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Investor Portal

Prepare for Investment. Raise Capital. Stay Compliant.

Corporate Governance Manager

Leverage a centralized framework for managing all your corporate governance activities

Report Engine

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

Fundraising Platform

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

Data Room

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

GOGO Investor Database

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

FOR INVESTORS

Invest with confidence

Find. Invest. Manage.

Find and fund bright ideas

Streamline due diligence

Due diligence readiness matters. Before your team takes a deeper dive into a prospective investment, use Promptly's Investment Readiness Tool to gain insight into the company's market, valuation, and funding feasibility.

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Manage current investments

With the Promptly Investor Portal, you can review documents and fund investments from a secure, compliant platform. Get real-time status and updates from the founders you've invested in. 

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Find the next big idea

From your Promptly Investor Portal dashboard, see new offerings and follow companies that fit your interests and investment thesis. Be the first to know about active investment opportunities.

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FOR INVESTORS

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 the 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.

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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.

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With this data, translate the company's 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 the pitch to investors.

04

Investor List

Use this report to turn fundraising efforts into a focused campaign that targets the highest-probability investors with messaging that resonates.

Learn more about Promptly's insights and intelligence

  • 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

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  • 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
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