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These guides cover the product itself: how a company connects its financial systems, turns them into a report, and controls who sees it, and how an investor reads across the portfolio and asks for what is missing. Every guide is written for someone doing the task for the first time, and shows the screen and the control to press at each step. If you are new to Vein, start with the Overview.

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For Companies

Your dashboard

Current metrics, where each figure came from, and how overdue your next report is.

Connect a data source

Link a bank, ledger, payroll, or payments provider so metrics update on their own, and pick the winner when two of them disagree.

Build and send a report

Assemble a report from blocks, deliver it to your investors, and save the layout for next time.

Respond to a request

Fill an investor’s request for specific topics and a specific period.

Use the Vault

Keep the documents investors ask for in one place, ready to attach.

Share a data room

Publish a password-protected link to a sent report, and see who opens it.

Approve data access

Grant or deny an investor’s request for ongoing access.

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For Investors

Your portfolio

Every company you have invested in, and everything you hold on any one of them.

Portfolio intelligence

Aggregated metrics, qualitative updates, and AI summaries across everything you hold.

Reports

What arrives when a company reports, how to read it, and how to ask for what is missing.

Schedules and templates

Save what you ask for, and when you ask for it.

Request data access

Move from one-off reports to an ongoing feed.

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Your Account

These apply whichever side of Vein you are on.

Roles and permissions

What each role can do, and why a control you expected is not on your screen.

Notifications

Where Vein tells you something happened, and what reaches your inbox.

Account and sign-in

Passwords, the Terms notice, and the display preferences stored on your device.

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How the pieces fit together

Almost every flow in Vein is a variation on the same chain. A company connects its providers once; Vein derives metrics from them; reports and data rooms are views onto those metrics; investors receive those views or request new ones. The practical consequence is that connecting sources is worth doing first. Every later flow is faster, and the numbers an investor sees trace back to the system that produced them rather than to a spreadsheet someone typed.