AI SaaS for company operating intelligence

JarvIR — IR materials that convince investors, in one workspace

Organize your company's numbers and evidence once. Founders, executives and investors work from the same facts. Share existing materials and carry the context into your next report.

81 IR Templates50 Example decks · no loginVerified public traction page6 languagesSSO · SCIM Enterprise Security
Why JarvIR

Not just a document management tool — an AI that understands your operations.

An AI agent that actually does the work

It does not just answer questions. Ask it to "build an IR deck from this quarter's metrics" or "file these business cards as investors" and it reads your company data and operates the app to actually get it done. Anything hard to undo — saving, deleting — is confirmed with you first.

Outputs that leave exactly as you see them on the web

Build IR decks, investment memos and 1 Pagers fast with 81 IR templates and AI generation, then export to PPTX, PDF, DOCX and XLSX. Slides are pixel-identical to the screen, text stays selectable, searchable and copyable, and hyperlinks remain live.

Keep your numbers and promises from ever drifting apart

Metrics are defined once in the Metric registry, and every deck, update and briefing draws from that value. It automatically cross-checks the numbers in your documents against the registry and flags metrics that quietly vanished from your reporting along with promises you didn't keep. It uses no LLM for these judgments, so the same input always yields the same answer.

Traction verified with payment data

Connect Stripe and RevenueCat and the server determines verification, while a bridge reconciling monthly MRR against settlement records surfaces any unexplained residual. A Public traction page that hides absolute amounts and shows only a growth index lets you show investors and buyers proof, not promises.

A product investors use too

Investors view shared materials, updates and Q&A in one place from a dedicated portal, and ask the AI questions on a shared deck with sourced answers. Firm staff sign up with just work email verification to browse the public IR Gallery and request meetings.

Isolated by company and by project

A multi-tenant architecture fully isolates company data and then subdivides it into projects. Permissions, activity logs and share tracking come standard, and SSO, SCIM and a tamper-detection audit chain let you answer enterprise security review questions.

Who it is for

Founders, executives, and investors each get their own view.

Solo founder

A founder who raises and runs the company alone, without a team.

  • Prepare your first investor share from existing decks and business plans
  • Upload your documents and company details, cap table and leadership are filled in automatically
  • Compute exit readiness and revenue-based financing (RBF) eligibility signals and export a due diligence packet
Prepare your first IR from existing materials

Startup leadership and IR

CEOs, CFOs and IR teams who must speak to the board and investors with the same numbers.

  • Keep a single set of numbers with the Executive briefing, Metric registry and Consistency check
  • Generate IR decks · VC investment memos · 1 Pagers · Investor updates from your company data
  • Run Board OS · Risk register · Runway simulator · Revenue reconciliation all in one place
Prepare a regular report

Firms and investors

The side that receives materials from portfolio companies and sources new deals.

  • Verify your email to view authorized materials, reports and Q&A across companies
  • Sign up directly with work email verification to explore the public IR Gallery and request meetings
  • Ask the AI questions with sources right on top of the shared deck
Open investor portal
One platform, two audiences

Communicate with the same truth — to investors and employees alike.

With JarvIR at the center, external investors and internal teams connect through the same materials. From IR decks to revenue plans and the knowledge base, share the facts you organize once — in both directions.

External investorsShareholders · VCs · prospectsInternal teamLeadership · teams · departmentsIR deckVC due diligence reportData room files1‑Pager summaryRevenue & growth planDashboard · KPIsAI Knowledge BaseActivity log · noticesJarvIR
Unified AI workspace for IR

Manage your company's critical context from a single screen.

Knowledge baseWhat was last year's revenue growth rate?AllDocumentsActivityJarvIR AISource 3

Upload a document, AI fills the form

Drop in a business registration, corporate registry, shareholder list, or business card — AI identifies the document type on its own and fills in company details, cap table, leadership, and investor contacts. Extracted values are shown next to your current ones, and only what you select is applied, so nothing gets overwritten by mistake.

