Investory

What Investory does

Investory (operated by Quoroom Group Ltd, the UK-registered entity headquartered in Vienna, Austria, with additional presence in London and Vilnius) operates a dual-sided SaaS platform at investory.io designed to structure communication between early- and growth-stage startups and the investors that fund them. On the investor side the platform delivers portfolio monitoring with KPI benchmarking, an Advanced Portfolio Dashboard, Co-Investment Analysis, a Data Completeness Console, deal-flow search, LP-reporting support, and a Beta Investor API; on the startup side it provides investor updates (monthly and custom), a KPI Library and KPI dashboard, cap table management, data rooms, and a fundraising module that enables companies to be discovered by investors and access investor deal rooms.

The underlying platform is built on Ruby on Rails with Apache, MySQL, and Redis/Sidekiq on the backend and ReactJS with Redux, jQuery, SASS/Basscss, and Highcharts on the frontend, with a data layer that includes advanced SQL and Python/Jupyter notebooks oriented toward future AI/ML use. Data ingestion is supported through native Google Sheets and Microsoft Excel integrations using standardized KPI templates, and Stripe handles payment processing. The product has reached a stated base of over 3,000 company accounts and 6,500 investor accounts across more than 1,000 institutional investors and 4,000 angel investors, with anchor customers including Startup Wise Guys, Speedinvest, Main Incubator (a Commerzbank subsidiary), NMA, wikifolio, and candis.

The business model is a tiered SaaS subscription on both sides of the market, with separate Investor and Startup pricing pages, a freemium basic account for investors, and a dual go-to-market combining self-serve product-led sign-up with a growing sales/account-management motion. Approximately $1.53M has been raised across multiple rounds from 2017 through 2023, with named institutional investors including Speedinvest (lead of the 2017 round), startup300, Vito One, and Startup Wise Guys. The company markets heavily through content (blog, KPI Library, case studies, help center), third-party software roundups, and partner recommendations from VC funds and accelerators to their portfolio companies.

Name

Investory

Legal name

Quoroom Group Ltd

Website

https://investory.io

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

Investory is a dual-sided SaaS platform serving startups and investors (VCs, angels, accelerators) with portfolio monitoring, investor reporting, cap table management, data rooms, deal flow tools, and an Investor API.

Ownership category

akta.pro rank

Product category

Investor Relations Software

NAICS

Portfolio Management and Investment Advice (523940), Investment Banking and Securities Intermediation (523150)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)

akta.pro secondary industries

Institutional Capital Introduction (LP/Family Office/Endowment Matching) (FSAEALAI), Private Equity Fundraising Placement (FSAEALAB), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Investor relations software
• Portfolio monitoring software
• Deal flow management
• Startup fundraising tools
• Cap table management

Headquarters

HQ city

Vienna

HQ country

Austria

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS Subscription - Investor Plans: Tiered subscription model for investors (VC funds, angel investors, accelerators) paying for portfolio monitoring, reporting, and deal flow features. Separate pricing tiers for investors as evidenced by dedicated Investor Pricing page.
2. SaaS Subscription - Startup Plans: Tiered subscription model for startups paying for investor reporting, KPI dashboards, data rooms, cap table management, and fundraising support. Separate pricing tiers for startups as evidenced by dedicated Startup Pricing page.
3. Free Basic Account (Freemium): Investors can use a free basic account on the platform. Startups may have access to a free/basic plan with data room functionality, while shareable data rooms are a Pro feature requiring an upgrade.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Investory operates a SaaS platform (investory.io) that enables structured, data-driven communication between startups and investors. For startups, it provides investor reporting (smart templates, recurring KPI updates, cap table management, and data rooms) and fundraising tools (deal rooms, network introductions). For investors, it provides portfolio monitoring with benchmarking, deal flow search, due diligence acceleration, advanced portfolio dashboards, co-investment analysis, a data completeness console, and a beta Investor API.

Product overview

Investory.io is a unified SaaS platform for startup-investor relations, comprising three main pillars: Investor Relations Software for managing communications and reporting, Portfolio Monitoring and Deal Flow tools for investors, and Fundraising and Investor Reporting modules for startups. The platform connects over 3,000 company accounts and 6,500 investor accounts across 1,000+ institutional investors and 4,000 angel investors. Key product modules include: Portfolio Monitoring for investors, Deal Flow Management, Data Room and Shareable Data Room for document sharing, Cap Table Management for equity tracking, KPI Dashboard with Predefined KPIs and KPI Library for metrics management, Investor Updates (monthly recurring and custom), Advanced Portfolio Dashboard with Co-Investment Analysis and Data Completeness Console. The platform supports data import via Google Sheets and Microsoft Excel, and offers an Investor API (Beta) for programmatic access.

