Investor Reporting Software
Boost investor confidence and trust
Engage your investors with interactive dashboards that tell a compelling story. Provide accurate financial data and all the metrics they need to feel confident in you and your business.
Fueling finance teams globally
4.8
Rating by G2 users
Outcomes
Real-time access to accurate data
Up-to-date in-depth reports ensure investors have real-time view of the data they want.
Faster alignment & stronger investor relations
Interactive dashboards, with drill-down and collaboration features to help investors review and analyze reports quickly.
Due diligence made fast & easy
Create investor packages including revenue, cash flow projections and custom metrics quickly.
Report accurate numbers anytime in real time
Be confident that your reports are always and consistently up to date. Numbers are automatically updated when they change in the underlying data sources.
No two investors measure metrics the same way. Calculate key SaaS metrics such as Burn Multiple, NRR, CAC ratio, and Rule of 40 at the most granular level of your data and report them the way your investors and board prefer.
Whether it’s a pro-forma statement, a monthly performance report, or a fundraising due diligence report, staying on brand and communicating your data in a meaningful way is easy with flexible formatting and styling options.
Engage investors with a more compelling story
"Drivetrain has allowed us to automate a majority of our financial reporting, from board decks, monthly closes, flux analyses, BvAs out to budget owners, etc. It has already saved us significant time, only a handful of month after beginning the implementation process."
Andrew De Fanti
FP&A Manager, Quantum Metric
Interact and engage with investors in a whole new way
Level up you investor communications
Investor reporting
Automate sharing of accurate business metrics with the board & investors in real time.
Performance reports
Create reports in a fraction of the time with data that is automatically updated each month with new actuals.
Interactive board decks
Tell the story behind your numbers with rich, interactive visualizations investors can drill-down into.
Root cause analysis
Confidently & quickly address higher-order questions with the powerful root cause analysis tool.
In-context commenting
Drive better discussions and stronger alignment by streamlining communications with powerful collaboration tools.
Scenario analysis
Explore potential impacts of changing market conditions & business decisions with our What-If analysis tool.
Frequently asked questions
What are the capabilities to look for in an investor reporting software?
For investor reporting, the ability to connect to and consolidate data from multiple source systems is critical. Such capability ensures business users can create timely reports, analyze the latest information and present results to investors.
These reports should be automatically updated in real-time when the numbers change in the underlying data sources to ensure they are always accurate, consistent and up-to-date.
Other critical capabilities include ability to drill-down to transaction-level data, commenting and collaboration features, and fine-grained access controls to enable investors to engage with your business more deeply, allowing them to explore the data themselves to uncover insights and new opportunities for growth.
In addition, an investor reporting tool should be easy to use and have an intuitive interface to navigate reports with minimal training.
Finally, such a financial management application and tool should be compliant with data privacy and security laws to ensure the protection of privacy and data—certifications such as SOC 2 Type 2 and ISO 27001 inspire confidence and trust.
Can I automate investor reporting?
Key to automating investor reporting is to have a financial reporting software that integrates with source systems and updates automatically. That’s the foundation for any automated reporting because you always want your reports to be accurate and up to date—you certainly don’t want the tool to automatically send out reports with old data! The system also needs to support role based access controls and in-app commenting so you can communicate and share just what you need to with whom you need to.
What do venture capitalists (VCs) and private equity firms want to see in investor materials like board decks or performance reports?
Every investor—existing or prospective—want to see your core business health and performance metrics to begin with. It's critical to present the narrative behind the numbers with the right visuals and call outs. It's helpful to start with hits and misses for the period, followed by the metrics and include any specific asks—after all, the aim of these meetings is to leverage their expertise and strategic connections to help your company succeed. Refer to our customizable investor update email template and board deck template to get started with your investor and PE communications and take the relationship to the next level.
Ready to start your journey?
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