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Investor Portal

Prepare for Investment. Raise Capital. Stay Compliant.

Leverage a centralized framework for managing all your corporate governance activities

Get AI-enabled insights on how investors will view your company and what you need to pass due diligence with flying colors

Set up, advertise, manage, and close your capital raise without having to pay investment banker retainers or success fees

Streamline document management while maintaining the highest standards of security and confidentiality

Access verified contact information for investors in your space so you can target your outreach

Strong governance that strengthens investor confidence

PromptlyFunded keeps your governance clean, compliant, and investor-ready— and supports you with AI tools to optimize your valuation, manage your own fundraise, and connect with the right capital partners when the time is right for outside investment 

See who is raising capital
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Find out if a company is ready for --and prepared to make the most of -- outside investment

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PROMPTLY INVESTOR PORTAL

Execute a private capital raise from cold call to close with a branded and compliant investor portal

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PROMPTLY GOGO INVESTOR DATABASE

Connect with investors and contribute to a community-built investor and LP database

Raise with

clarity

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Our mission is to empower small- and medium-sized enterprises to raise early rounds of funding on their own, maximizing the growth potential of every dollar

FOR FOUNDERS

Are You Investment Ready?

Use the Promptly Investment Readiness Tool to get an insider look at how investors will view your company

Explore

FOR INVESTORS

Active Investment Opportunities

Find out who is using the Promptly Investor Portal to compliantly and cost-effectively raise capital*

View Now

*Opportunities are presented by third-party issuers via the Promptly Investor Portal. PromptlyFunded does not evaluate or endorse these offerings. Investors should conduct independent due diligence.

OUR PRINCIPLES

Why PromptlyFunded

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Compliance-First

Built for compliance, enhanced by AI, and optimized to increase founder and funder confidence

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Control

Puts founders and funders in control of the timing, narrative, and cadence of investment

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Connection

Leverages technology as an enabler while always keeping humans in the loop

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Creativity

Designed to make private capital accessible to all founders through education and technology empowerment

END-TO-END SUPPORT
FOR FOUNDERS SEEKING FUNDING

How to Raise Capital with PromptlyFunded

Step 1: Optimize Investment Readiness

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Subscribe to the Investment Readiness Tool to get insights on how investors will view your company and what you need to do to pass due diligence with flying colors

Step 2: Set Up Your Investor Portal

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Leverage the Investor Portal to set up, advertise, manage, and close your capital raise without having to pay investment banker retainers or transaction-based success fees

Step 3: Connect with Prospective Investors

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Access the GOGO Investor Database to get verified contact information for investors in your space and connect with vetted partners for strategic advice and services to round out your fundraising team

CONNECTING FOUNDERS AND FUNDERS

Promptly Investor Portal

A compliance-ready fundraising and investor relations platform that streamlines prospecting, payments, and reporting, with a real-time dashboard that allows founders to monitor the momentum of their raises at a glance and a built-in workflow that tracks investors from first click to funded commitment and ongoing communication

Real-Time Dashboard

Visualize how your capital raise is performing at a glance — see how much you've raised, who is investing, and where leads are in the funnel

Investor Tracking

View detailed investor profiles and capture leads who view your documents but stall in the process, automatically triggering emails to re-engage

Investor Management

Upload financials, decks, and disclosures one time, making them instantly available to verified investors with no additional work

Investor Accreditation

Perform instant KYC, AML, and accreditation checks to verify every investor, reducing manual work and compliance risk

Team Collaboration

Add team members with role-based permissions to manage your raise efficiently and securely

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