How It Works

Stop wasting 10+ hours monthly on investor updates. Briefer automates it in minutes. Here's how:

Connect Your Tools

Connect your business tools in minutes, not weeks. Our secure OAuth integration automatically pulls data from accounting software, payment platforms, CRM systems, and analytics tools—no technical setup required.

Prefer to upload your data directly? No problem. Simply drag and drop Excel spreadsheets, CSV files, PDFs, or virtually any file format you can imagine.

See full list of integrations Data Security

Discover What Matters

Our AI analyzes all your available data—from connected integrations to uploaded files—and intelligently identifies the metrics that matter most for your stage and industry. Once found, it automatically updates everything to ensure your investor updates are always current and comprehensive.

Some of the Key Metrics We Track:

Stickiness (DAU/MAU)

Daily Active Users divided by Monthly Active Users - measures engagement intensity

MRR

Monthly Recurring Revenue - predictable revenue expected each month

MAU

Monthly Active Users - unique users who engage with product monthly

ARR

Annual Recurring Revenue - predictable revenue expected over a 12-month period

Session Duration

Average time users spend in the product per session

Churn Rate

Percentage of customers who stop using the product over a given period

Revenue Growth MoM

Month-over-month revenue growth rate

User Growth MoM

Month-over-month user base growth rate

Burn Rate

Rate at which company spends cash reserves monthly

CAC

Customer Acquisition Cost - average cost to acquire a new customer

Feature Adoption Rate

Percentage of users who use key features within first 30 days of signup

Activation Rate

Percentage of new users who complete key onboarding actions within first session or defined timeframe

Craft Your Story

Transform raw data into investor-ready narratives. Choose proven templates used by successful startups, or let our AI craft updates that match your voice and highlight what your specific investors want to see.

> Analyzing data
> Extracting insights
> Generating narrative
> Sending message to investors

Share & Measure Impact

Send updates directly to investors with delivery confirmation and engagement tracking. See who's reading, what resonates, and when to follow up—turning communication into relationship building.

Enhanced tools

Data Room

Upload your pitch deck, board materials, and strategic documents to a secure, shareable data room. Our AI learns your company's story and ensures every update builds on your narrative—no more starting from scratch each month.

Reminders

Get intelligent reminders for investor updates, board meetings, and follow-ups. Our system learns your communication patterns, tracks future commitments, and suggests the best timing for maximum impact—ensuring consistency across all your communications.