Build Investor Trust That Lasts Beyond the Deal

Build Investor Trust That Lasts Beyond the Deal

Build Investor Trust That Lasts Beyond the Deal

Give your investors real-time visibility into their holdings, instant access to board documents, and proactive updates strengthening relationships from first check to exit.

Give your investors real-time visibility into their holdings, instant access to board documents, and proactive updates strengthening relationships from first check to exit.

Give your investors real-time visibility into their holdings, instant access to board documents, and proactive updates strengthening relationships from first check to exit.

Investor Management

Investors stay informed with dashboards, docs, and reports

$123456

Invested Amount

100,000

Total Shares

$800,000

Est. Shares Value

00%

Ownership

Add your Nominee

Add your nominee details for seamless document signing.

Add Nominee

Funding Round Valuations

Graph represents company's valuation and investment amounts evolve through different funding rounds.

1M

0

2M

3M

4M

Seed

Series A

Series B

Series C

Series D

Series-A

24/04/24

Company Valuation

1 M

Value of Shares

240K

Growth %

8%

Ownership Over Funding Rounds

Graph represents the progressive impact on ownership percentage as additional funding rounds occur.

Dilution

10%

0

20%

30%

40%

Seed

Series A

Series B

Series C

Series D

Series-A

24/04/24

Current Ownership

16%

Ownership Decrease

10%

Tabulate.

Dashboard

Settings

Investor Management

Investors stay informed with dashboards, docs, and reports

$123456

Invested Amount

100,000

Total Shares

$800,000

Est. Shares Value

00%

Ownership

Add your Nominee

Add your nominee details for seamless document signing.

Add Nominee

Funding Round Valuations

Graph represents company's valuation and investment amounts evolve through different funding rounds.

1M

0

2M

3M

4M

Seed

Series A

Series B

Series C

Series D

Series-A

24/04/24

Company Valuation

1 M

Value of Shares

240K

Growth %

8%

Ownership Over Funding Rounds

Graph represents the progressive impact on ownership percentage as additional funding rounds occur.

Dilution

10%

0

20%

30%

40%

Seed

Series A

Series B

Series C

Series D

Series-A

24/04/24

Current Ownership

16%

Ownership Decrease

10%

Tabulate.

Dashboard

Settings

Investor Management

Investors stay informed with dashboards, docs, and reports

$123456

Invested Amount

100,000

Total Shares

$800,000

Est. Shares Value

00%

Ownership

Add your Nominee

Add your nominee details for seamless document signing.

Add Nominee

Funding Round Valuations

Graph represents company's valuation and investment amounts evolve through different funding rounds.

1M

0

2M

3M

4M

Seed

Series A

Series B

Series C

Series D

Series-A

24/04/24

Company Valuation

1 M

Value of Shares

240K

Growth %

8%

Ownership Over Funding Rounds

Graph represents the progressive impact on ownership percentage as additional funding rounds occur.

Dilution

10%

0

20%

30%

40%

Seed

Series A

Series B

Series C

Series D

Series-A

24/04/24

Current Ownership

16%

Ownership Decrease

10%

Tabulate.

Dashboard

Settings

The Cost of Keeping Investors in the Dark

When investors can't track their holdings or access critical updates, trust erodesand that uncertainty shows up in future funding rounds.

Investors lack transparency post-funding

Investors are left guessing about their holdings, valuations, and ownership percentages. Quarterly updates aren't enough—they need real-time visibility to stay confident in their investment.

Investors lack transparency post-funding

Investors are left guessing about their holdings, valuations, and ownership percentages. Quarterly updates aren't enough—they need real-time visibility to stay confident in their investment.

Manual reporting delays frustrate stakeholders

Chasing down quarterly reports, compiling cap table updates, and manually calculating dilution burns hours of time while investors wait weeks for answers to simple questions about their holdings.

Manual reporting delays frustrate stakeholders

Chasing down quarterly reports, compiling cap table updates, and manually calculating dilution burns hours of time while investors wait weeks for answers to simple questions about their holdings.

Key updates get lost across emails

Board resolutions, funding announcements, and valuation changes get buried in email threads. When investors can't find information, every question becomes a distraction.

