For angel investors with more than one vehicle
Your whole investment book, in one clear picture.
Manage direct personal investments and separate holding companies as portfolios. Track paid-in capital, convertibles, valuations and news across startups, funds, real estate, stocks and crypto.
Consolidated overviews
Personal and holding-company portfolios rolled up into one view, in any reporting currency.
Every instrument
Equity, SAFEs and convertible notes with full or partial conversions, valuations and realised returns.
Document intelligence
Upload term sheets, capital calls and investor updates — AI reads the terms and drafts the transaction.
Multi-currency by design
Every transaction and valuation stores the FX rate at that moment, so history never drifts.