Our own platform · Client area
Your raise, followed in real time.
Every client gets a private dashboard with their own login to follow the whole process: investors, stages, documents and questions. No spreadsheet lost in email, no need to ask “where are we?”.
Demo
What clients see when they log in.
Click the tabs. Screens with illustrative data: each client sees only their own raise.
Kurumi Ventures · Client areaSample Company · Series A · stage 4 of 6Committed capital is shown apart from what is still non-binding.
- ✓Diagnosis and landscapedone
- ✓Planning and numbersdone
- ✓Storytelling and pitchdone
- 4Active outreachin progress
- 5Due diligence and data room
- 6Term sheet and agreement
- Current cap tableApproved
- Income statements, last 3 yearsSent
- Financial model and assumptionsChanges requested
- Contingency mapPending
- Articles of associationApproved
What was monthly revenue churn over the last 12 months?
Are there any material labor contingencies?
Two low-value cases, both rated remote.
What is CAC by acquisition channel?
Organic R$ 120; paid media R$ 480.
Screens with illustrative data. Company and fund names are fictitious.
What changes for you
Transparency without having to ask.
The investor funnel, open to you
Who was mapped, contacted, is in meetings, in diligence or has a term sheet. Committed capital is shown apart from what is still non-binding.
Every stage, with the next milestone
Which phase the round is in, what comes next and which tasks are yours. You tick what you finished and I see it right away.
A data room with a standard checklist
A list of what investors will ask for, with the status of each item. Files stay in your own drive, shared by link: you keep control of what is confidential.
Questions answered only once
A Q&A log with deadlines, review before sending and a bank of past answers, so every fund hears the same version.
Kurumi Desk · for boutiques
Are you an advisory boutique?
The same system, carrying your boutique’s brand, to run your own mandates.