Investor Updates
Send updates your investors actually read
Structured reporting, sent on your schedule. Keep shareholders informed without the formatting overhead.
Investor communication in email threads is not investor relations.
No structure
Updates go out as email. There is no shared history, no format standard, no institutional record.
Zero engagement data
You send the quarterly update. You have no idea who opened it, read it, or acted on it.
Inconsistent format
Every update looks different. Investors cannot compare last quarter to this one without digging.
Communication
Consistent updates build investor confidence
Irregular communication creates anxiety. A predictable reporting cadence keeps shareholders informed and reduces inbound questions.
Engagement
Know who read it, not just who received it
An update that went unread is an investor relationship at risk. Read receipts tell you where to follow up before silence becomes distance.
Investor Updates
What you get
Build professional investor updates with financial metrics, progress blocks, and commentary — no design tools needed.
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Report builder
Build professional investor updates with financial metrics, progress blocks, and commentary — no design tools needed.
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Scheduled delivery
Set a monthly or quarterly cadence. Updates go out automatically, on your timeline, without manual sending.
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Read receipts
Know which investors opened your update and when. No more guessing whether your news landed.
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Version history
A full archive of every update you've sent — useful for audits, due diligence, and board prep.
The result? One source of truth, fewer questions, a full audit trail.
Book a demoOne
Source of truth
Cap table, documents, and updates in a single place. No version conflicts, no reconciliation errors between legal, finance, and your investors.
100%
Of activity logged
Every document access, cap table change, and investor update captured in an immutable audit trail — ready for due diligence or compliance.
Fewer
Inbound questions
Investors with a live view of their stake and clear updates ask fewer one-off questions — freeing you to focus on building, not answering.
Explore IR Features
Everything you need to manage investor relations
Cap table, data room, investor updates, and a personalised portal for every shareholder.
Cap Table
MoreLive cap table synced from your share ledger, with full ownership history.
Data Room
MoreShare documents securely with investors and advisors during due diligence.
Investor Updates
MoreSend polished updates to your shareholders with open tracking and analytics.
Shareholder View
MoreEach investor sees their own position, valuation, and documents in a personalised portal.
Social Proof
Trusted by companies and partners
How companies and partners use Findex to manage shareholders and investor relations.
“Our partnership with Findex solves a real pain for our customers and their 200,000 shareholders.”
Integrations
Your invite turns into their full financial picture.
Invite your cap table once. Every shareholder gets a full portfolio tracking account — your holdings pre-loaded, their banks and brokers connected alongside.
Avanza 
Carnegie 
Carta 
Danske Bank 
Handelsbanken 
Lysa Avanza Carnegie Carta Danske Bank Handelsbanken Lysa Avanza Carnegie Carta Danske Bank Handelsbanken Lysa Avanza Carnegie Carta Danske Bank Handelsbanken Lysa Avanza Carnegie Carta Danske Bank Handelsbanken Lysa Avanza Carnegie Carta Danske Bank Handelsbanken Lysa 
NVR (Nordiska Värdepappersregistret) 
Nordea 
Nordnet 
SEB 
Swedbank 
Söderberg & Partners NVR (Nordiska Värdepappersregistret) Nordea Nordnet SEB Swedbank Söderberg & Partners NVR (Nordiska Värdepappersregistret) Nordea Nordnet SEB Swedbank Söderberg & Partners NVR (Nordiska Värdepappersregistret) Nordea Nordnet SEB Swedbank Söderberg & Partners NVR (Nordiska Värdepappersregistret) Nordea Nordnet SEB Swedbank Söderberg & Partners NVR (Nordiska Värdepappersregistret) Nordea Nordnet SEB Swedbank Söderberg & Partners Get started
From spreadsheets to a live investor portal in one afternoon
Set up your company, import your cap table, and give every shareholder a real-time view.
Book a demoAcme Ventures AB
Org.nr 559123-4567
Cap Table Summary
FAQ
Got questions about Findex?
Can't find what you're looking for? Visit our full FAQ page for more in-depth answers.
Full FAQStart communicating with your investors
Book a demo and we'll show you how Findex can save you time and elevate your shareholder experience.
- White-glove onboarding for your team
- Branded investor portal in under 48 hours
- No setup fees — pay only when you scale