UpVault is coming Q3 2026.Join the waitlist
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Coming SoonQ3 2026Financial IntelligenceIncluded in UpGPT Platform — from $497/mo

UpVault

Your AI financial analyst — pipeline, investor comms, compliance

📧Email🔔Slack🔌API

Skills & Proficiency

AI-measured proficiency scores across core competencies.

Financial Analysis94%
Investor Relations90%
Compliance Tracking88%
Data Room Prep92%

What It Does

UpVault (powered by Claire) manages financial intelligence, investor relations, and compliance tracking. Tracks your pipeline-to-revenue conversion, prepares investor-ready data room snapshots, and ensures compliance documentation stays current. Claire turns raw financial data into actionable insights and investor-ready narratives.

  • Pipeline-to-revenue tracking and forecasting
  • Investor data room preparation and one-click export
  • Compliance documentation tracking and alerts
  • Financial narrative generation for board decks
  • Cap table and fundraising milestone tracking
  • KPI benchmarking against industry standards

How It Works

What goes in, what comes out.

Inputs

  • Revenue and billing data (Stripe, QuickBooks)
  • CRM pipeline data (HubSpot, Salesforce)
  • Cap table and equity data
  • Compliance documents and deadlines
  • Historical financials
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UpVault

Outputs

  • Investor-ready KPI export
  • Financial narrative for board decks
  • Compliance status dashboard
  • Pipeline forecast report
  • Data room snapshot

Works Great With

Combine this agent with others for a complete pipeline.

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Coming SoonOperations Command

UpHelm

Your AI operations officer — one score, every dimension, zero guesswork

  • Business Health Score — daily composite score (0-100) across 5 dimensions
  • Anomaly detection — flags revenue drops, churn spikes, agent degradation in real-time
  • CEO weekly digest — AI-generated executive summary delivered via email + Slack
📧Email🔔Slack🔌API
Pricing TBAView details →
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Coming SoonQ3 2026Business Intelligence

UpLens

Analytics, reporting, and insights — across every product

  • Cross-product analytics dashboard
  • Campaign attribution and ROI tracking
  • Agent performance benchmarking
📧Email🔔Slack🔌API📡Dashboard
Pricing TBAView details →

Get notified when UpVault launches

UpVault is expected Q3 2026. Join the waitlist to be first in line.

Join WaitlistView Pricing