Feature Friday: The Dashboard 🪄

Every Feature Friday, we will give you a behind-the-screen look at what we are building at WE.VESTR.

Feature Friday: The Dashboard 🪄

Feature Friday #1: The Dashboard 🪄

Every Feature Friday, we will give you a behind-the-screen look at what we are building at WE.VESTR.

We begin with an overview of the The Dashboard, an all-in-one view of the most essential equity management features. As seen below, founders and investors can use this overview to easily view finances, KPIs and the cap table — all on one screen.

See something you like? Well buckle up, because we’ll do a deep dive into all of the features you see in The Dashboard during Feature Fridays.

Here’s what to look forward to:

  • Cap Table Management: Organize your cap table, review investment rounds, record new shares and manage your shareholders.
  • Financial Integration: Seamlessly integrate your financials and pull professional reports including P&Ls and cash flow statements.
  • KPI Tracking: Effortlessly track what’s most important to your company and view your performance on a monthly and quarterly basis.
  • Document Storage: Save your company and personal documents within the WE.VESTR platform, including contracts, shareholder agreements, personal documents and meeting notes.

That’s it for this week’s Feature Friday. Tune in next week for a first look at the Cap Table Management feature! See you then.