Meet Nia

I keep your investors confident.

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 readiness · Apr 30

92% ready

Cap table

• Current Data room: 47/52 docs
• Last update: Sent Apr 28
• Round modeling: $3M @ $24M

5 docs flagged for refresh.
Nia

Cap table managed

natively (replaces Carta basic)

• SAFE & priced round modeling on demand
• Monthly investor updates drafted automatically
• Data room kept investor-ready
• Board deck financials generated from live numbers
• Stripe + Plaid integrations · 409A valuations through partner

Questions Nia answers

The questions you keep asking yourself.

Nia just answers them.

“When should I raise?”

Working backward from your runway, target close timeline, and post-close buffer, Nia pinpoints the latest safe start date and tells you when to begin investor conversations — not when you're already running out.

“What does this round do to my dilution?”

Pre-money, post-money, option pool top-up, SAFE waterfalls. Nia models each scenario in seconds so you walk into term-sheet conversations knowing exactly what 'standard terms' actually cost you.

“Is my data room investor-ready?”

Continuously maintained financials, cap table, contracts, compliance docs — versioned and current. When a VC asks, you send a link, not a 4-day scramble.

The old way vs. Nia's way

The old way

• Monthly investor updates written at midnight the day they're due — inconsistent format, stale numbers
• Cap table lives in a spreadsheet that hasn't been updated since the last SAFE closed
• SAFE conversion math done on the back of a napkin — you find out dilution was wrong at priced round
• Data room assembled in a panic 2 weeks into due diligence — half the docs are outdated
• Board deck financials pulled manually from 3 sources — numbers don't match the investor update you sent last week

Nia's way

• Monthly investor update drafted automatically with live MRR, runway, burn, and key wins — you just add color and hit send
• Cap table always current — every SAFE, option grant, and conversion modeled in real time
• SAFE conversion scenarios run in seconds: 'What does dilution look like at a $15M vs. $20M cap?'
• Data room maintained continuously — financials, contracts, and compliance docs always up to date
• Board deck financial section generated automatically — consistent with your investor updates and your books

What Nia delivers

• Always investor-ready: Cap table, data room, and monthly investor updates always current. Drafted from live financials so you review and send instead of scrambling the night before a board meeting.
• Round modeling on demand: SAFE conversions, priced-round dilution, option-pool top-ups — all modeled in seconds. Walk into term-sheet conversations knowing exactly what 'standard terms' actually cost you.

Lifecycle

How Nia helps at every stage

• Bootstrapped: Cap table tracked from your first SAFE — no spreadsheet drift, no surprises when it's time to raise. Founder ownership and option pool stay clean from day one.
• Pre-Seed: Monthly investor updates drafted from live numbers. Investors stay informed, you stay focused on the product instead of writing reports at midnight.
• Seed: Round modeling, dilution scenarios, and a continuously maintained data room. Series A diligence happens in days, not weeks — because everything's already current.

Questions about Nia

Does Nia replace Carta?

For most pre-seed through Series A companies, mostly yes. Nia tracks your cap table, models SAFE conversions and dilution, maintains your equity ledger, and offers 409A valuations through a partner. The two things Carta still does that Nia doesn't: handle the signing and storage of equity documents, and give employees a self-service portal to view their vesting schedules. If those matter today, run both side by side. If not, Nia replaces Carta and saves you $2K+/year.

How does Nia draft investor updates?

Nia pulls your latest MRR, runway, burn rate, and key metrics from your live financials (maintained by Vic and Hugo). She structures the update in a consistent format your investors will recognize, highlights wins and risks, and includes your ask. You review, add your narrative, and send.

Can Nia model different SAFE conversion scenarios?

Yes. Give Nia a valuation cap and she'll show you exactly how every outstanding SAFE converts — post-money SAFEs, pre-money SAFEs, MFN clauses, and pro-rata rights. Compare multiple scenarios side by side so you negotiate your next round with full visibility.

What goes in the data room?

Nia maintains financials (P&L, balance sheet, cash flow), cap table, incorporation docs, material contracts, employee agreements, and compliance items. Everything is versioned and always current. When a VC asks for your data room, you send a link — no scrambling.

Ready to work with Nia?

Nia is part of your AI finance team. All six agents. $1,000/month flat.