Key updates get lost across emails

Board resolutions, funding announcements, and valuation changes get buried in email threads. When investors can't find information, every question becomes a distraction.

One mistake breaks everything

A single error in ownership calculations or a missed board consent can damage investor confidence and create legal complications.

One mistake breaks everything

A single error in ownership calculations or a missed board consent can damage investor confidence and create legal complications.

Investor Relations That Build Confidence

Transform shareholder communication through proactive relationship-building with tools designed for transparency and trust.

Investor Update Mail

Hello Investor!

Activity Log

Maintain a complete audit trail of every investor interaction, board resolution, and document share—giving you accountability and giving investors peace of mind.

Secure Document Access

Share share certificates, term sheets, board notes, and legal documents in a secure, centralized hub. No more multiple email threads—just one source of truth for all stakeholders.

Real-Time Investor Dashboards

Give every investor a personalized view of their shareholding, current valuation, and ownership percentage—updated automatically after every funding round or equity event.

Ownership Dilution Over Funding Rounds

Funding Round Valuations

Seamless Integrations

Synced with Your Cap Table

Investor data pulls directly from your cap table, ensuring valuations, ownership stakes, and dilution calculations are always accurate and up-to-date across every stakeholder view.

Financial Reports

Check your periodic reports

Yearly

FY 2025

FY 2024

FY 2023

FY 2022

Finance Report.pdf

Download

Cap Table Report.pdf

Download

Equity Report.pdf

Download

Scheduled Investor Reports

Set quarterly, annual, or custom reporting schedules and let Tabulate set reminders and distribute investor updates—keeping stakeholders informed without manual work.

Investor Relations That Build Confidence

Transform shareholder communication through proactive relationship-building with tools designed for transparency and trust.

Investor Update Mail

Hello Investor!

Activity Log

Maintain a complete audit trail of every investor interaction, board resolution, and document share—giving you accountability and giving investors peace of mind.

Secure Document Access

Share share certificates, term sheets, board notes, and legal documents in a secure, centralized hub. No more multiple email threads—just one source of truth for all stakeholders.

Real-Time Investor Dashboards

Give every investor a personalized view of their shareholding, current valuation, and ownership percentage—updated automatically after every funding round or equity event.

Ownership Dilution Over Funding Rounds

Funding Round Valuations

Seamless Integrations

Synced with Your Cap Table

Investor data pulls directly from your cap table, ensuring valuations, ownership stakes, and dilution calculations are always accurate and up-to-date across every stakeholder view.

Financial Reports

Check your periodic reports

Yearly

FY 2025

FY 2024

FY 2023

FY 2022

Finance Report.pdf

Download

Cap Table Report.pdf

Download

Equity Report.pdf

Download

Scheduled Investor Reports

Set quarterly, annual, or custom reporting schedules and let Tabulate set reminders and distribute investor updates—keeping stakeholders informed without manual work.

Investor Update Mail

Hello Investor!

Activity Log

Maintain a complete audit trail of every investor interaction, board resolution, and document share—giving you accountability and giving investors peace of mind.

Secure Document Access

Share share certificates, term sheets, board notes, and legal documents in a secure, centralized hub. No more multiple email threads—just one source of truth for all stakeholders.

Real-Time Investor Dashboards

Give every investor a personalized view of their shareholding, current valuation, and ownership percentage—updated automatically after every funding round or equity event.

Ownership Dilution Over Funding Rounds

Funding Round Valuations

Seamless Integrations

Synced with Your Cap Table

Investor data pulls directly from your cap table, ensuring valuations, ownership stakes, and dilution calculations are always accurate and up-to-date across every stakeholder view.

Financial Reports

Check your periodic reports

Yearly

FY 2025

FY 2024

FY 2023

FY 2022

Finance Report.pdf

Download

Cap Table Report.pdf

Download

Equity Report.pdf

Download

Scheduled Investor Reports

Set quarterly, annual, or custom reporting schedules and let Tabulate set reminders and distribute investor updates—keeping stakeholders informed without manual work.

Best-in-class Shareholder Management

From your first angel investor to your Series C fund, give every stakeholder the transparency and communication they deserve—without the administrative burden.

