Turn raw spreadsheets and metrics into polished, institutional monthly investor updates in minutes. Distribute via verified VuePort links and track which investors are actively reading your numbers.
Keeping your cap table informed shouldn't take an entire weekend of compiling spreadsheets, copying screenshots into slides, and sending BCC emails into a black hole.
The 10-Hour Formatting Trap
Pulling revenue, burn rate, runway, and team updates across disparate systems steals valuable operational hours from building your product and closing customers.
The BCC Email Void
You hit send on an email update and get radio silence. You have no idea if your lead partner read your key asks, skimmed the numbers, or let it sink in their inbox.
Cold Starts on the Next Round
When it's time to raise your Series A, existing investors are out of the loop and prospective investors have no track record of your execution velocity.
DealVue makes stakeholder updates repeatable, structured, and effortless.
Update key figures—MRR, burn rate, runway, cash balance, and headcount. DealVue preserves your monthly historical trend automatically.
Follow institutional VC reporting architecture: Highlights, Lowlights, Key Metrics, and Specific Asks (hiring, introductions, advice).
Use Clara AI to polish draft text into crisp executive summaries, white-label with your company logo, and send directly to your customized distribution pools.
Stop guessing what format investors want to read. Choose pre-built templates designed around institutional venture reporting standards or save your own custom company structure.
Sequoia Style Template
Structured around executive summaries, core metrics, highlights, lowlights, and explicit asks.
Lean KPI & Growth Pipeline
Quick monthly flash updates focused on unit economics, runway, sales velocity, and key milestones.
Stop rewriting 3 different versions of your update every month. DealVue lets you toggle visibility for each specific section so everyone sees exactly what they need to see—without exposing confidential financials to unverified leads.
Investors Only
Keep detailed cash balances, burn rates, and cap table metrics restricted exclusively to your verified cap table investors.
Advisors & Mentors
Share strategic asks, talent hiring blockages, and operational milestones with advisors without sharing confidential bank balances.
Prospective Investors
Nurture pipeline VCs with high-level growth velocity and customer highlights while building execution momentum for your next raise.
Don't worry about stiff phrasing or unpolished notes. Clara AI reviews your draft notes, sharpens executive summary points, and formats your metrics so your updates sound confident and investor-ready.
One-Click AI Polish
Transform raw bullet points into clear, professional executive summaries instantly.
White-Labeled Broadcasts
Header logo branding and CAN-SPAM compliant footers built directly into your send settings.
When an investor asks for your data room for your next round, 12 months of verified updates and metrics are already sitting in your DealVue workspace. No scrambling. No reconstructive accounting.
Time-Stamped Historical Record
Every monthly update is cryptographically logged, proving consistent execution to prospective lead investors.
Direct Link to Supporting Documents
Attach board decks, financial models, and customer case studies directly from your secure spaces.
Learn how to maintain institutional reporting cadences that keep your investors engaged and ready for your next round.
A standard institutional update includes: core traction metrics (revenue/MRR, burn rate, cash runway), highlights and product milestones, lowlights and hurdles, strategic asks (hires, customer intros), and links to supporting data room documents.
DealVue pulls data directly from your data room and cap table into structured update templates, auto-calculating runway and dilution figures so you can publish institutional updates in minutes rather than hours.
Yes. Every update is sent via secure, device-verified links that track opens, dwell time, and attached document views, giving you real-time signals on investor engagement.
Yes. DealVue supports scoped distribution tiers, allowing you to share sensitive board materials with existing investors while circulating high-level momentum summaries to prospective venture funds for your next round.
Start sending institutional updates in minutes. Free forever Launchpad plan.
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