Once you’ve claimed your company, it’s time to build your investor presence! Start by updating your Company Profile and uploading key documents like Pitch Decks, News Articles, Brand Assets, and Financial Information.
By building out your company profile and adding key documents, Charli will analyze your investor readiness and providing smart, AI-driven insights on how to position your company for funding success.
Navigating Your Company in Charli
Dashboard
Your Dashboard provides an at-a-glance view of key company metrics and investor readiness insights — packed with real-time charts, analytics, and insights that reveal where your company stands in the marketplace.
Company
The Company tab is where your story comes to life. Update your company profile and upload essential assets such as Pitch Decks, News Articles, Brand Materials, and more. This is your space to showcase your brand, control the company narrative, and make your company stand out to investors.
Financials
In the Financials tab, simply drag and drop your key financial documents — including Balance Sheets, Income Statements, and Cash Flow Statements. Charli will generate key financial metrics and use this data to assess your investor readiness. It’s finance made effortless.
Data Room
Your Data Room is the secure vault for everything related to your company in Charli. Here, you’ll find all the documents you uploaded in the Data Room plus any Source Content gathered by Charli during the latest Investor Readiness analysis.
✨ Pro Tip: The more information you provide, the more insightful Charli becomes — helping you unlock deeper insights and move closer to your investment goals.