_edited.png)
_edited.png)
Heading 6
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
Fundraise on your terms
Optimize for investment
Due diligence readiness matters to investors. Before you start pitching, use Promptly's Investment Readiness Tool to find out if you're positioned for a successful raise, how to value your company and structure the deal, and which investors to approach for the highest likelihood of success.
FOR FOUNDERS
On-Demand Reports to Streamline Due Diligence
Powered by human critical thinking and enabled by AI, the Promptly Investment Readiness Tool puts company insight and market intelligence at your fingertips with data-rich reports.
01
Due Diligence
Use this report to understand your business from end-to-end—how the company creates value, who it is competing against, what needs to be done to execute to plan, and whether the market will find it attractive for investment—so you can quickly surface missing data, key risks, and diligence priorities.
With this data, you can clarify the funding path, the milestones that de-risk the story, the gaps to close, and the narrative that will give the highest likelihood of fundraising success.
02
Valuation Analysis
Use this report to pressure-test valuation expectations by validating assumptions about company growth, profit margins, and comparables and to show how performance influences likely outcomes.
With this data, translate your growth story into a defensible valuation range.
03
Pitch Deck Builder
Use this report to create a compelling and comprehensive, yet concise, narrative that will be the foundation of your pitch to investors.
04
Investor List
Use this report to turn your fundraising efforts into a focused campaign that targets the highest-probability investors with messaging that resonates.
Why Investment Readiness Matters
83%
Of investors say a company's due diligence readiness impacts their investment decision
Up to 90%
Of first-time founders believe they made mistakes in their startup valuation
70%
Of founders feel unprepared when entering fundraising conversations
Find out if you're ready to raise, how to structure the deal, and which investors to approach
Sample Table of Contents
-
Market Analysis
-
Company Profile
-
Competitive Landscape
-
Strategic Growth Playbook
-
Key Diligence Risks
-
Readiness Snapshot
-
Capital Strategy Options
-
Target Investor Profiles & Positioning
-
Fundraising Roadmap
-
Sample Table of Contents:
-
Company Overview
-
Valuation Methodology
-
Comparable Benchmarking
-
Revenue Projections
-
Unit Economics
-
Valuation Range & Sensitivity Factors
-
Key Valuation Risks & Recommendations
-
Sample Table of Contents:
-
Problem
-
Solution
-
Product / Service Introduction & Value Proposition
-
Competitive Moat
-
Business Model & Unit Economics
-
Go-To-Market & Growth Playbook
-
Market Opportunity & Competitive Landscape
-
Traction & Team Credibility
-
Financial Outlook
-
Milestones
-
Capital Ask & Use of Funds
-
Sample Table of Contents:
-
Target Investor Thesis
-
Investor Segmentation
-
Prioritized Prospective Investor List
-
Relationship Mapping
-
Outreach Sequencing
- Progress Tracking
-
FOR FOUNDERS