Tell Netiva what you report each month and it builds a web app where the metrics, the written update and the documents behind them sit together, behind investor sign-in.
Build an investor update portal for a seed-stage company with 28 investors. Store investors with entity name, contact email, round and access status. Each monthly update has a reporting month, a headline, highlights, lowlights, an ask and a status of draft, in review or published. Attach metric rows to the update — ARR, net new customers, cash in bank, net burn and headcount — each with last month’s figure and a one-line comment. Investors sign in to read published months, follow the metric history and open the documents attached to each month. Keep drafts out of the portal until they are published.
The monthly investor update is the cheapest thing a founder can do and the first thing that slips. Month three goes out on the fifth, month four becomes a long email written in a rush, and by month six an angel is asking for numbers you already sent someone else. The metrics live in a spreadsheet, the narrative in a doc and the deck in a shared drive. An investor update portal built with Netiva keeps the KPI snapshot, the written update and the documents in one dated record per month, so every send repeats the last one.
Each update carries its own metric rows — ARR, net burn, cash in bank, headcount — with last month’s figure next to this month’s, so the change sits on the page instead of in someone’s head.
Highlights, lowlights and what you need from the room live in the same record as the numbers. A month stays a draft while you and your finance lead argue about wording, then goes out as one published update.
Investors open a link, sign in and find the archive, the metric history and the documents shared with them. Pausing access keeps a former holder out without deleting what they already read.
Publishing a month emails every active investor, and a scheduled job nudges you before the send date if the draft is still empty, so the cadence survives a busy quarter.
Netiva keeps your records in built-in collections. Here’s a starting structure — the agent adapts it to your prompt, and you can change it any time.
Who receives the update, under which entity and whether their access is still active.
One record per reporting month, from first draft to published.
The numbers reported in one month, one row per KPI.
Files an investor can open, tied to the month they belong to and to the investors they go to.
Required field. Types are Netiva collection field types.
A typical first version. Ask the agent for more, or annotate the preview to change any of them.
What a signed-in investor lands on: the newest published month, the headline metrics and the documents shared with their record.
Signed-in usersEvery published month, newest first, each with its headline and the two or three figures you lead with.
Signed-in usersThe KPI table with its change column, highlights, lowlights, the ask and the files attached to that month.
Signed-in usersOne line per KPI across every reported month, so an investor can follow a trend without opening 12 updates.
Signed-in usersWhere you write it: metric rows, the narrative blocks and the status that keeps the month out of the portal until it is ready.
Your teamEveryone on the list with their entity, type and access status, plus a read column the app fills in once you ask for open logging.
Your teamTell Netiva which metrics you report, who is on the distribution list and what a month’s update contains. The agent drafts collections for investors, updates, metric rows and documents.
Paste the updates you already sent by email into the grid so the archive and the metric history open with real numbers. The collection assistant tidies metric names and units across the rows.
Open the portal in the live preview, sign in as an investor and check that a draft month stays hidden and a file shared with one entity reaches nobody else. Annotate anything that shows more than it should and the agent changes it.
Publish in one click, invite investors to sign in, then switch on the publication email and the drafting reminder. Every later edit is checkpointed, so a change you regret rolls back.
| Criterion | With Netiva | Traditional build |
|---|---|---|
| Writing the update | One record per month that fills the portal page and the email when you publish it | A long email started from scratch each month, with the figures pasted out of a spreadsheet |
| Finding an old number | A dated archive and a metric history every investor can open for themselves | Scrolling an inbox for the month somebody forwarded, then trusting the figure in it |
| Getting started | Describe what you need in chat and watch it take shape in a live preview | Hire developers, or stitch together templates, plugins and a hosting plan |
| Content and data | Built-in collections with nine field types, bound straight to your pages | Set up and connect a separate database or CMS |
| Making changes | Ask the agent; every change is checkpointed and reversible | File a ticket, wait for a sprint, redeploy |
| Hosting and domain | Global hosting and automatic SSL; connect a custom domain from the Starter plan | Buy hosting, then install and renew SSL certificates yourself |
| Code ownership | Clean production code you own and can export | Locked into a template, plugin or agency setup |
Around 20 angels and one lead fund. The founder writes the month on the third, the finance lead checks the cash and burn rows against the bank, and the update publishes on the fifth to everyone marked active.
Revenue moves slowly, so the team reports units shipped, gross margin and weeks of runway instead, and uses the ask block to source introductions to the operations hires it needs before the next raise.
A quarterly letter, a portfolio table and capital account statements, posted as documents: the letter shared with every active partner, each statement shared with the one entity it belongs to.
Reporting to holders differs from raising from new investors. Mid-raise under Rule 506(b), publishing the round outside the sign-in can count as general solicitation. Keep the ask to people you already know, and check with counsel — a sign-in wall alone does not decide it.
The app records who receives the update and under which entity. It is not a share register, so keep ownership, option grants and closing documents in your cap table tool and attach an exported statement when investors need one.
Cash, burn and revenue are entered by your finance lead, or pulled from an accounting or billing provider’s API if one is offered. Netiva does not audit them, and a wrong figure in a published month is harder to walk back than a late send.
Investor rights agreements often set which statements major holders receive and how soon after each period closes. Read yours before you pick a cadence: the portal follows the schedule you give it, it does not know what you signed.
Netiva builds the portal; it does not offer, sell or promote securities. Use it to report to people who already hold an interest — updates, metric history and documents. Run an actual raise with counsel and, where it applies, a registered platform or broker-dealer, including who may see the ask, whether purchasers have to be accredited and which filings the offering requires.
Monthly is the usual cadence pre-seed to Series A, with many teams moving to quarterly as the company grows. The interval matters less than never skipping one. Check your investor rights agreement first: information rights usually name a delivery window per period for major holders, so set the portal to the tightest one you signed. It publishes on whatever cadence you choose and reminds you before the date.
Only if you want them to. Every document carries a shared-with list of investor records, and a signed-in investor sees the documents linked to their own record. Leave that list blank and the document reaches everyone whose access is active, which is usually what you want for the monthly deck. A capital account statement or a side letter names one entity, so it stays with the holder it belongs to.
No. Netiva builds the web app; it does not process investments, hold funds or check anyone’s accredited status. Offering securities is regulated: under Rule 506(c), an issuer that advertises an offering may sell only to accredited investors and has to take reasonable steps to verify that status. Keep the portal for reporting to existing holders and run the round with counsel.
You enter them, or the app fetches them. A finance lead types the month’s ARR, cash in bank, net burn and headcount into the collection grid in a few minutes. If your accounting or billing provider offers a REST API, you can ask the agent to pull those figures on a schedule with your key stored securely, and still review the row before the month publishes.
Yes, as a tile you ask the agent to add. The usual convention is cash in the bank divided by net monthly burn — cash out minus cash in for that month — which gives runway in months. Teams with lumpy months average the last three instead. Say on the page which definition you used, because investors will read it against the burn row above it.
Yes. Netiva writes clean, framework-standard code you own and can export whenever you want, with no proprietary runtime. That matters for something holding years of reporting: if a developer takes it over after a Series B, they start from readable source, and every change made before then is checkpointed so you can compare versions or roll one back.
Drafted with AI assistance from Netiva’s product pages and reviewed by the Netiva team. Example data models, screens and prompts are illustrative starting points, not customer projects.
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