Investor Relations, Automated
Turn QuickBooks, Gmail, and your annual report into investor-ready updates — automatically. Every update ships with an AI assistant your shareholders can actually talk to.
Built by founders, for founders
"70 shareholders, 35 markets, 6 people. We don't have an IR team — we have Combobulator. Our investors get polished reports and an AI they can actually talk to."
Who It's For
10–200 shareholders. Too many for email updates, too early for a CFO.
Distribution data, depletion reports, production metrics — investors want the numbers, not your best guess.
Small teams using AI to punch above their weight. Combobulator is one more multiplier.
Features
Three report formats that match how investors actually want updates. Annual deep-dives, quarterly snapshots, monthly pulses — all generated from your real data.
Every report ships with an AI assistant trained on your company. Investors ask questions, get instant answers. You approve what Ask IR knows.
Pull from QuickBooks, Xero, Gmail, Google Calendar, Granola, Zoho — 130+ integrations. Your data stays yours. We just make it readable.
Every email, meeting, and transaction becomes a triage-able signal. You decide what's investor-relevant. The rest stays private.
How It Works
Link your tools. 2 minutes, OAuth, done.
AI surfaces investor-relevant signals. You approve or dismiss.
Reports generate. Investors get a branded portal with AI chat.
Report Formats
Yearly
Full narrative: financials, cap table, distribution, product portfolio. The flagship.
Every 90 days
KPIs, revenue breakdown, wins, and founder commentary. Keeps investors engaged.
Every 30 days
5-minute read. Metrics, highlights, one-paragraph founder note. Signal without noise.
Pricing
Starter
For companies with up to 25 shareholders. Everything you need to get started.
Growth
For growing companies with complex cap tables and active investor relations.
Need enterprise? Talk to Alex.
Definition
Combobulator is investor relations software for founder-led companies. It connects to QuickBooks, Gmail, and the rest of your stack, produces annual, quarterly, and monthly investor reports, manages your cap table, and ships every report with an AI chat your shareholders can use to ask questions about the numbers. Integrations include Pulley for cap-table sync and Plaid is on the roadmap.
FAQ
Combobulator is investor relations software for founder-led companies. It connects to QuickBooks, Gmail, and the rest of your stack, produces annual, quarterly, and monthly investor reports, manages your cap table, and ships every report with an AI chat your shareholders can use to ask questions about the numbers.
Two plans. Starter is USD $99/month for companies with up to 25 shareholders and 5 integrations. Growth is USD $249/month for unlimited shareholders, unlimited integrations, cap-table management, and custom AI training. Enterprise pricing is available on request — see combobulator.tech/pricing for the full breakdown.
QuickBooks, Gmail, Pulley (cap table), Google Calendar, Granola, Zoho Books, and other tools via 130+ connectors. Plaid (banking) is on the near-term roadmap. Your data stays in your accounts — Combobulator reads it, your team approves what reaches shareholders.
Founder-led private companies from seed to Series B — typically 10 to 200 shareholders, too many for email updates and too early for a dedicated IR hire. Works especially well for CPG, DTC, and AI-forward teams that want investor-grade reporting without a CFO on payroll.
Founders invite investors by email. Each investor signs in with a magic link — no passwords — and lands on a personalized portal showing their own cap-table position, the latest report, and the AI chat trained on data the founder has approved.
Not yet. A SOC 2 Type II audit is scheduled after the sales-led launch once we exit the design-partner phase. Until then, Combobulator runs on the SOC 2 Type II control sets it inherits from Supabase and Netlify. Full security posture lives at combobulator.tech/security.
See what Combobulator looks like with real data. Explore the live demo — no signup required.
Explore the Demo →