Investor reports and materials

Investor Materials turns a data room into a channel for keeping investors informed, with updates drafted from the deal's own documents. It is an optional add-on, enabled per data room; see Billing & Plans for how add-ons work.

This page covers the add-on's one surface today: the Investor Materials screen, where periodic updates are published to investors. AI-assisted pitch decks are coming soon and are not available yet.

Investor Reports

An Investor Report is a periodic update — a fund or portfolio update for a given period — composed inside the data room and published to the investors you choose. Reports live on the data room's Investor Materials screen, where the deal team drafts, reviews, approves, and publishes them.

How a report is produced

The deal team does not write a report from a blank page. An AI agent drafts the narrative from the data room's contents, with charts pulled from the portfolio data behind the deal. As with every agent on the platform, the output is a proposal the team reviews — the draft editor lets you edit the narrative inline and swap or reorder the embedded charts before regenerating or approving. The drafting agent is held to a structured output schema and will refuse to assert anything it cannot cite from the underlying material, rather than inventing figures.

The approval lifecycle

A report moves through an explicit approval state machine — draft, review, approval, and publication — rather than going live on a single click. Each generation run is recorded in an immutable audit log, with cost ceilings and timeouts, so there is always a record of what was generated, when, and who approved it.

Publishing

When a report is published:

• Its chart data is frozen and embedded as images, so the figures an investor sees are exactly the ones approved, even if the underlying portfolio data later changes.
• It renders to an org-branded HTML web view and a downloadable PDF, both carrying your branding.
• Publication is unique per (portfolio, period) — re-publishing the same period follows an explicit republish path rather than silently overwriting.

Who sees a report

A per-investor can_view_updates permission controls which investors see published reports. Published reports are also indexed into the AI assistant's retrieval, so an investor you have granted access can ask the chatbot about a report's contents alongside the rest of the data room.

Coming soon: pitch decks

AI-assisted pitch decks are planned for the Investor Materials add-on but are not available yet. Buying the add-on today gives you the Investor Materials screen described above.

What you need

• The Investor Materials add-on, enabled on the data room. Without it, the Investor Materials screen appears as a locked upgrade prompt. See Billing & Plans.
• Documents in the data room for the agents to draw on, and — for reports with charts — portfolio data linked to the room (see Portfolio monitoring).