Frequently asked questions.

invested.io is the investor relationship and business intelligence platform built for startup founders and the investors who back them. It brings your business data, investor communications, and reporting together in one place, so you can spend less time managing spreadsheets and more time building your company.

invested.io is designed for two audiences.

Operators: Founders, entrepreneurs, and CEOs building startups.

Investors: Individuals and fund representatives who back early-stage businesses.

Both get a dedicated experience tailored to how they work and what they need.

Most founders spend an enormous amount of time manually pulling data from multiple tools, writing investor updates, and managing relationships across disconnected email threads. invested.io eliminates that overhead by connecting your existing business platforms, automating your reporting, and giving your investors a professional, real-time window into your business without the manual, time-consuming effort.

invested.io integrates with the tools startups already use, including QuickBooks, Xero, Stripe, Gusto, Salesforce, HubSpot, Plaid, Ledgy, Freshbooks, Pipedrive, Google Sheets, Dropbox, and many more. If your data lives outside a standard integration, you can also connect custom systems directly using the invested.io API.

Once you connect your platforms, invested.io analyzes your data to generate dashboards, track key metrics, and produce AI-powered Business Health Reports. Your data is used to give you and your investors a clear, current picture of how your business is performing.

A Business Health Report is a professional, investor-ready document generated automatically by invested.io's proprietary AI. It pulls from your connected business data to produce a complete performance summary including financial results, key metrics, period-over-period comparisons, and business updates. These are formatted and ready to share with your investors. What used to take hours of manual work now takes minutes.

Yes. Every report is editable before it goes to investors. You can adjust content, update metrics, change formatting, and add your own context anywhere in the document. You're always in control of what gets shared.

Before generating a final report, invested.io's AI identifies data points in your metrics that are likely to prompt questions from investors — such as a revenue change or a shift in headcount. You can answer those questions directly within the report builder, and your responses will be included in the report itself. Your investors get the full picture before they even have to ask.

The Investor Circle is your central hub for managing investor relationships. It gives you a complete view of everyone who has invested in your business, their ownership stake, investment amount, role, area of expertise, and contact information. It's more than a cap table. It's a map of the people and community most invested in your success.

Yes. The Investor Circle includes a built-in messaging board where Operators and Investors can post and reply to messages. You can open discussions on the Community Board, post an Ask to request advice or help from your investors, or share business Updates to keep everyone informed between formal reporting cycles.

When you're ready to raise, you can post a Funding Round update directly in your Investor Circle. Your existing investors are notified first — giving them priority access before the round opens more broadly. You can attach supporting documents like a pitch deck and executive summary directly to the post, and investors can signal their interest with a single click.

Investors get a clear, real-time view of every company they've backed without having to chase down updates. They can access Business Health Reports, view financial performance and key metrics, engage with founders through the messaging board, and express interest in new funding rounds. Investors who prefer privacy can also choose to appear anonymously to other investors within a circle.

No. In addition to its library of direct integrations, invested.io offers a developer-friendly API and SDK for teams that run custom databases or internal tools. If your data lives in a proprietary system, you can connect it directly to invested.io and push metrics programmatically, keeping everything in sync regardless of your tech stack.

Getting started takes just a few minutes. Sign up with your email address or connect via LinkedIn or Google. Once you've set up your account and chosen your user type, you can start connecting your data sources and inviting your investors right away.