IR materials+ Slide

PPTX · PDF export · Design templates

Export to PPTX and PDF exactly as it looks on the web. Text stays selectable, searchable and copyable, and hyperlinks are preserved. Pick a design template in the presentation editor and colors and fonts change all at once.

Revenue growth planMarketCostScenarioProjected ARR (3 years)₩12.8B+182%

Verified traction · Public proof

Connect a revenue source and your metrics update automatically, with the server deciding whether they're verified. Prove your numbers to investors and buyers with a public traction page that hides absolute amounts and shows only growth indices.

Financial statementsIncome StatementAI AnalysisAccount20232024ChangeRevenue+24%Operating Income+31%Net Income+18%Total Assets-6%

Executive briefing · Board OS

A briefing that answers only "what should you do now," paired with board operating tools that manage cycles, agenda items and resolutions. The 60-second briefing comes out as plain text you can paste straight into Slack or email.

Revenue growth planMarketCostScenarioProjected ARR (3 years)₩12.8B+182%

Goals · Risks · Runway simulator

Save OKR progress, a graded risk register, and runway scenarios — with their assumptions — that answer "when do we run out of cash, what if we slow hiring, when do we turn profitable."

IR materials+ Slide

Presentation editor · Real-time co-editing

Your team edits the same deck at once and you can see who's changing what in real time. Edits made while offline come back to life once you reconnect.

IR materials+ Slide

IR materials · 81 templates

Build investor materials fast with slide decks and 81 IR templates, then manage share links, engagement, and follow-up actions in one flow.

Data roomAll / Series A Pack+ UploadNameRoleModifiedLimitPublicLimitTeam

Data room

Organize due diligence documents and checklists by permissions, track downloads and views, and distribute them securely.

Revenue growth planMarketCostScenarioProjected ARR (3 years)₩12.8B+182%

Revenue growth plan

Connect market, GTM, cost, and investment assumptions so AI can orchestrate scenarios into an actionable growth plan.

Financial statementsIncome StatementAI AnalysisAccount20232024ChangeRevenue+24%Operating Income+31%Net Income+18%Total Assets-6%

AI Financial Statement Analysis

Upload a financial statement PDF and AI will automatically analyze it, convert it to a sheet, and summarize key metrics and trends.

Knowledge baseWhat was last year's revenue growth rate?AllDocumentsActivityJarvIR AISource 3

AI Knowledge Base

Transform company documents and activity records into searchable knowledge that answers natural language questions with supporting evidence.

VC due diligence reportVC due diligence reportAI-GeneratedTemplatesComprehensiveSeedSeries ADeep TechQuick Screening

Automated VC Due Diligence Report

AI drafts due diligence reports section by section from your company data. Choose from stage-specific templates — Comprehensive, Seed, Series A, Deep Tech, Quick Screen — and export directly to DOCX or PDF.

VC due diligence reportVC due diligence reportAI-GeneratedTemplatesComprehensiveSeedSeries ADeep TechQuick Screening

1 Pager Summary

AI drafts a one-page investor summary block by block from your company data. Choose from scenario templates — Seed, Growth, Product — and export directly to PDF.

Investor managementLead5₩800M₩1.2B₩4BMeeting3₩600M₩900M₩2.8BDue Diligence2₩700M₩500M₩1.5B₩1B

Investor CRM

Manage your investor pipeline and meeting logs in one place, and track follow-up actions and sharing engagement.

IR materials+ Slide

Alignment — org and business direction

Lay out reorganizations, business and product direction, and priorities as an interactive deck, then share it with your team and investors by link.

VC due diligence reportVC due diligence reportAI-GeneratedTemplatesComprehensiveSeedSeries ADeep TechQuick Screening

Investor Updates

Draft recurring investor update letters from your company data, then track delivery and how each recipient engages.

Data roomAll / Series A Pack+ UploadNameRoleModifiedLimitPublicLimitTeam

Company profile, leadership, and IP

Keep your company overview, leadership, IP, and history structured in one place, wired straight into your IR materials and data room.

