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Invest in What Matters

An Early-stage investment platform that helps start-ups improve their chance of success while streamlining investor transparency, reporting and portfolio management.
Join the Waitlist
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Invest in What Matters

An Early-stage investment platform that helps start-ups improve their chance of success while streamlining investor transparency, reporting and portfolio management.
Join the Waitlist
startup_investment_dashboardstartup_investment_portfolio

Smart Money

As founders and investors in early-stage companies we garner a unique perspective when it comes to the challenge of raising investment capital. Presenting investors with young, often pre-revenue companies can be challenging. Likewise, making investments in these companies can be equally daunting. Through a career of trial and error, successes and failures, we recognized the lack of support for early-stage companies and investors alike. We founded SUMS to help founders get, and investors be, the smart money.
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SUMS Purpose is Two-Fold:

To help Start-Ups

Companies improve their chance of success through the clear articulation of their vision and investment case to attract capital while providing ongoing measurement of milestones, KPI’s and seamless reporting to their investors.

To help Early-Stage Investors

- Find quality start-ups
- Provide meaningful data for investment decision-making
- Have ongoing portfolio management.

Early-Stage Investor Features:

Access to promising, early-stage companies
Ongoing investor communications through dynamic monitoring and regular reporting of financial and impact performance metrics of all portfolio companies
A dashboard providing a snapshot of all current investments and estimated current valuation
A pipeline of new investment opportunities with AI-assisted decision making and social filters for investors committed to fight for change via asset allocation
Company valuations and comparables.
Our unique founder onboarding and integration process ensures companies are investment ready and continually progressing towards milestones while maintaining proper corporate governance.
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Founder Features:

Direct access to a focused, filtered group of investors who are suited to their company and stage
An automated process that will help improve the chance of a company’s success
Reduced brokerage and professional fees
Ongoing education in developing and reaching milestones
A proven process that takes a product from the bench to market
A network of colleagues, mentors and advisors
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Your next investor update could be vanity metrics and fluff. Or it could be an honest statement of success.