Docs/Board & Investors

Sharing with investors

Generate professional board reports and share them securely.

Board viewer

Go to Settings → Board Access and generate an access token. Share the viewer URL with investors — they see a clean, read-only financial snapshot. No login required.

Email sharing

From Mission Control, click Share to email a report directly to investors. Includes key metrics, cash trajectory, and founder notes.

PDF export

Click Export PDF on Mission Control for a branded PDF report with your company logo, key metrics, and all dashboard sections.

What investors see

Company header, 4 key metrics (cash, burn, runway, MRR), cash trajectory chart, burn composition, revenue overview, board-ready insights, and founder notes.