[ FOR INVESTORS ]
The update is
the company itself.
Not a slide about it.
Portfolio reporting is a deck written the night before, already three weeks stale, describing numbers you cannot check. Actaa gives you the company’s own system, shared deliberately — and a place to hold your position against it.
[ HOW IT ARRIVES ]
They share.
You decide what you keep.
Nothing lands in your fund uninvited, and nothing is visible before someone at your firm agrees to receive it.
- 01
An envelope, until you accept
A share arrives as an envelope with no content inside it. An admin at your firm accepts or declines. Decline and nothing was ever read.
- 02
Grouped the way a fund thinks
Companies first, their projects nested underneath — not a flat inbox of documents you have to reassemble.
- 03
Labelled on your terms
Mark each relationship an investment, a client or a partner. Your label, your view. The company never sees it.
[ WHAT YOU SEE ]
Their numbers.
Not their narrative.
What a company shares is drawn from the system it actually runs on — the same projects, milestones and reports its own team works from. There is no separate investor version of the truth to prepare.
- 01
Reports and real project status
Milestones carry the state the team set, not the state that reads well in a board pack.
- 02
Ask it a question
Put a question to any share and get an answer drawn from the shared material, with its sources, instead of waiting a week for a reply.
- 03
Take a snapshot
Export what you were shown, as you were shown it, for your IC or your files.
[ YOUR POSITION ]
What you put in
stays yours alone.
Your position records live on your side of the wall. The company shares with you; it does not get to see what you think the stake is worth.
The position
What you invested, the equity it bought, and the tranche schedule behind it — held against the company, not in a separate spreadsheet.
Valuations over time
Add a dated valuation whenever the mark moves, and keep the history of how you got to the number you carry today.
Notes that outlive the share
If a company withdraws a share, its content goes dark — and everything you wrote about it stays. Your diligence is not theirs to revoke.
Position records are visible to senior roles at your firm only, and never to the company that shared with you.
[ ONE CONVERSATION ]