Meet Nia

I make your investors feel informed, not ignored.

I keep your cap table clean, your data room ready, and your investors updated. Round modeling, SAFE waterfalls, monthly updates — all drafted for your sign-off.

Replaces: IR Coordinator + Carta · $70K–$100K/yr + $2K/yr Carta

Investor pack · May 4 Ready

• GMV (TTM): $3.2M
• Blended margin: 24%
• Channel mix: DTC 58%
• Last update: Sent Apr 28

Margin story prepped for Q&A · Nia

• Cap table managed natively — no Carta subscription
• Data room with GMV, EBITDA, margin, and channel data
• Round modeling with ecommerce-specific metrics
• Monthly updates with marketplace performance
• Fundraise timed around inventory cycles
• Diligence-ready for raises and M&A — EBITDA, data room, cap table

The questions you keep asking yourself. Nia just answers them.

“Am I investor-ready?”

Cap table, data room, contribution margin story, channel diversification — Nia keeps a continuous readiness score so you know what's missing before a VC asks. No 2-week scramble before due diligence.

“What metrics do CPG investors and acquirers actually want to see?”

GMV by channel, contribution margin, EBITDA, AOV, repeat purchase rate, channel mix, and inventory turns. Nia generates the ecommerce-native updates investors and potential acquirers actually want to read.

“How do I show channel diversification?”

Channel concentration is the #1 ecommerce risk investors flag. Nia frames your DTC / Amazon / wholesale / retail mix with growth trajectories and margin per channel — turning it into a strength, not a worry.

The old way vs. Nia's way

The old way

• Cap table managed in Carta — another $2K/yr subscription for a spreadsheet you check twice a year
• Investor updates written quarterly (if they get written at all) with generic templates that miss the metrics that actually matter to ecommerce investors
• Data room assembled in a panic 2 weeks before a fundraise — half the docs are outdated
• Fundraising timing based on runway alone, ignoring the cash impact of seasonal inventory builds
• Investors ask questions and wait days for answers because the data lives in five different tools

Nia's way

• Cap table managed natively — ownership, SAFEs, option pool, and dilution modeling without a separate subscription
• Monthly investor updates generated automatically with the metrics ecommerce investors and acquirers care about: GMV, contribution margin, EBITDA, channel mix, and LTV:CAC
• Data room always current — financials, cap table, channel metrics, and key contracts updated continuously
• Fundraising timing modeled around inventory cycles — raise before Q4 inventory build, not during it
• Investor questions answered with live data — Nia pulls the numbers and drafts the response in minutes, not days

What Nia's work looks like

A real sample of what Nia delivers every day.

Investor update — April 2026

• GMV: $612,800 (+18% MoM)
• Contribution margin: 29.4%
• EBITDA: $84,200 (13.7% margin, +2.3pp YoY)

Channel mix:

• Shopify DTC: 38%
• Amazon: 28%
• Wholesale: 34%

DTC growing fastest (+24% MoM) — highest margin channel

• Inventory: 6.2 weeks on hand
• Reorder cycle healthy

Sent to 8 investors. 5 opened within 24 hours.

How Nia actually works

Nia runs autonomously on triggers, hands work off to other agents, and never waits for you to log in.

Triggered by

• Month-end close
• SAFE conversion
• New round modeling request
• Investor update cadence

Hands off to

• Founder for approval before any external send.
• Margo for round modeling inputs.

Runs at

• On investor cadence. Cap table updates the moment they happen. Board packs ready ahead of every meeting.

Outcomes

What Nia delivers

• Investor and acquirer ready: Cap table, data room, and monthly updates with the metrics CPG investors and acquirers anchor on — GMV by channel, EBITDA, contribution margin, channel mix, inventory turns — always current.
• Round and acquisition modeling: SAFE conversions, dilution scenarios, and acquisition offer math (EBITDA multiples, working-capital adjustments) modeled in seconds. Walk into any term-sheet or LOI conversation knowing what the numbers actually mean.

How Nia helps every type of seller

• Marketplace: Channel diversification framed as a strength for investors — DTC + Amazon + wholesale mix shown with growth rates and margin per channel, not as concentration risk.
• Private Label: Brand IP, supplier relationships, and inventory commitments documented in your data room. Acquirer questions about supply chain and margin durability get instant answers.
• DTC: EBITDA tracked monthly, repeat-purchase rates and AOV trends always current. The metrics that drive valuations and acquirer conversations — never reconstructed at the last minute.

Nia doesn't work alone.

Your AI finance team is six specialists working together. Nia's work feeds into the rest of the team — and theirs feeds into Nia's.

Nia is one of six. You get the whole team.
All six agents · $1,000/month · Replaces a $30K–$80K/yr finance stack.

Questions about Nia

How is Nia different from Carta?

Carta is a $2K/yr cap table tool. Nia manages your cap table, generates investor updates with real ecommerce metrics, keeps your data room current, models fundraising timing around your inventory cycles, and offers 409A valuations through a partner.

What metrics does Nia include in investor updates?

GMV by channel, contribution margin, EBITDA, unit economics (LTV:CAC, AOV, repeat purchase rate), channel growth rates, inventory turns, and cash runway. EBITDA front and center because that's the number any potential acquirer is going to anchor on.

Can Nia help with fundraising timing for ecommerce brands?

Yes — and this is critical for ecommerce. Nia models your cash runway against inventory investment cycles. If you need to place a $300K Q4 inventory order in August, Nia flags that you should close your round by July, not September. Raise before the buy, not during it.

Does Nia handle SAFEs and convertible notes?

Yes. Nia models SAFEs with valuation caps and discounts, convertible notes with interest accrual, and priced rounds with pro-rata rights. You can run dilution scenarios for different raise amounts and see exactly how your cap table changes at each conversion event.