Angel & crowdfunding portfolio management software
Investech is portfolio software for startup investors — Crowdcube, Seedrs, angel networks, syndicates and direct deals. Track holdings, documents, SEIS/EIS, valuations, analytics and AI insights in one workspace. When nominee portals and spreadsheets stop scaling, this is the structured next step.
- Investors self-managing SEIS/EISDEALUM90%
- Still using spreadsheetsANGELHUB70%
- Using AI for deal analysisBUSINESSWIRE34%
- Want simpler SEIS/EIS managementEQUITY100%
- Want accountant-ready data sharingREPORTS100%
“10 hours every month managing papers – no longer!”
DH Beaconsfield
Why Investech?
Whether you hold a handful of crowdfunding shares or a growing angel book, Investech is the operating system after you invest: holdings, pipeline, documents, SEIS/EIS, marks and notifications. AI-powered company research keeps businesses you already own — and your watchlist and investment targets — up to date, so you stay organised without living in Excel.
- Accountant access
- Actions
- AI powered
- Analytics
- Articles
- Certificates
- Companies
- Concentration
- Crowdcube
- Crowdfunding
- Data Vault
- Documents
- Easy AI upload at start
- Exports
- Holdings
- Import
- Insights
- IRR
- MOIC
- Notes
- Pipeline
- Privacy
- Reminders
- Reports
- SAFEs
- SEIS/EIS
- Sweat equity management
- Valuations
- No more spreadsheets
- Low cost
- Time savings
- Free to start
- Auto metrics
- All in one
- Fast import
- Private by default
It's time. Let Investech's AI take the strain.