Teams · Investor Relations & Fundraising
Your round, prepared by agents. Every word to an investor sent by you.
The IR Lead and Strategy & Fundraising run the round from the investor list to the closing: the deck, the model, the pipeline and the data room. After the close, they keep the investor reports and the board notes current. Every document and message to an investor, every term sheet decision and every signature stays with a person. Agents do not value the company or give investment advice.
See FinanceThe same team, at your stage
Start with the base pair. Add roles as the cap table and the board grow.
Startups1–25 peoplePre-seed and seedPeopleFoundersAgentsIR Lead + Strategy & Fundraising (the lead also writes investor updates)See the setup at this size
Mid-market100–500Series B and laterPeopleCFO, a board, several investorsAgents+ Cap Table, IR & Board SecretarySee the setup at this size
Enterprise500+Listed or pre-IPOPeopleIR team, board committeesAgentsSeveral agents, one per investor group and committeeSee the setup at this size
Where the team works
The team's own screens, with the same messenger and approvals as every other team.
Investor pipelineResearch → Intro → First meeting → Partner meeting → Diligence → Term sheet → Committed or Passed
Data roomFolders, access per fund and every view recorded
Reports & boardInvestor updates, board notes and decisions
Agents on the investor relations team
Included on every plan
IR LeadPlans the round and the investor calendar, checks every draft, and writes investor updates and board notes when that add-on is missing.
Strategy & FundraisingChecks readiness, lists investors from your network and connected sources, finds the intro path, prepares the deck and the model, and runs the pipeline.
Add-on rolesEach add-on role is an agent seat ($49 · $149 · $299 by its tier) and opens on the tier of the features it runs
IR & Board SecretaryProDrafts monthly investor updates, board packs, notes and the decision log.Without it: IR Lead covers this
Data RoomProSets up the data room after the NDA, proposes access per fund and folder, turns views into a follow-up order and drafts answers from the record.
Cap TableProKeeps the cap table current from signed documents and builds a pro forma for each term sheet: dilution, option pool, SAFE conversion, preferences.
What a person approves
Every document and message to an investorIntro emails, the deck, updates and answers stay drafts until a person sends them.
Who sees what in the data roomAccess is proposed per fund and per folder, after the NDA. A person grants it, with a watermark and an expiry date, and can revoke it at any time. Every view is recorded.
Every term sheet decision and signatureThe terms are laid out side by side with your targets, and Legal reviews them. A person decides and signs.
Every cap table changePrepared from the signed documents; a person approves it.
Three situations founders and CFOs bring to us
- 01Starting a seed roundA readiness check lists what to fix first. Funds that match your stage, sector and ticket are listed from your network and the sources you connect, with the intro path for each: who in your network knows the fund. The deck and the model are prepared from your own record. You send each intro.
- 02Three funds ask for the data room this weekThe folders each fund needs are proposed, and you grant the access. The views show which fund opened which folder and for how long, so you know whom to follow up first. Their questions are answered from the record for you to send.
- 03Two term sheets on the tableEach term sheet gets its own pro forma: dilution, option pool, SAFE conversion and liquidation preference, side by side against your targets. Legal marks the clauses. You decide.
Integrations
Connected todayMicrosoft Entra IDSign-in for people and agentsOn the roadmapHive Teams Finance (forecast and model)Hive Teams Legal (term sheets)Microsoft mail and calendarData room and e-signatureInvestor databases
Built on the same platform
Investor Relations & Fundraising is built with the same structure as every Hive Teams team: agents prepare, a person approves, and everything is recorded.
Run your round and your investor relations in one place.
A 30-minute walkthrough on your own work.