Knowledge baseWhat was last year's revenue growth rate?AllDocumentsActivityJarvIR AISource 3

Investor Q&A

Collect investor questions and let AI draft answers grounded in your own documents, so responses stay fast and consistent.

Operating intelligence

More than a tool for creating materials — it's an operating system that keeps your numbers and pledges in check.

In IR, the most common way to lose trust isn't lying — it's inconsistency and omission. Numbers in last month's email differ from this deck, a worsening metric quietly disappears, and no one remembers the pledges that were made. This layer catches all of that.

Executive briefing

It answers not "what's there" but only "what should you do now." It pulls together what's waiting on your decision, interest coming from outside, and upcoming deadlines into 60 seconds of plain text you paste straight into Slack or email.

Metric registry · Consistency check

A number by the same name is defined in exactly one place. JarvIR automatically checks figures across decks, updates, and announcements against the Metric registry, catching "this differs from last month's email" before the meeting.

Omission watch · Pledge ledger

When a metric you always report quietly disappears, JarvIR flags it. It extracts "we'll do this by next quarter" pledges from documents, logs them in the ledger with deadlines and metrics, and builds a quarterly track record of delivery.

Anticipated questions · Message coach

It finds the questions investors and the board will ask — not in your documents, but in the weak spots of your data — and shows them to you in advance. For updates and announcements, it flags bad news buried in hedging, claims without numbers, and messages without an ask, so you can fix them.

Board OS · Goals · Risks · Runway

Run board cycles and agendas, OKR progress, a graded Risk register, and runway scenarios that keep their assumptions attached — all in one place. When a metric crosses a threshold, the risk flags itself before anyone else does.

Alignment check · Town hall · Company alignment

Ask anonymously "do you know the top priority," and answers from groups below the threshold are never surfaced in any form. With town hall Q&A and alignment cycles, confirm whether leadership's message is actually reaching the organization.

The verdicts at this layer don't use an LLM. The rules are explainable, the same input yields the same answer, and no credits are consumed.

Verified traction

It's not a verification badge — it's a different way of verifying.

From connecting payment data to raising capital, it all flows in one line. At no step does a human manually stamp "verified".

  1. 01

    Connect

    Connect Stripe and RevenueCat read-only. Connection secrets are stored encrypted with AES-GCM.

  2. 02

    Validation

    Verification status is determined by the server querying the connection state, not by any input value. No one can manually attach a "verified" label.

  3. 03

    Reconcile

    Build a bridge that reconciles monthly MRR against payout (deposit) records, and get alerted when the unexplained residual exceeds 2%. It's exactly the format buyers demand in due diligence.

  4. 04

    Public

    Issue a public traction page that hides absolute amounts and shows only an index with the first month = 100. Opt in and you're also listed in the Open Revenue directory.

  5. 05

    Capital

    Compute exit readiness and revenue-based financing (RBF) eligibility signals from verified metrics, and export a due diligence packet. Investor updates automatically carry your metrics and go out on the cadence you set.

IR template gallery

Browse 81 IR templates and start right away.

From cover to market, product, traction, financials, and the ask — add any of 81 category-organized slide templates to your deck in one click and fill it with your company data.

COVERPROBLEMMARKETPRODUCTTRACTIONBUSINESSFINANCIALSTEAMROADMAPINVESTMENT
IR deck showcase

Explore 50 ready-to-use IR deck(s).

Sample decks from 50 fictional companies inspired by legendary pitch decks and renowned global brands. Preview every slide from cover to last page without logging in, then import any deck and fill it with your own company data.

Legendary Pitch Decks 14Global Startups 12Domestic Startups 14Big Tech IR 10
From documents to decisions

Goes beyond document management to drive the next action.

01

Upload your documents

Drop in a business registration, shareholder list, or business card — AI works out what it is and fills in company details, cap table, leadership, and investors. No retyping.

02

AI drafts the materials

From the data you have collected, it drafts IR decks, VC investment memos, one-pagers, and investor updates — and flags what is still missing along with the next action.

