Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Utilize a single platform to connect with all your investors, track their engagement with your updates, and seek assistance through both public and private status updates. Enhance the effectiveness of your status updates by incorporating reminder emails, customizable investor templates, image uploads, and Markdown capabilities. Articulate your company's journey from its inception by automatically sharing historical statuses and team feedback with all investors. Access a comprehensive view of every status report from all the companies you collaborate with, all consolidated within one platform. Maintain awareness with a unified chronological timeline of your portfolio's status updates displayed in the Reportedly feed. Encourage collaboration and support by providing comments and expressing appreciation for company updates, fostering a sense of community among investors. This integrated approach not only streamlines communication but also enhances the transparency and engagement of your investor relations.
Description
Source investment opportunities from various channels such as incubators, accelerators, co-investors, and investment banks, as well as through your own network, ensuring you curate and assess them using an objective scoring system. Collaborate with team members to build consensus and keep organized lists to facilitate the decision-making process for active evaluations. Tailor your deal flow to ensure efficient tracking of opportunities while working seamlessly with both internal and external stakeholders. Gain a comprehensive view of your entire deal landscape, allowing for streamlined access to all portfolio companies and enabling real-time collaboration on metrics, milestones, and other relevant data. Retain all deal information from the moment of sourcing through evaluation and investment, while managing investor relations, communications, and finances in a centralized location. Importantly, the system ensures that no data is ever deleted, as all information is versioned or archived, thereby preserving a complete record of every deal activity for future reference. This meticulous approach not only enhances transparency but also fosters informed decision-making throughout your investment journey.
API Access
Has API
No
API Access
Has API
No
Integrations
Docusign
No
Dropbox
No
Google Drive
No
Google Workspace
No
Microsoft 365
No
Microsoft OneDrive
No
Microsoft Outlook
No
Zoom
No
Integrations
Docusign
Yes
Dropbox
Yes
Google Drive
Yes
Google Workspace
Yes
Microsoft 365
Yes
Microsoft OneDrive
Yes
Microsoft Outlook
Yes
Zoom
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Reportedly
Country
United States
Website
www.reportedly.co
Vendor Details
Company Name
TheInvestorNet
Country
United States
Website
www.theinvestornet.com/features.html
Product Features
Investor Relations
Automated Reporting
No
Compliance Management
No
Custom Emails / Newsletters
No
Data Centralization
No
Deal & Acquisition Management
No
Document Creation
No
Document Management
No
Electronic Signature
No
IR Website Builder
No
Investor CRM
No
Investor Transactions / Valuations
No
Product Features
Investor Relations
Automated Reporting
No
Compliance Management
No
Custom Emails / Newsletters
No
Data Centralization
No
Deal & Acquisition Management
No
Document Creation
No
Document Management
No
Electronic Signature
No
IR Website Builder
No
Investor CRM
No
Investor Transactions / Valuations
No