Investor Relations —
Automated Data Rooms, Financials & Investor Updates
UpVault is an AI-powered investor relations platform that automates data rooms, calculates runway and burn rate from live financial data, detects metric anomalies before board meetings, and generates polished LP update reports on a schedule you control.
Enterprise-grade security. SOC 2-ready infrastructure.
Capabilities Included
This solution template assembles 6 platform capabilities into a complete investor relations stack — from data room to LP updates.
Investor Data Room
Secure, organized data room for due diligence. Upload, index, and share documents with investors via permission-controlled access links. Auto-organizes by category.
Financial Calculations (Runway, Growth, Burn)
Automated runway, burn rate, MoM growth, and cohort analysis. Connect your financial data and get CFO-quality metrics updated on every sync.
Anomaly Detection
AI monitors your key financial and operational metrics. Surfaces unexpected spikes or drops before your next board meeting — no more surprises.
CEO Digest
Weekly AI-generated executive summary of your key metrics, anomalies, and strategic signals. Deliver to your board, investors, or leadership team automatically.
Document Extraction
Extract structured data from PDFs, term sheets, cap tables, and financial statements. AI parses and normalizes document data into your dashboard automatically.
LP Report Generation
Auto-generate polished LP update reports with portfolio metrics, commentary, and performance charts. Publish on schedule or trigger manually before LP calls.
How It Works
Connect Data
Sync your financial systems, cap table, and document storage. UpVault indexes and normalizes everything automatically.
Monitor Metrics
Anomaly detection runs continuously. Any unexpected shifts in key metrics surface immediately — before your next investor call.
Generate Reports
CEO Digest and LP Reports are auto-generated on your cadence. Review, edit, and publish with one click.
Share Securely
Investors access their data room via secure permission-controlled links. No more emailing sensitive documents.
Fits in the Scale Plan
This solution template is available on the Scale plan. Mix and match capabilities across solutions.
Scale Plan
200 credits · 25 seats · all Scale capabilities
- All 6 Investor Relations capabilities
- 200 platform credits per month
- 25 seats for your team
- Combine with other solutions
- Priority support + dedicated CSM
- Model-agnostic — use any AI provider
See all plans → /pricing
Want more? Add capabilities anytime.
Investor Relations is a starting point. Combine it with Operations Command Center, Analytics Suite, or any other solution on the platform.
Frequently Asked Questions
How does UpVault's investor data room work?
UpVault provides a secure, permission-controlled data room where you upload, organize, and share documents with investors via access links. Documents are auto-organized by category (financials, legal, product) and investors only see what you grant them access to.
What financial calculations does UpVault automate?
UpVault calculates runway, burn rate, month-over-month growth, and cohort analysis automatically. Connect your financial data sources and get CFO-quality metrics that update on every sync, eliminating manual spreadsheet work before board meetings.
How does anomaly detection help before board meetings?
UpVault monitors your key financial and operational metrics continuously using AI. When unexpected spikes or drops occur, you receive alerts immediately rather than discovering problems during your next investor call. No more surprise questions from the board.
Can UpVault generate LP reports automatically?
Yes. UpVault auto-generates polished LP update reports with portfolio metrics, AI-written commentary, and performance charts. Reports publish on your chosen schedule or can be triggered manually before LP calls. The CEO Digest provides a weekly executive summary.
What document types can UpVault extract data from?
UpVault extracts structured data from PDFs, term sheets, cap tables, and financial statements using AI parsing. The extracted data is normalized and fed directly into your dashboard, so you can query financial metrics without manual data entry.
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UpVault
Investor relations, data rooms, pipeline management, and fundraise readiness scoring
Every interaction makes your AI smarter. No manual retraining required.