IR Kit

Run investor relations like you have an IR team of ten — even if it's just you and an AI agent.

Most founders learn IR by losing: a diligence that stalls on a messy SAFE stack, an update streak that dies the first bad month, a data room assembled in a panic the week a term sheet shows up. The founders who raise well aren't smarter — they run a system. IR Kit is that system, open-sourced: the tools and the operating doctrine of an A-class startup's investor relations, runnable by any founder, anywhere, for free.

▶ Try the live demo — sample company, your edits stay in your browser · see the cap table & SAFE ledger

• 📊 Financial command center — monthly close, burn/runway/zero-cash date, KPI dashboard, runway scenarios for hiring decisions
• 🧮 Cap table & SAFE math — SAFE ledger with implied ownership, a priced-round modeler using real post-money SAFE mechanics, founder dilution walk to Series A, exit waterfall
• 🤝 Investor CRM — round commitments with weighted pipeline, interaction log, asks tracker, update distribution segments
• ✉️ Update composer — YC-format monthly updates with metrics auto-filled from your financials, plus the archive a future lead will read back-to-back
• 📚 Playbooks — update doctrine, batch fundraising process, tiered data-room checklists (interactive), board pack structure, hard-question FAQ frames, diligence-grade metric definitions
• 🤖 Agent harness — prompt sets and a private workspace scaffold so your coding agent (Claude Code, Cursor, …) operates the whole system with you

Quickstart

git clone https://github.com/howieyoung/ir-kit && cd ir-kit
node server.js                      # Node 18+, zero dependencies — that's the whole install
# → http://127.0.0.1:4820
node scripts/init-workspace.js      # scaffold your private data room / board / CRM folders

Explore with the built-in sample company, then replace it with yours (Settings → profile, or hand your agent prompts/monthly-close.md).

Learn it in 10 minutes

→ The tutorial — also built into the app as the Get started page:

• Use it yourself — the first-30-minutes walkthrough and the monthly rhythm
• Use it with your agent — setup, the prompt rituals, and putting your agent on a schedule so the update draft is waiting for you on update day
• Cap table 101 — never seen a SAFE? Ten minutes to using the modeler confidently
• Glossary — every term in the kit, one line each

The kit also tracks your cadence: the dashboard shows when the next update is due (and your streak), and Updates → Schedule exports a recurring calendar file for update day + quarterly board packs.

Your data stays yours — by architecture

This is the part that matters, so it's not a policy, it's the design:

	Where your data lives	What the public sees
Self-hosted (default)	Plain JSON in data/ + files in ir-workspace/ — both gitignored, both local	Nothing
Static demo hosting	Each visitor's browser localStorage only	The fictional sample company

• The repo ships only a fictional sample company ("Protico" is used as the sample brand; every number, investor, and contact is invented).
• data/ and ir-workspace/ are gitignored, so a fork can't accidentally publish a cap table.
• The server binds to 127.0.0.1 by default and has no accounts to breach — there's nothing to sign up for and no one else's infrastructure holding your SAFEs.
• Back up by making data/ + ir-workspace/ a separate private repo, or export everything as one JSON from Settings.

Operate it with your agent

The kit is deliberately agent-native: all state is human-readable JSON (schemas in CLAUDE.md), all logic is dependency-free vanilla JS, and prompts/ contains the recurring rituals as ready-to-paste prompts:

• Monthly close → agent updates financials, computes burn/runway, flags misses against last month's promises
• SAFE signed → agent reconciles cap table + CRM + distribution list in one pass and checks your dilution guardrail
• Draft update → agent writes the YC-format update from real numbers only, keeping metric continuity with the archive
• Meeting prep / data-room audit / round kickoff → one-page briefs, punch lists, and round plans into your private workspace

That's the "IR team of ten": the system remembers the cadence, the agent does the clerical work, you make the calls.

Deploying

• For yourself: it's a local app; you're done. On a server (Fly/Railway/VPS/Docker): HOST=0.0.0.0 node server.js — ⚠️ no built-in auth; put it behind Cloudflare Access/Tailscale/basic auth. Your cap table is on this thing.
• Public demo for others: host public/ on any static host (this repo auto-deploys it to GitHub Pages). No server → demo mode → visitors' edits stay in their own browsers.

What this is not

Not legal advice (conversion math is a planning tool; counsel and the instruments decide), not a Carta/Pulley replacement (no 409A, no share issuance — export to those when you price a round), and deliberately not a multi-tenant SaaS — hosting strangers' cap tables is an auth/encryption/compliance product; this kit's answer is that nobody should have to upload their cap table to use good IR tooling.

Contributing / roadmap

Small, dependency-free PRs welcome. Wanted next: configurable traction-metric columns (currently sample-company-shaped: traffic/pages/platforms), CSV import for financials, opt-in scheduled sending via bring-your-own SMTP, priced-round (non-SAFE) ledger entries, more playbooks (debt, bridge, secondaries), localization. Keep the promises: zero deps, no build step, local-first, agent-editable JSON. See SECURITY.md for the security model.

MIT © Howie Young