Differentiator

Problem solved

Functional benefit

Products and services

• Investory Platform for Startups Tiered SaaS subscription offering for startups that provides investor reporting (smart templates, recurring updates), a single source of truth for KPIs, management updates and cap table, shareable data rooms for due diligence, deal rooms for fundraising, and network-driven investor introductions. Sold via dedicated Startup Pricing tiers at startup-pricing.investory.io (basic plus Pro for shareable data rooms).
• Investory Platform for Investors Tiered SaaS subscription offering for VCs, angel investors, and accelerators that provides portfolio monitoring with KPI comparison and benchmarking, deal flow search aligned to investment thesis, due diligence acceleration via deal rooms, advanced portfolio dashboards with co-investment analysis, a data completeness console, LP reporting, and a free basic account. Sold via dedicated Investor Pricing tiers at investor-pricing.investory.io.
• Investor API (Beta) Beta API product that enables investors to access portfolio data programmatically, integrate Investory with internal tools, and support data-driven portfolio decisions and monitoring.

Quantifiable outcome

• Startups using Investory report saving significant time on investor queries and LP reporting — Speedinvest noted 'LP-reporting and presentation of portfolio companies to stakeholders is faster than ever before.'
• +2 more outcomes

Named customers6 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature8 records

Partnerships

Two partnerships are on record, tiered minor.

• wikifoliominorOtherswikifolio is a fintech company and reference customer. CEO Andreas Kern is quoted in testimonials praising Investory's simplicity for delivering investor metrics.
• candisminorOtherscandis is a leading startup in account software and a reference customer. Founder Christian Ritosek is quoted praising Investory's simple usage for regular investor communication.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Visible.vc: Visible.vc is a direct peer: it offers investor updates, KPI reporting, deal/pipeline tracking, and portfolio monitoring tools for VCs and startups - explicitly listed in third-party roundups as an alternative to Investory. The two compete head-to-head for the same startup-investor IR workflow.
• Ledgy: Ledgy is a European-based cap table and investor reporting platform serving startups with equity management, investor updates, and portfolio analytics. It overlaps directly with Investory's cap-table, investor-update, and KPI modules and shares the European customer base.
• Pulley: Pulley is a cap-table and equity management platform that also offers investor update tooling and KPI dashboards for startups - directly overlapping with the investor reporting and cap-table features of Investory. It targets the same startup-side user with a freemium SaaS model.
• Capdesk: Capdesk is a European cap-table and investor reporting platform serving startups and investors with equity management and reporting workflows. Like Investory it is UK/EU-headquartered, and competes for the same startup-to-Series-B customer segment with overlapping functionality.

Broad incumbents

• Carta: Carta is a broad incumbent spanning cap-table management, investor management, fund administration, and recently expanded into portfolio monitoring for VCs. It competes with Investory in the cap-table and LP-reporting layers but operates at much greater scale and with significantly more capital.
• Juniper Square: Juniper Square is an investor management and fund administration platform serving VC and PE GPs with LP portals, portfolio tracking, and reporting - analogous to Investory's portfolio monitoring and LP-reporting modules but at a much larger scale and geared toward PE/RE as well as VC.
• AngelList: AngelList operates deal-flow, fundraising, and fund-administration tooling for VCs, angels, and startups, overlapping with Investory's deal-flow search and fundraising-support modules. It is a much larger platform with established marketplace dynamics in the US.

Emerging players

• Eqvista: Eqvista offers cap-table management, equity valuation, and investor reporting for startups - a thinner version of Investory's startup-side stack with partial overlap in cap-table and investor-update functionality.
• Diligent (Galvanize/ACL) / Allvue portfolio tools: Allvue is a private-equity and venture portfolio monitoring platform that competes with the investor-side portfolio monitoring and benchmarking features of Investory - particularly relevant given named customers like Speedinvest and Startup Wise Guys running 300+ portfolio companies.
• Quaestor: Quaestor is an investor-portal and fund-administration platform focused on VCs and family offices, with portfolio monitoring and LP reporting features that overlap with Investory's investor-side modules.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/https://www.facebook.com/investory.io
• LinkedInlinkedin.com/company/investory-io
• Xx.com/investory_io

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds7 records

Investors4 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Investory