Track and maximize your angel portfolio
Portfolio Dashboard
Get a complete snapshot of your angel portfolio with key metrics, distribution charts, and performance trends at a glance.
Deal Pipeline
Move deals through sourcing, evaluation, commitment, and exit stages with a visual kanban board workflow.
ROI Multiplier Tracking
Monitor which portfolio companies deliver the best returns with clear ROI multiples and valuation growth metrics.
Company Database
Maintain a searchable reference list of portfolio companies with industry, website, and founding details.
Valuation Round History
Track every funding round from seed to series C, recording valuation at entry and current estimated worth.
Equity Stake Management
Keep precise records of your ownership percentages across every portfolio company and funding round.
Sector Performance Analysis
Discover which industry sectors deliver the best returns in your portfolio with visual breakdowns.
Stage Performance Insights
Compare returns across seed, series A, and growth stage investments to refine your thesis.
Investment Timeline
View your investment and exit activity chronologically to understand your pacing and liquidity events.
Exit Tracking
Monitor acquisitions, IPOs, and secondary sales with dates and final return multiples.
Smart Portfolio Filtering
Filter investments by sector, round type, status, or date range to focus on what matters most.
Offline-First Reliability
Work confidently with automatic local saves that sync to the cloud so your portfolio data is never lost.
Ready to go in 3 steps
Create Account
Set up your secure profile to begin managing your workspace.
Activate App
Use your Order Number to unlock full access to your new system.
Start Tracking
Ditch the paper scraps and start managing like a pro.
Product Details
Secure Account Access. You will receive a unique setup link via email immediately after purchase. Simply follow the link to create your account and activate your workspace using your Order Number.
Your access is tied to your email, allowing you to log in from any device without needing to download or manage files.
Everything you need to know.
Do I need to pay a monthly fee?
What devices can I use this on?
Can I track different parts of my life at once?
Can I share my workspace with others?
I'm not "tech-savvy"—is it hard to set up?
What happens to my data?
What happens after my 1-year access ends?
Still not sure? Try it first.
Take the system for a test drive. Start your 7-day free trial today and see how much time you save. No credit card required, no risk, no strings attached.
