Your investors see what you see — verified.
Real-time financial data shared through a beautiful, read-only portal. Every number cryptographically verified. No more quarterly reporting scrambles. No more Excel attachments.
Carta's cap table + Xero's books, in one platform.
Manage fund accounting, investor reporting, and portfolio analytics — all connected to your general ledger. No reconciliation between systems because there is only one system.
Real-time portfolio dashboard
Investors see live financial data: revenue, burn rate, cash runway, key metrics. Updated as transactions flow in, not when someone remembers to send a spreadsheet.
Fund accounting
Carried interest calculations, waterfall distributions, capital calls, NAV tracking — all connected to the general ledger. Audit-ready fund accounting with triple-entry verification.
Automated investor reporting
Quarterly reports generated automatically from live data. Customisable templates. Investors receive verified, up-to-date financials without your team spending 3 days preparing them.
Cap table synchronisation
Equity ownership, option pools, dilution modelling, and scenario analysis. Synchronised with your books. One source of truth for ownership and financials.
Cryptographic verification
Every number in the investor portal is backed by a triple-entry receipt. Investors can independently verify any figure. Trust through mathematics, not promises.
Granular permissions
Choose exactly what each investor sees. Board-level view, LP-level view, or custom dashboards. Role-based access control with full audit trail.
< 60s
to verify any number
Real-time
portfolio data updates
0 hours
quarterly prep time
See the investor portal in action
We are onboarding a select group of funds and portfolio companies during private beta. Book a walkthrough to see how the investor portal works with real data.
Give your investors the transparency they deserve.
14-day free trial. No credit card required. Setup in 2 minutes.