Best-in-class Shareholder Management

From your first angel investor to your Series C fund, give every stakeholder the transparency and communication they deserve—without the administrative burden.

Best-in-class Shareholder Management

From your first angel investor to your Series C fund, give every stakeholder the transparency and communication they deserve—without the administrative burden.

The Cost of Keeping Investors

in the Dark

When investors can't track their holdings or access critical updates, trust erodes—and that uncertainty shows up in future funding rounds.

Investors lack transparency post-funding

Investors are left guessing about their holdings, valuations, and ownership percentages. Quarterly updates aren't enough—they need real-time visibility to stay confident in their investment.

Investors lack transparency post-funding

Investors are left guessing about their holdings, valuations, and ownership percentages. Quarterly updates aren't enough—they need real-time visibility to stay confident in their investment.

Manual reporting delays frustrate stakeholders

Chasing down quarterly reports, compiling cap table updates, and manually calculating dilution burns hours of time while investors wait weeks for answers to simple questions about their holdings.

Manual reporting delays frustrate stakeholders

Chasing down quarterly reports, compiling cap table updates, and manually calculating dilution burns hours of time while investors wait weeks for answers to simple questions about their holdings.

Key updates get lost across emails

Board resolutions, funding announcements, and valuation changes get buried in email threads. When investors can't find information, every question becomes a distraction.

Key updates get lost across emails

Board resolutions, funding announcements, and valuation changes get buried in email threads. When investors can't find information, every question becomes a distraction.

One mistake breaks everything

A single error in ownership calculations or a missed board consent can damage investor confidence and create legal complications.

One mistake breaks everything

A single error in ownership calculations or a missed board consent can damage investor confidence and create legal complications.

Transform shareholder communication through proactive relationship-building with tools designed for transparency and trust.

Investor Relations That Build Confidence

Investor Update Mail

Hello Investor!

Activity Log

Maintain a complete audit trail of every investor interaction, board resolution, and document share—giving you accountability and giving investors peace of mind.

Secure Document Access

Share share certificates, term sheets, board notes, and legal documents in a secure, centralized hub. No more multiple email threads—just one source of truth for all stakeholders.

Real-Time Investor Dashboards

Give every investor a personalized view of their shareholding, current valuation, and ownership percentage—updated automatically after every funding round or equity event.

Ownership Dilution Over Funding Rounds

Funding Round Valuations

Seamless Integrations

Synced with Your Cap Table

Investor data pulls directly from your cap table, ensuring valuations, ownership stakes, and dilution calculations are always accurate and up-to-date across every stakeholder view.

Financial Reports

Check your periodic reports

Yearly

FY 2025

FY 2024

FY 2023

FY 2022

Finance Report.pdf

Download

Cap Table Report.pdf

Download

Equity Report.pdf

Download

Scheduled Investor Reports

Set quarterly, annual, or custom reporting schedules and let Tabulate set reminders and distribute investor updates—keeping stakeholders informed without manual work.

Investor Update Mail

Hello Investor!

Activity Log

Maintain a complete audit trail of every investor interaction, board resolution, and document share—giving you accountability and giving investors peace of mind.

Secure Document Access

Share share certificates, term sheets, board notes, and legal documents in a secure, centralized hub. No more multiple email threads—just one source of truth for all stakeholders.

Real-Time Investor Dashboards

Give every investor a personalized view of their shareholding, current valuation, and ownership percentage—updated automatically after every funding round or equity event.

Ownership Dilution Over Funding Rounds

Funding Round Valuations

Seamless Integrations

Synced with Your Cap Table

Investor data pulls directly from your cap table, ensuring valuations, ownership stakes, and dilution calculations are always accurate and up-to-date across every stakeholder view.

Financial Reports

Check your periodic reports

Yearly

FY 2025

FY 2024

FY 2023

FY 2022

Finance Report.pdf

Download

Cap Table Report.pdf

Download

Equity Report.pdf

Download

Scheduled Investor Reports

Set quarterly, annual, or custom reporting schedules and let Tabulate set reminders and distribute investor updates—keeping stakeholders informed without manual work.