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Own

Report to every investor in your CRM

Write an update in sections, send it to the investors in your CRM, and see what happened to every email, without rebuilding the list every month.

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01

A structure that repeats

Every update starts from the same sections: Highlights, Metrics and Asks. Rename, add or remove them, and investors learn where to look.

02

Sent to the right people

Recipients come from your investor CRM, filtered by pipeline stage. Add an investor there with an email and they are on the next update; anyone who unsubscribed is left out.

03

Delivery you can check

Every recipient carries its own delivery state, with the reason when a send fails. Unsubscribes are honoured without you maintaining a list.

More in Own

All features
Cap Table & Equity ManagementTrack shares, SAFEs, notes, warrants, and options in one register that recalculates the moment anything is issued, signed, or converted.
Stakeholder & Shareholder ManagementKeep every founder, investor, employee, advisor and entity on the same register as your cap table, with what they hold and how they came to hold it.
SAFEs & NotesCreate SAFEs and convertible notes from templates, send them for legally binding e-signature, and let conversion happen on the register instead of in your head.
WarrantsIssue warrants, keep exercise windows visible, and see their effect on fully diluted ownership at all times.
Equity Issuance & ESOPCreate the pool, grant options, and let cliffs and vesting schedules run themselves.
Round Modelling & ExitPrice a round, set the preferred terms, and see who owns what afterwards — including what everybody actually takes home at an exit.
AI CopilotAsk questions about your cap table, documents and compliance, and get answers from your own data rather than a generic model guess.

Free to start

Put investor reporting to work today.

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