InstaVal

Open InstaVal, plug in your numbers, and turn a rough raise into a structured process. Start by creating a company profile and importing your model—drag in a spreadsheet or map fields from your accounting exports. Choose a valuation approach that fits your stage (comparable companies, discounted cash flow, scorecard, or venture return logic) and run scenarios in minutes. Sensitivity sliders let you test pricing, growth, and margin assumptions without rebuilding formulas. InstaVal compiles the output into an investor-ready summary with visuals, key metrics, and a clean audit trail, so your team can align on a target range before outreach begins.

Next, find the right backers and get in front of them fast. Use the discovery engine to filter investors by sector focus, geography, check size, stage, and thesis keywords. Shortlist prospects, then assemble a standardized package—one-click bundles your highlights, model views, and documents into a submission. Add a short note, pick follow-up intervals, and hit send. Built-in outreach tracking shows opens, clicks, and replies, while funding specialists step in to nudge conversations and keep momentum. When an investor requests more detail, grant access to a secure document workspace with tiered permissions so you can share only what’s needed at each step.

Manage the entire raise from one pipeline. Create stages (sourced, contacted, meeting, diligence, terms, closed) and assign owners, tasks, and due dates. Compare term sheets side by side and simulate dilution before you commit. The equity ledger updates in real time as you tweak round size, price, and option pool, projecting ownership, vesting schedules, and post-money structure. When you close, convert your scenario into the live cap table, tag stakeholders, and distribute investor updates. InstaVal maintains a clean history of changes, keeps documents versioned, and centralizes notes so nothing gets lost across email threads and spreadsheets.

Investors and operators can use the same workspace to monitor portfolios. Track KPI snapshots by company, request quarterly uploads, and roll up performance across funds or business units. Build dashboards that spotlight runway, burn, net revenue retention, and valuation movements. Model follow-on checks, exits, and secondary sales to see fund impacts. For accelerators, organize cohorts, standardize data requests, and export reports for LPs. For CFOs, export journal-ready entries after a round and sync ownership changes to your reporting cadence. Get started on the free plan to validate fit, then upgrade when you need advanced permissions, automation, and tailored workflows.