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POSTSIG IRI™ | INVESTOR RIGHTS INTELLIGENCE

Know what’s happening. Know what it means for your investment.

PostSig connects portfolio-company performance with the financing terms, ownership, investor rights, economics, and governing documents behind each investment. See what changed, understand what it means for your position, and prepare for what may happen next.

PostSig InvestorCurrent investment state
PostSig Investor KPI view
KPIsPerformance + reporting
OwnershipCurrent position
RightsWhat governs
THE DIFFERENCE

Performance Is Only Half the Investment Picture.

Operating data shows how a company is performing. PostSig connects that performance to the investor’s actual position, including ownership, financing history, rights, preferences, reserves, governance, and source documents.

PORTFOLIO

See the position.

PORTFOLIO view

View the portfolio, fund exposure, current mark, cost basis, and ownership context.

KPIs

See what is changing.

KPIs view

Track company performance, reporting history, and the operating changes that matter.

CAPITALIZATION

See what may happen next.

CAPITALIZATION view

Understand securities, ownership, dilution, and the capitalization history relevant to the next round.

RIGHTS

See what governs.

RIGHTS view

Bring participation, information, governance, thresholds, and preferences into the same investment record.

COMPANY SIGNAL+28% revenue growthARR · runway · reporting status
→
INVESTOR POSITION12.4% ownershipPro rata · preference · governance
→
PREPARATIONWhat changes for us?Dilution · reserves · approvals · evidence
FROM PORTFOLIO SIGNAL TO INVESTOR ACTION

Prepare the investment before the event.

Company performance is a signal, not a prediction. PostSig connects that signal to the investor’s current position so the team can prepare before a financing, board discussion, consent, or liquidity event.

01

SEE THE SIGNAL

ARR and bookings accelerate for three consecutive quarters while cash runway shortens.

02

UNDERSTAND YOUR POSITION

See current ownership, pro rata rights, preferences, governance rights, and financing history.

03

EVALUATE THE IMPLICATIONS

A financing could create a follow-on decision, dilution exposure, reserve needs, or threshold changes.

04

PREPARE THE ACTION

Bring rights, economics, investment context, and source documents together before the conversation begins.

ILLUSTRATIVE SCENARIO
PERFORMANCE SIGNAL

Momentum is building.

Revenue growth has accelerated for three consecutive quarters, the company is above plan, and runway is approaching nine months.

INVESTMENT CONTEXT

Know the position before the round.

The fund owns 8.2% on a fully diluted basis, holds pro rata rights, and would need approximately $1.8 million to maintain its position under the modeled financing.

INVESTOR ACTION

Prepare before the process begins.

Confirm the participation right, model ownership under different round sizes, reserve the required capital, and prepare the investment-committee materials before the financing process begins.

Illustrative only. Strong performance may signal a financing, but it does not prove that one is imminent.

Investment team preparing for a decision
DECISION CONTEXTThe next meeting should start with the current investment state — not reconstruction.
PORTFOLIO PERFORMANCE

Portfolio KPIs, Connected to the Investment.

Track the operating metrics that matter for each company without separating performance from the investment record behind it.

PostSig KPI module
Growth & Revenue
Profitability
Cash & Liquidity
Unit Economics
Customers & Engagement
Team & Efficiency
Source-backed metric definitionsKeep metric definition and source attached to reporting.
Period + reporting contextCompare actuals across periods and see reporting cadence.
Missing or stale visibilityIdentify incomplete, stale, or outstanding portfolio reporting.
Connected investment contextMove from KPI performance into ownership, financing history, rights, and documents.
RIGHTS + ECONOMICS

Performance Changes the Outlook. Financing Changes Your Position.

Each financing can affect ownership, dilution, rights status, preferences, seniority, and potential return outcomes. PostSig maintains the current position across rounds and shows the documents and events supporting each answer.

PostSig legal terms and rights view
01
Ownership & dilution

Understand the current position and how later financings may change it.

02
Participation & pro rata

Know when participation rights apply and which thresholds govern them.

03
Preferences & economics

See liquidation preferences, seniority, participation terms, and other economics.

04
Governance & information rights

Track board rights, consent requirements, information rights, and major-investor thresholds.

LINEAGEAI™

From Source Record to Current Investment State.

LineageAI connects KPI submissions, investment documents, financing events, ownership records, cap tables, side letters, amendments, and approvals into the current state of the investment. Every answer preserves the records used to determine what applies now.

COMPANY DATAKPI submissions + reporting history
OWNERSHIPCap tables + securities
FINANCINGRound documents + amendments
GOVERNANCESide letters + approvals
LineageAI
CURRENT INVESTMENT STATE

BioGenix

PerformanceCurrent
Ownership11.0%
RightsCurrent
EvidenceLinked
Cross-document and cross-round intelligenceFollow the investment as terms evolve across documents and later financing rounds.
Performance lineageKeep metric, definition, period, and source attached to company reporting.
Current rights hierarchyResolve amendments, side letters, and financing events into the current rights hierarchy.
Decision-ready evidenceBring supporting records into the next follow-on, vote, consent, valuation review, or board discussion.
POSTSIG MCP | THE INTELLIGENCE GATEWAY

Your Investment Intelligence. Wherever You Work.

PostSig MCP makes IRI available beyond the PostSig interface. Use governed investment data and tools inside approved AI environments, internal applications, agents, reports, and workflows. Build your own solutions on top of PostSig without recreating the underlying documents, rights logic, or current investment state.

POSTSIG IRI · CURRENT INVESTMENT STATE

One governed intelligence layer.

Performance · Ownership · Financing · Rights · Documents · Evidence

→
CUSTOM SKILLSIC preparation
AGENTSPortfolio review
DASHBOARDSFollow-on reserves
WORKFLOWSBoard + consent checks
APPLICATIONSInternal investor tools
REPORTSLP reporting
01
Use it anywhere

Bring PostSig intelligence into the AI environments, applications, and workflows your team already uses.

02
Build on PostSig

Create custom skills, agents, dashboards, reports, automations, and internal applications using PostSig tools and investment data.

03
Governed by default

PostSig authentication and permissions determine which tools, companies, funds, and investment data each user can access.

04
Traceable to source

Answers remain connected to the underlying KPIs, financing documents, cap tables, rights, and supporting evidence.

BUYER-BUILT SOLUTIONS

Build the workflow your investment team needs.

01

An investment-committee preparation skill combining KPIs, ownership, rights, and scenario context.

02

A follow-on reserve dashboard connecting company trajectory to pro rata rights and capital requirements.

03

A board and consent-rights checker embedded in an internal workflow.

04

A quarterly portfolio-review agent identifying performance changes, stale reporting, and upcoming decisions.

05

An LP-reporting workflow using the same governed investment facts and evidence.

Your Portfolio Is Already Producing Signals.

The next decision should not start with reconstruction. PostSig turns portfolio signals into current investment context, preparation, and action.