Raise capital and track everything across your portfolio.
Deeply integrated workflows executing natively inside the Sovereign Stack ecosystem.
User clicks "New Deck" → Deck builder opens → Template selection: Pre-Seed / Seed / Series A / Custom → User selects "Pre-Seed" → Slide outline generated: 1. Cover (company name, tagline, logo from Studio) 2. Problem 3. Solution 4. Market Size 5. Traction (auto-populated from Atlas) 6. Business Model 7. Team (pulled from Team roster) 8. Ask & Use of Funds 9. Cap Table (live from Fund) → User fills each slide → AI suggests copy improvements → Traction slide auto-populates: MRR: $12.4K, Users: 1,240, Growth: +18% MoM → User clicks "Publish" → Shareable link generated → Investors see live data every time they open the link → User can lock a snapshot for a specific meeting
User opens Fund → Cap Table → Visual ownership breakdown: Elizabeth (Founder): 60% — 6,000,000 shares Investor A: 25% — 2,500,000 shares Option Pool: 15% — 1,500,000 shares → Pie chart and table views available → Modeling tools: "What if we raise $1M at $5M pre-money?" → New ownership: Founder 48%, Investor A 20%, New Investor 20%, Pool 12% → Side-by-side: Before vs. After comparison → User saves scenario → Can create multiple "What If" models
User clicks "Issue Options" → Recipient form: Name: Sarah Chen Role: Head of Engineering Shares: 100,000 Vesting schedule: 4-year with 1-year cliff Strike price: $0.10 (based on latest 409A valuation) → User reviews → System generates: Stock Option Agreement Vesting schedule breakdown: Year 1 cliff: 25,000 shares vest Monthly after: 2,083 shares/month → Document sent to Legal for review → Recipient receives agreement for electronic signature → Signed → Cap table auto-updates → Reflected in Atlas portfolio view
User clicks "New Round" → Round details: Round type: Pre-Seed / Seed / Series A → Amount: $500,000 Pre-money valuation: $2,000,000 Lead investor: name and entity → System calculates: Post-money valuation: $2,500,000 Shares issued: 2,500,000 Price per share: $0.20 New ownership breakdown preview → User confirms → Round recorded → Cap table updates → Investor appears with ownership % → Legal generates stock purchase agreement → Atlas updates portfolio valuation → Deck metrics refresh automatically
User clicks "Investor Update" → Template: Period: Monthly / Quarterly → Sections: Highlights (what went well) Challenges (what we're working on) Metrics (auto-populated: Revenue, Users, Burn, Runway) Asks (what we need help with) → User fills narrative sections → AI drafts suggestions → Metrics auto-populated from Atlas → Recipient list: All investors from cap table, plus custom additions → User clicks "Send Update" → Professional email sent → Open tracking: Shows which investors opened the update
User opens "Vesting" tab → All active vesting schedules listed: Sarah Chen: 25,000 of 100,000 vested (25%) — Cliff date: March 2027 Alex Rivera: 50,000 of 80,000 vested (62.5%) → Timeline visualization for each → Upcoming milestones: "Sarah's cliff vests in 47 days" → Notification settings: Alert before each vesting event → User clicks a schedule → Full detail: Grant date, cliff date, monthly vesting amount, shares vested vs. remaining
User opens Fund → "Data Room" → Status card: Status: 🟢 Ready — Last updated: Today, 10:32 AM Documents: 36 files across 5 sections → Sections auto-populated from the ecosystem: Legal (12 docs): Certificate of Incorporation, Employment Agreements, IP Assignments, NDAs, SaaS contracts, Board Minutes — pulled from Legal ✓ Finance (8 docs): P&L Statement, Balance Sheet, Cash Flow, 12-month projections, Payroll summary — pulled from Ledger ✓ Equity (5 docs): Cap table, option pool, vesting schedules — live from Fund ✓ Product (7 docs): Pitch deck (live metrics), traction charts — pulled from Atlas ✓ Team (4 docs): Org chart, team roster, key hires summary — pulled from Team ✓ Missing section highlighted: "Term sheet not yet uploaded" → User uploads remaining docs manually → Section marked complete → "Share Data Room" → Access settings: Password protection (optional) View tracking: See which investors opened each document and for how long Expiration: 30 days / 60 days / Custom / No expiration → User sets 60-day expiration → Shareable link generated → Investor opens the link → Authenticated portal loads with all sections → Notification: "Acme Ventures opened your data room — currently viewing Finance section" → Analytics view: Document-by-document engagement (opened, time spent, pages viewed) → When underlying data changes (new Legal doc signed, Ledger closes a month): Data room updates automatically — investors always see the current state