Documents

Create, share & track business critical documents

Collection of startup docs, including term sheets, financial models, NDAs, and more. Complete with secure document sharing and tracking.
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"For startups looking to get setup to take in funding, Investor Intelligence is by far the best solution I've seen."
Jay Taylor
Taylor Lewis LLP
Trusted by 15,000+ successful companies & investors
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Secure Document Sharing & Tracking
Raise capital the smart way
Send business critical docs to pitch or update investors. Know who is engaged and track
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Manage distribution. No big file downloads, no clogged inboxes, and nothing lost to spam filters. Make updates without changing URLs.
Control Access. Individual link sharing protects your document.
Real Time Notifications. See what investors are viewing and where they spend their time on your documents.
Essentials
Easily Create Essential Documents
Build documents to improve investor outreach. Executive Summary, Pitch Deck and more.
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essential
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409A Valuations
Get your 409A done right
Investor Intelligence's 409a is an easy, time-efficient service provided in partnership with Meld. Meld has done 1,000+ Valuations and has a proven track record. Get your 409A valuation done right so you can safely grant stock options to your employees.
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"Thanks for the support! The platform is really fantastic. You guys helped me get a lot of meetings with investors ultimately helping me raise money for my round."
Jason Sherman, CEO TapRm
One platform
What you can do with Investor Intelligence
Investor Database
Comprehensive database of 100k+ angel investors, VCs, family offices and investment funds
Investor Outreach
Easily send emails to investors. Track opens, clicks and interest.
409A valuations
Reputable, audit-ready, fast, cost-effective 409As
Alternative Capital
Offering non-dilutive debt capital from $25k to $1M for growth
Documents
Collection of startup docs, including term sheets, financial models, NDAs, and more.
Investor Management
Manage new investors and easily follow up with existing investors via updates
Document Tracking
Secure document sharing, whitelisting and support for electronic signatures
Cap Table
Easily keep accurate records of your company equity without needing to be a CPA.
Investor Update Templates
Keep your investors engaged with professional, beautiful investor relations updates
"The major revenue-based investing VCs"
Questions
Get in touch to discuss plans and pricing.
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