Before you sign up

Getting Ready

Welcome to invested.io, where your company's full operational picture is visible in one place! A few minutes of preparation up front will save you stops and starts later:

1.Gather login information for the business data platforms you use.
2.Organize your key documents such as customer contracts, loan and debt agreements, SAFE notes, etc. View a complete list below for reference.

What We Integrate With

invested.io connects with a broad range of business data and documentation. The more sources you integrate, the deeper and more insightful your company performance, calculated metrics, trends, forecasting, and investor reports become.

Note: We are continually adding new integration options. If you don't see one of yours listed here, let us know — but there's a good chance we're already working on it.

01
Bank Account(s)

We use Plaid for a secure connection and pull data from one or more banks and accounts to analyze cash on hand, runway, and burn rate.

Current Integrations: Plaid (secure connection to your banks)
02
Accounting

Your profit and loss, balance sheet, cash flow, net income, expenses, and more live here. Along with bank accounts this is the most important integration.

Current Integrations: QuickBooks Online, Xero, FreshBooks
03
Billing

This is where revenue, MRR, ARR, ARR growth, customer counts, ASP, expansion/contraction, churn and more come from.

Current Integrations: QuickBooks Online, FreshBooks, HubSpot, Stripe, Xero
04
CRM (the tool you use to track sales)

This shows your pipeline, how fast deals close, and conversion rates. Used to generate CLV / CAC, revenue per rep, conversion rates and more.

Current Integrations: HubSpot, Salesforce, Pipedrive, Attio, Notion
05
Payroll

This tells us your headcount and total team cost.

Current Integrations: Gusto (coming soon)
06
HR

This shows your headcount by department, tenure, and turnover. Used to calculate ARR per employee and more.

Current Integrations: Gusto (coming soon)
07
Customer survey

This captures customer satisfaction signals like NPS and CSAT.

Current Integrations: Manual input (integrations coming soon)
08
Accounts payable (A/P)

This shows your spending, vendor concentration, and working capital trends.

Current Integrations: QuickBooks Online, FreshBooks, Xero
09
Cap Table

This shows who owns what, dilution, your option pool, and fundraising history.

Current Integrations: Ledgy, document upload (from Carta, Cake, etc.)
10
Business Documents

If you keep this information in document form, organize them into online folders. You'll be able to integrate these through Google Drive, Dropbox, or upload.

Current Integrations: Google Drive, Dropbox, document upload
Expand to read which documents we analyze.
Your customer contracts, employee/contractor/vendor agreements, loan documents, cap table, and other documents are the "source of truth" for many metrics. Our AI agent reads your documents to generate accurate metrics and analysis, but doesn't copy, retain, or share your key documents with investors.

If you have any concerns or questions about this, reach out to us directly at support [at] invested.io and a real, live human will get back to you promptly.

Documents with important metrics invested.io analyzes:
- Sales contracts (they're the best source for some revenue metrics)
- Employment and contract agreements
- SAFE and convertible note documents
- Cap table
- Loan and debt agreements
- Security monitoring and incident reports
Additional documents:
- Patent, trademark, and IP records
- General company documents: articles of organization, EIN, operating agreement
- HR documents and employee handbook
- Product analytics reports and exports
- Internal documentation, playbooks, and policies
11
Inventory management (if you sell physical products)

This shows your inventory levels, turnover, and cost of goods sold.

Current Integrations: QuickBooks Online, Xero

Security & privacy

Your data, and your company's data, are yours.

We use your data to give you a complete picture of your company, and — to the extent you approve it — to generate investor reports. Your investors never get access to your raw data or accounts.

Only investors that you invite to join your invested.io circle can view a sub-set of your metrics. And only after you review and take action to share your information.

CASA (Tier 2) certified
invested.io has been granted Cloud Application Security Assessment certification.
SOC 2 in progress
We are actively in the SOC 2 compliance process with an independent auditor.
Read-only access
Every integration is read-only. We don't make changes inside your systems.
Query, don't collect
We don't copy or keep your underlying records. Our AI agent queries the systems you connect, and pulls only the specific data points needed to calculate metrics.

You can disconnect any integration at any time, and request full deletion of your company's information from our system.

Why set up integrations

invested.io provides proactive analysis of your company performance, calculated metrics, trends, forecasting, and investor report generation all in one place by aggregating data from across your business platforms.

Once your integrations are in place, you'll see how cash, revenue, customers, sales, profitability, fundraising, team, and compliance are improving or need attention, across roughly 123 standardized business metrics. And, through our AI, you'll be able to analyze and forecast using your complete data set.

We can't generate metrics or produce reports without the source data — so this is what lets you turn the lights on inside your own company first.

You control the context.

Reports are never sent to your investors automatically. Before any report goes out, you review it and decide when, what, and with whom to share.

Add context to any metric so investors understand the story behind the number
Catch errors before they ever reach an investor
Choose when to send, and to which investors

"If I connect my accounting software, can my investors see everything?" No.

Connecting your systems does not give investors access to your accounts or raw data. They never log into your tools, and they never see your underlying records.

One note: invested.io does not let operators selectively hide or rewrite metrics to present an inaccurate picture. What you can do — and what investors want — is provide context. A short note explaining a dip in revenue or a one-time expense is far more valuable than a sanitized report.

You set the tone. We make sure the numbers are accurate.

Congratulations — you're ready to join invested.io.

Once your credentials are handy and your documents folder is set up, the signup itself is fast. If something here raises a question, reach out before you start. We'd much rather spend a few minutes with you up front than have you stop midway through. Welcome aboard.

invested.io is an Oregon-based company. Our mission is to improve transparency, collaboration, and trust between operators and investors.

Getting Ready

What We Integrate With

Bank Account(s)

Accounting

Billing

CRM (the tool you use to track sales)

Payroll

HR

Customer survey

Accounts payable (A/P)

Cap Table

Business Documents

Inventory management (if you sell physical products)

Congratulations — you're ready to join invested.io.