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InvestorBook keeps financials, decks, and dashboards polished, relevant and current — so when capital raises or exits are desired, management teams are always ready, without disruption.
Weeks wasted formatting decks and reports.
Version control chaos across email, SharePoint & Dropbox.
Inconsistent KPIs and messy financials.
No single source of truth for investors and boards.
All-consuming process to gather information for capital raises or exits.
No standardization across investor portfolio companies.
No self-directed access to relevant, timely information without interrupting management.
No continuous valuations or ability to test the capital markets for financing alternatives.
We build your institutional-grade portal once, then keep it current every quarter. It's like a dynamic CIM. Materials are best-in-class and will impress investors, Boards and owners. No more reinventing the wheel each time a new report or meeting comes around.
Updates tailored for every audience. From strategic updates to covenant reporting, we adjust the same core materials so you’re always speaking the right language to the right stakeholders.
Free your CFO from busywork so they can focus on performance. Instead of pulling late nights in PowerPoint, your team spends time driving results — while still delivering relevant, polished information that reflect well on leadership.
When the day comes, you’re already 90% prepared for a smooth capital raise or sale process. Invite an investment banker if you wish, and they'll be ecstatic by your preparedness. By keeping materials current and consistent, you’re not scrambling to pull together a Confidential Information Memorandum (CIM) or assemble a data room; you’ve been building one all along.
![[interface] screenshot of core features (for a ai legal tech company)](https://cdn.prod.website-files.com/image-generation-assets/d77c0669-7ba2-4bd5-a924-e306a10b7ebc.avif)
No more scattered emails, or version-control nightmares. All relevant information is centralized in a single portal for your stakeholders to view 24/7. Everyone is working from the same playbook, from cap tables to valuations, to financial updates and Board decks, it's all there.
With 28 years in investment banking, private equity, and as a 3-time CEO, Kevin Mitchell has been on every side of the table. InvestorBook was born to solve the pain CFOs feel — messy reporting, wasted prep time, and loss of credibility in front of investors.
Kevin has been party to over $2bn of transactions over the last three decades, as a sell-side M&A Advisor, institutional investor, family office investor and operator. He's navigated around the same problem his entire career and felt it was time to create a solution that helps operators bring relevant information to the forefront, gain alignment with investors, boards and service providers, and make their ability to raise capital and sell their companies ten times easier.
Investor-ready presentation.
Central source of truth.
Higher trust & better relationships.
Liquidity optionality & value capture.