Submit financials, KPIs and milestones through one portal your investors already read from, and keep your own cap table in order — so board packs and investor requests stop arriving as one-off spreadsheets.
Your investor's request, your submission and their portfolio view are the same record.
Investor reporting requests arrive with due dates in one inbox.
Deals & Fund Management →P&L, balance sheet, cash and KPIs submitted once, mapped to line items, reviewed by your CFO.
Deals & Fund Management →The same figures appear in their portfolio monitoring and IC views — no re-cut per template.
Reporting & Analysis →Grants, rounds and the option pool on your own equity ledger.
Cap Table Management →Upload financials and KPIs to a portal your investors already read from, instead of answering the same request by email — with version stamps and a review step.
Deadlines, milestones and board materials sit next to the numbers they refer to, so the quarterly ask is a checklist, not a scramble.
Run the company's own cap table, option plan and rounds on the Enterprise Suite with the same ledger discipline your investors use.
Financials, KPIs and board materials go in once, and each investor reads the same figures in their own portfolio view.
One package, read in every view your investor uses.
The metrics your investors track, submitted with the financials.
Filed beside the period they describe.
Your own, kept on an equity ledger.
One upload per period instead of one per investor.
Milestones and board dates beside the numbers, and a cap table that adds up.
The same figures in their portfolio and IC views, without asking twice.
On Privatis you upload once; each investor reads the same figures in their own portfolio view, with your milestones and board dates beside them.
Sourcing → diligence → IC → close → monitor → exit in one system, with a CRM where the pipeline and the capital accounts are the same database.
ILPA-standard reporting and portfolio intelligence, with drill-down from any board-pack figure to the journal entries behind it.
Ownership is a query over an append-only, hash-chained ledger — not a cell someone typed. Common, preferred, options, RSUs, warrants, SAFEs and notes reconstruct on any as-of date.
Pre-money method with pool back-solve, post-money SAFE conversion to a fixed point, and anti-dilution — then close in one transaction that issues the class, converts the notes and pins pre/post versions.
Bring last quarter's package — we'll show you one upload landing in your investor's portfolio view.