A curated selection of portfolio management platforms and spreadsheets designed specifically for early-stage investors. These tools help track cap tables, monitor valuation changes, manage KYC documents, and calculate returns across diverse startup investments.
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A dedicated platform for angel investors that simplifies portfolio management with features like automated cap table updates, document storage, and reporting. It helps investors track their holdings and manage relationships with founders efficiently.
The industry standard for early-stage investing, offering tools to manage deals, track portfolio companies, and connect with other investors. It provides deep data on startup metrics, funding rounds, and market trends.
A modern cap table and equity management platform that integrates with fundraising workflows. It helps angel investors and startups maintain accurate ownership records, track option pools, and manage post-money compliance.
The leading platform for managing equity, cap tables, and investor relations for startups. While often used by companies, it offers robust reporting tools for investors to monitor ownership stakes and valuation changes.
Customizable spreadsheets designed for angel investors to manually track portfolio performance, entry prices, exit multiples, andIRR calculations. Ideal for investors who prefer full control and customization over their data.
A comprehensive platform for managing private market investments, including angel deals. It offers tools for tracking capital calls, distributions, and performance metrics, often used by family offices and sophisticated investors.
Although primarily a peer-to-peer lending platform, Mintos offers robust portfolio tracking tools for alternative investments. It provides detailed analytics on returns, risk levels, and diversification for non-traditional asset classes.
A digital platform that allows angel investors to buy shares in early-stage companies. It provides a transparent view of portfolio performance, company updates, and easy liquidity options through its secondary market.
A secondary marketplace for private company shares that includes portfolio tracking features for investors. It helps users manage their holdings in pre-IPO companies and access liquidity events with detailed reporting.
A user-friendly cap table management tool suitable for small teams and angel investors. It offers simple visualizations of ownership structures, funding history, and scenario modeling for future rounds.
A regulated alternative trading system that provides tools for tracking digital asset investments and derivatives. It offers real-time portfolio valuations and risk management features for sophisticated investors.
A financial data platform that includes private company data alongside public markets. It offers powerful charting and screening tools for investors to analyze startup performance against industry benchmarks.
A premium database providing in-depth data on private companies, venture capital, and private equity. It offers sophisticated tools for tracking market trends, valuations, and exit outcomes for portfolio analysis.
A widely used database for startup and investment data, offering tools to track funding rounds, key personnel, and company milestones. Its Pro version provides advanced analytics for portfolio due diligence and monitoring.
A digital investment management platform that simplifies the process of building and tracking portfolios. It offers automated rebalancing and tax-loss harvesting, suitable for investors looking for a hands-off approach.
A white-label platform for financial advisors to manage client portfolios, including alternative investments. It provides tools for reporting, client communication, and performance tracking across various asset classes.
A digital wealth management service for businesses that includes tools for tracking cash and investment portfolios. It offers automated insights and reporting to help business owners manage their financial assets.
A platform designed for investment funds to manage capital calls, distributions, and investor reporting. It offers robust tracking capabilities for portfolio companies and performance metrics for limited partners.
A platform offering alternative investment opportunities in art, lending, and real estate. It provides tools to track portfolio performance, diversification, and cash flows from these non-traditional asset classes.
A investing platform that allows users to create customized portfolios with automated rebalancing. It offers detailed tracking tools for performance, dividends, and sector allocation for retail investors.