Get live portfolio visibility and investor updates without chasing founders.

Boxsy gives you a real-time view of your portfolio performance and founder communications in one dashboard.

See Portfolio Dashboard

Investor  Hub

Access portfolio metrics, updates,
and key documents all in one secure place.

Real-time KPI Dashboards

Track MRR, burn rate, runway, and custom metrics across your entire portfolio in real-time.

Automatic Founder Updates

Receive standardized, consistent updates from all your portfolio companies automatically.

Custom Red Flag Alerts

Set thresholds and get notified immediately when key metrics need your attention.

Real Time Data

Track revenue, runway, and engagement in real-time.

Powered by direct data connections from your founders. No more chasing updates or reconciling spreadsheets.

Direct integrations with founder tools

Automated monthly metrics collection

Portfolio-wide trend analysis

Customizable reporting dashboards

Communication

Forget Email Chaos.

Boxsy standardizes founder updates and investor feedback loops
automatically. Every communication, organized and accessible.

Founders

Submit Updates

Boxsy

Standardizes & Routes

Investors

Get Insights

Ready to see your
portfolio clearly?

Join the investor beta and get real-time visibility into your portfolio performance.

Join the Investor BetaSchedule a Demo

Setup in 5 minutes.

Your AI-COO for fundraising and investor relations, Automate, Streamline, and scale

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sales@boxsy.iosupport@boxsy.io

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