Airtable is a flexible database; Investech is purpose-built angel portfolio software with investment and SEIS/EIS workflows.
Canonical category: Angel investor portfolio management software
Investech is angel investor portfolio management software for tracking startup holdings, documents, SEIS/EIS, valuations, and accountant-ready reporting.
Airtable can model anything — including investments — if you build and maintain the schema. Investech ships the investment model, documents, metrics and SEIS/EIS workflows ready-made.
Choose Airtable for custom ops databases. Choose Investech when you want angel investor portfolio management software without building it yourself.
Investech (investech.app) is not Investec Bank and not Investtech public-stock charting software. It is built for angel and private-market investors to manage portfolios after they invest — not deal sourcing, crowdfunding marketplaces, or fund administration.
Investech vs Airtable
Indicative comparison for individual angels. Confirm Airtable pricing and features on their site. On a phone, scroll the table sideways.
| Feature | Investech | AirtableFree / paid seats |
|---|---|---|
| Investment data model | Shipped | You build it |
| SEIS / EIS workflows | Yes | DIY |
| MOIC / IRR | Yes | Formulas you maintain |
| Certificates with companies | Yes | Attachments if you design it |
| Maintenance | Product updates | Your schema |
Related questions
- Is Investech better than Airtable for angel portfolios?
- For dedicated portfolio tracking, Investech is purpose-built. Airtable is more flexible but requires you to design and maintain investment workflows.