Investor Reporting Software
Build confidence and trust
Engage your investors with on-demand, interactive dashboards that tell a compelling story, providing accurate financial statements and all the metrics they need to feel confident in you and your business.Book a Demo
Empowering fast-growing category leaders
4.9 star rating on G2
for Ease of Use on G2
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.
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
Create and share interactive, board-ready reports and dashboards that your investors can view on demand. Our ever-growing template library will help you get started quickly.
Customize your reports to reveal what really matters to investors and the board with the ability to analyze, illustrate, and explain metric trends by any dimension.
Use annotations to provide more context to your report and call-outs for extra emphasis where you need it.
Export your tables and charts to your board pack and other investor decks and drop them into our investor update email template to engage with investors in a more interactive way.
Before Drivetrain, our quarterly reports took up to three weeks to complete. But now, we have a monthly reporting cycle with all our metrics updated daily, which has helped us build a weekly forecast model.
Senior Manager, Office of the CEO
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Interact and engage with investors in a whole new way
Use our built-in collaboration tools to answer investor questions in context and streamline communication to make aligning on targets faster.
Create and calculate metrics on the fly, drill down into the data, and perform root cause analysis (RCA) in minutes to answer your investor or board questions live!
Use the What-If scenario analysis tool answer questions about the potential effects of changing market conditions or different business decisions on your company’s runway, costs, and revenue.
Build and compare multiple scenarios live and in minutes to tackle one-off questions and answer follow-up questions.
Discover insights quickly with powerful analysis tools
Use the What-If scenario analysis tool to examine the effects of different financial statement decisions on key financial ratios.
Create interactive dashboards to analyze metric trends by any dimension such as territories, segments, products, etc.
Identify key drivers and anomalies with one-click root cause analysis to optimize revenue, cost, and profitability.
Anticipate and detect deteriorating cash flow quality.