03

Share outward, and track it

Send it out through password-protected share links, a dedicated investor portal, or a public traction page — and see who read how far and what they downloaded.

Company workspaces

From the moment you sign up, manage all materials at the company level.

Create or Join a Company

Create a new company and become its admin when signing up, or join an existing company via invite code or email domain.

Per-Company Data Isolation

IR materials, data room, knowledge base, and investor information are fully isolated per company for maximum security.

Split by project

Within a single company, split by round or product so materials and investor pipelines stay separate.

Member and Permission Management

Admins approve join requests and exercise fine-grained control over admin and member roles and menu permissions.

Switch Between Companies

If you belong to multiple companies, switch workspaces instantly with a single click at the top.

Real-time Co-editing

Multiple people can edit a presentation at the same time, seeing each other's cursors and selections. Edits made offline are applied once you reconnect.

6 languages · presets by jurisdiction

The UI is available in Korean · English · Japanese · Chinese (Simplified · Traditional) · Spanish, and your account language syncs across devices. Data room folders and due diligence checklists (Korea · US · International) adapt to your company's country.

Four export formats

Export to PPTX · PDF · DOCX · XLSX. PDFs include a Korean text layer so you can search and copy, and the due diligence packet exports as Markdown.

Security and governance

Share and collaborate fast. Control with precision.

JarvIR is designed for environments where internal operational materials and external shared materials coexist. Permissions, logs, and link tracking are built into the core workflow to manage sensitive company information.

Role-Based Access Control
Data isolated by company and project
Activity Log and Change History
Shared Link and Download Tracking
Password and server-side session checks on share links
Approval flow for data room access requests
SSO (OIDC · SAML) · SCIM automatic provisioning
Tamper-detecting audit chain · External timestamps (RFC 3161)
Per-audience access tiers · section-level visibility enforced by the server
Automated retention-policy enforcement · connection secret encryption
FAQ

Frequently asked questions

How far can I go for free?

The Free plan gives you 400 AI credits per month and 1 seat, with basic company info, IR deck, and data room features. Connecting revenue sources is also free, and issuing a Public traction page unlocks on Solo and above. Get started with a Google account, no card required.

How are AI credits deducted?

Each task deducts a set number of credits (e.g., AI search 4, IR chat 8). We show the estimated cost before you run it, and failed tasks are not charged. When your included credits run out, you can continue on pay-as-you-go, or keep "stop at the limit" on so there are no unexpected charges.

What does the exported PPTX look like?

The slides come out pixel-for-pixel identical to what you see on the web, with a text layer you can select, search, and copy, plus hyperlinks on top. If you need to re-edit shape by shape, bring the IR deck into the presentation editor, make your changes, and export again.

Is my data separated from other companies?

Data is fully isolated at the company level and further divided into projects within it. The server checks the company and project scope on every API request, and you cannot access data of a company where you have no active membership.

Do investors need an account too?

Shared links can be opened with just a password, so no account is needed. Issuing an Investor portal account lets them view shared materials, updates, and Q&A in one place, and firm staff can sign up directly with work email verification to explore the public IR Gallery.

Which languages do you support?

The UI is available in Korean · English · Japanese · Chinese (Simplified · Traditional) · Spanish. Change the language in the top right on the public site, or in settings within the app; it's saved to your account and syncs across devices.

How do payments and refunds work?

Payments are processed by Paddle as the Merchant of Record, and all prices are USD monthly subscriptions. You can cancel anytime, and within 14 days of payment you may request a refund under our refund policy.

Can companies that require SSO or a security review use it too?

The Enterprise plan offers OIDC · SAML SSO, SCIM provisioning, and a public API. Audit logs use a per-company hash chain to detect tampering and can be anchored with external timestamps, giving you the evidence to answer security review questionnaires. Reach out via the contact page.

You can find more questions in the help center. help.jarvir.com

JarvIR AI SaaS

Turn your company's operational data into a compelling story for investors.

Sign up with a Google account and create your company to get started right away. No card required.