Waccal

Live investor relations workspace for updates, fundraising, cap table, and PR
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Skip the deck juggling and jump straight into execution. In Waccal, you turn your company’s story, numbers, and documents into a living profile that powers every touchpoint. Start by importing your logo and overview, linking KPIs from a spreadsheet or accounting tool, and attaching essentials like your one-pager, roadmap, and legal docs. Set access levels for current backers, prospects, media, and teammates. From then on, edits are quick and propagate instantly—no re-sending, no version hunting, just one trusted link everyone can rely on.

Run your communication cadence without friction. For a monthly investor note, quarterly business review, or product update, open the composer, pull charts directly from your KPIs, and draft a concise narrative with customer quotes and screenshots. Assign sections to finance, product, or sales owners, then share a single always-fresh link instead of attachments. Track opens, read time, and questions, and respond in context. Create reminders for promised follow-ups, and auto-schedule the next touchpoint so you never go quiet during critical moments.

When you’re raising, launch a secure data room tied to the same source-of-truth. Gate entry with NDAs, watermark files, set expirations, and see who’s engaging. Capture interest, soft circles, and commitments, then push final terms straight into your cap table. Run quick scenario models—dilution, option refresh, SAFE conversions—before you sign. Generate signature-ready subscription packets and export audit-friendly reports in one click. For announcements, draft a release, route it for approvals, publish to a public page, and notify segmented lists (investors, advisors, press) with consistent, measured messaging.

Between rounds, keep governance and relationships tight. Build board packs from a template, pull metrics automatically, assign presenters, record decisions, and convert actions into tasks with owners and due dates. Log every investor touchpoint, segment contacts by stage or interest, and send targeted requests for intros or feedback. If a metric trends red, trigger a quick status report with context and customer feedback so supporters can help before problems compound. Use the portfolio view to watch runway, growth, and risk across entities, giving operators, executives, and family offices a single, crisp picture for planning and course correction.

Review summary

Features

  • Live company profile with instant updates
  • Update composer with KPI-linked charts
  • Permissioning and secure link sharing
  • Engagement analytics (opens, read time, questions)
  • Secure data room with NDAs, watermarks, expirations
  • Cap table management and scenario modeling
  • PR drafting, approvals, and public publishing
  • Board pack builder with agenda and task capture
  • Investor CRM with segmentation and notes
  • Document management and audit-ready exports
  • Instant status reports with customer feedback
  • Portfolio dashboard summarizing runway and risk
  • Task assignments and reminders
  • Email and calendar integrations
  • Activity timeline and audit logs

How It’s Used

  • Publish a monthly investor update with live metrics and narrative
  • Run a fundraising process with a controlled data room and tracked commitments
  • Model dilution and SAFE conversions before finalizing a term sheet
  • Prepare board materials, assign sections, and turn decisions into tasks
  • Distribute a product launch press release to targeted lists
  • Centralize investor Q&A and reply in context without cluttered email threads
  • Manage subscription documents and generate signature-ready packets
  • Send a fast status report when a KPI degrades, with customer quotes
  • Segment outreach to request intros from the right backers
  • Maintain a single link for all stakeholders that always reflects the latest state

Plans & Pricing

Basic

Free

Profile
Network
Capital
Portfolio
Home & Announcements

Business

$59.00 per month

Profile
Network
Capital
Portfolio
Home & Announcements
Financials
Documents

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