Every position, every update — in one live portfolio view
Consolidate active investments, ownership positions, valuations, and company updates into a single dashboard designed for professional investors.
- Consolidated positions across every investment
- Valuation history and mark-to-market changes
- Company updates, documents, and distributions
- Portfolio-wide performance and exposure analytics
Real-time
Position updates
IRR / MOIC
Performance metrics
1-click
Statement exports
Audit-ready
Investor records
Capabilities
Everything you need, built for enterprise workflows
Positions & ownership
See every SAFE, note, and share position with fully-diluted ownership context.
Valuation tracking
Automatic markups on new rounds, plus manual overrides with audit trail.
Company updates
Aggregate founder updates, milestones, and KPIs across your entire portfolio.
Document vault
Every subscription doc, side letter, and notice stored and searchable.
Distributions & exits
Log distributions, secondary sales, and exits with tax-ready summaries.
Performance analytics
IRR, MOIC, DPI, and TVPI across the full portfolio and by cohort.
Exposure views
Analyze concentration by sector, stage, geography, and vintage.
Secure & permissioned
Role-based access for spouses, advisors, and family office staff.
Workflow
How it works
01
Import
Bring existing positions in from spreadsheets or platforms.
02
Enrich
Auto-pull updates from portfolio companies on-platform.
03
Analyze
Track valuation and performance across positions.
04
Report
Export tax and investor-ready statements on demand.
FAQ
Frequently asked
Do you support off-platform investments?
Yes — import any position manually, with full support for SAFEs, notes, and shares.
Can my accountant access it?
Yes — grant permissioned, read-only access for advisors, family office staff, and accountants.
Are exports tax-ready?
Yes — export standardized statements suitable for U.S. and Canadian tax preparation.
Ready to move faster on portfolio management?
Talk to our team about rolling this out at your company.