Resources

We have put together a variety of resources for supporting your reporting and communication efforts with Investors.

Google Sheet Templates 

Advanced KPIs

*Coming Soon!*

Tailor your data tracking to best suit your and your investors’ needs


Google Sheet Template

Libraries & Guidelines

Due Diligence Explained & Checklist

*Coming Soon!*

The ins and outs of due diligence


Library

Doc Signing Guidelines

*Coming Soon!*

Get your documents signed fast


Library

Data Room Guidelines

*Coming Soon!*

Store, share, and manage your data securely


Library

Get Your Free Sample Update

 

The options of updates on investory are limitless:

 - Individual formatting and limitless context sections

 - Fully customizable charts, funnels and tables

 - Add images and documents to your report

Check your e-Mail inbox for our sample reporting!