
Ten core capabilities, one secure portal.
AI investor update writer
Draft polished monthly updates from a few founder bullets.
Always-ready data room
Keep documents organised, current and permissioned all year.
Capital raise workspace
Investor pipeline, DD checklist, term sheets and tasks in one place.
Investor Q&A memory
Every question and answer reused across investors.
Forecast vs actual tracking
Revenue, burn, runway and KPIs explained in plain English.
Investor messaging
Reach all shareholders, board or angel groups instantly.
Investor discovery agents
AI builds your target investor list and drafts outreach.
Board pack generator
Turn monthly numbers into board and shareholder packs.
Document access controls
Permissions, audit trail and full activity history.
Investor activity history
See who viewed what, when, and how often.
Turn founder notes into investor-ready updates.
Add a few bullet points, upload your numbers, and let AI draft a clear monthly update. Review, edit, approve and send from one place.
- Drafts updates from real data
- Saves every update to your company history
- Founder approves everything before it sends
Your data room should always be ready.
A great data room is not a one-off folder. It is a living record of your company. Keep legal, financial, commercial and operational documents organised, permissioned and ready to share.
- AI checks for missing or stale documents
- Granular permissions per investor
- Full activity log on every file
Move from messy raise management to a repeatable process.
A dedicated workspace for your raise — target amount, valuation, use of funds, investor pipeline, DD checklist, investor questions, commitments and follow-up tasks.
- Investor pipeline by stage
- Due diligence checklist
- Documents shared with permissions
Stop answering the same question five times.
Every investor question and answer is saved. When another investor asks something similar, AI suggests the previous answer. Over time, the platform becomes a reusable knowledge base for capital raising.
- Reuse answers across investors
- AI matches similar questions
- Founder always approves before sending
Forecasts that stay connected to reality.
Track revenue vs actuals, MRR, cash burn, runway, margins, customers, churn, headcount and milestones. AI explains variances in plain English, so updates write themselves.
- Forecast vs actual side-by-side
- Runway and burn always current
- AI-generated variance explanations
Find the right investors, faster.
The platform helps you find potential investors based on industry, stage, cheque size, location, past investments and theme. AI builds your target list, drafts outreach and tracks responses.
- Filter by stage, sector, cheque size and location
- AI-drafted outreach messages
- Track responses and warm intro paths
Reach every shareholder group in one place.
Message all investors or select groups — shareholders, board, angels, strategic, advisors or crowdfunding investors. Every message saved against the company record.
- Segmented broadcasts
- Full message history per investor
- No more lost email threads
Better investor communication builds trust.
Investors do not expect everything to go perfectly. They expect transparency, discipline and fast access to the right information. A clean investor portal helps founders build trust before, during and after a raise.
Built for every stage of the journey.
Preparing for a seed raise
Build your data room, create your investor list, draft your investor FAQ and manage every conversation.
Monthly investor updates
Use AI to draft polished updates from your actual numbers, milestones and founder notes.
Managing angel investors
Keep all shareholders informed without hundreds of manual emails.
SME growth capital
Prepare lenders, investors or strategic partners with clean financials and documents.
Board reporting
Turn monthly performance data into board-ready updates and packs.
Investor data room & capital raising questions, answered.
The questions founders and SMEs ask most when getting investor-ready.
Be ready before investors ask.
Stop scrambling before every investor meeting. Start every conversation ready.