InvestorOS (funder reporting)
Investor and funder updates, covenants and a data room that are always ready - from your live records.
Funder reports compiled manually; Covenant breaches noticed late.
Funder and investor reporting from governed numbers, with a permissioned data room.
What's included
- Funder reporting templates (DFI, VC, bank)
- Covenant and condition-precedent tracker
- Live data room with permissioned shares and expiry
- Monthly investor update generator
- Use-of-funds tracking
- Readiness profile reusable across funders (business-controlled)
| Business (anonymised) | Sector | Prov. | Readiness |
|---|---|---|---|
| Company A-014 | Facilities | GP | 86 |
| Company A-022 | Logistics | KZN | 74 |
| Company B-007 | Furniture | EC | 61 |
| Company B-031 | Chemicals | GP | 92 |
Inner Expert AI in InvestorOS (funder reporting)
- Summarise status with source references
- Draft documents from approved templates for human review
AI drafts and explains; people approve. Answers cite their sources and stay inside your tenant.
Exact scope
- Funders per tier
Not included
- Raising capital or advisory mandates
- Audited financials
Set-up lead time
- standard: 24 hours
What we need from you
- Funder agreements (covenants)
- Reporting calendar
- Financial connector (Finance Connect)
Integrations
KPIs it moves
InvestorOS (funder reporting) pricing
All prices exclude VAT. Confirm Blue Oceans Approach VAT registration status before invoicing VAT (see Unlock Steps). Starter includes 1 funder.
1 funder
Set-up: R0 (self-service)
3 funders + data room
Set-up: R3,500
10 funders
Set-up: R9,500
Unlimited, group
Set-up: R25,000
Included in packages: Enterprise, Enterprise Group.
Works well with
Customer Success OS
Tickets, WhatsApp and client feedback answered from your approved knowledge - with humans on hand.
Explore Customer Success OS →KnowledgeOS (Inner Expert AI)
Ask your business anything - answers grounded in your own documents, respecting who may see what.
Explore KnowledgeOS (Inner Expert AI) →Intake & Portals
Branded client, partner and supplier portals with smart intake forms - one door in, routed to the right owner.
Explore Intake & Portals →See your business on one screen — in 24 hours.
Book a 30-minute walkthrough. Bring one workflow that keeps you up at night; we will show it running in Blue Oceans.