Investment Hub
Give your startup an end-to-end operating layer for fundraising readiness and execution. Instead of scattering your fundraising efforts across spreadsheets and disparate document folders, the Investment Hub centralises your readiness scoring, round parameters, investor CRM, and pitch asset generation. Use AI to check your readiness score, build your round, track investor commitments, and generate pitch decks in seconds. Whether you're raising your first SEIS round or closing Series A, you'll have full visibility into your pipeline and complete control over your investor-facing materials.
Challenges We Solve
Transforming complex problems into seamless automated workflows.
Fundraising readiness is usually a guessing game
Founders often launch their raise before they have the right traction or materials in place. You waste valuable warm introductions on investors who reject you for being 'too early' because you couldn't objectively measure your own readiness.
- AI analyses your actual platform data to score your readiness out of 100
- Get objective scores across Market Validation, Traction, Financials, and Materials
- Identify specific weaknesses before an investor points them out
- Receive actionable recommendations to improve your score before you pitch
Investor pipelines get lost in generic CRMs and spreadsheets
Standard CRMs aren't built for fundraising, and spreadsheets get messy. You lose track of who you've contacted, who is reviewing your deck, and exactly how much capital is firmly committed to your current round.
- Dedicated CRM built specifically for tracking investor relationships
- Define your round parameters (SEIS/EIS, Target, Valuation, Equity)
- Track real-time progress of committed capital against your target
- Never let a warm investor conversation fall through the cracks
Creating pitch materials takes weeks and costs thousands
Drafting pitch decks, executive summaries, and investor outreach emails requires expensive consultants or weeks of your own time staring at a blank page. The process is slow and often results in generic messaging.
- Generate structured pitch decks in seconds using AI
- Draft highly-tailored executive summaries based on your round data
- Write compelling investor outreach emails instantly
- Export directly to your Documents library for e-signing and sharing
Key Features
Powerful tools built specifically to accelerate your growth.
AI-Driven Readiness Scoring
What this means for you: You will know exactly when you are ready to pitch, preventing you from burning bridges by going to market too early.
The system automatically scans your platform data—including CRM contacts, research jobs, and generated materials—to evaluate your investment readiness across four key pillars.
- Data-backed scoring out of 100
- Specific, actionable recommendations to improve your score
- Tracks Market Validation, Traction, Financials, and Materials
- Refreshes on demand as your business grows
Purpose-Built Raise Builder & CRM
What this means for you: Your entire capital raise is organised in one dashboard, giving you total clarity on your momentum and remaining target.
Set up your funding round (e.g., SEIS, Target Amount, Valuation) and track every investor interaction in a CRM designed exclusively for capital raising.
- Track target amount vs. officially raised capital
- Monitor pipeline conversion rates from contact to commitment
- Log detailed notes for every investor interaction
- Seamlessly switch contexts between multiple funding rounds
Instant Pitch Asset Generation
What this means for you: You can assemble your entire data room and outreach pack in minutes rather than weeks.
Stop staring at a blank page. The Investment Hub uses AI to draft your core fundraising materials, inheriting your active round's target and valuation automatically.
- Generate slide-by-slide pitch deck outlines
- Draft 1-2 page executive summaries
- Create tailored investor outreach emails
- Export directly to PDFs for easy sharing and e-signing
Save weeks of preparation time
Fundraising is a full-time job. The Investment Hub automates the preparation and administration so you can focus on actually speaking to investors.
- Eliminate weeks of drafting pitch materials from scratch
- Save hours manually updating pipeline spreadsheets
- Instantly know what to fix before pitching, saving wasted meetings
- Export assets directly to your document flow without switching apps
Real-World Scenarios
Closing the readiness gap
"Imagine this: You think you're ready to raise £250k. You run a Readiness Analysis and score 45/100 because you lack Market Validation. The AI recommends running 3 research jobs. You complete them, re-run the analysis, and score an 85."
Outcome: You go to market with undeniable proof of demand, securing your lead investor on the first pitch.
Instant investor follow-up
"An angel investor asks for an executive summary after a brief chat at an event. Instead of spending the weekend writing one, you open the Investment Hub, click 'Generate Executive Summary', and export the PDF."
Outcome: The investor has your summary in their inbox before they even leave the event.
"The Investment Hub took the guesswork out of our pre-seed round. We knew exactly what traction we were missing, and the AI generated our executive summary in seconds. We closed our round three weeks faster than anticipated."
Marcus Webb
Founder, Webb Digital Ltd
Got Questions?
Everything you need to know about the product and billing.
How does the Readiness Score calculate my traction?
The AI securely analyses your activity within the ByVeya platform. It looks at your active CRM contacts, generated leads, and completed research jobs to objectively measure your momentum.
Do I need a paid plan to use this?
Starter and Free plans can view the Investment Hub and explore its capabilities in View-Only mode. To create rounds, add investors, and generate pitch materials, you will need to upgrade to a Professional or Enterprise plan.
Can I manage multiple funding rounds?
Yes. The Raise Builder allows you to create multiple rounds (e.g., a pre-seed SAFE and a seed SEIS round) and easily switch between them. Your investor CRM and generated materials will automatically sync to whichever round is currently active.