Carta is built for startups and funds; Investech is built for individual angel and private-market portfolio tracking.
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.
Carta is widely used for cap tables, equity admin and fund operations. Individual angels often do not need that stack to manage a personal portfolio.
Investech focuses on the investor’s book: holdings, documents, performance, SEIS/EIS and accountant collaboration — without positioning as startup cap-table software.
Investech is not family office software, SPV management software, syndicate management software, or an investor CRM. It is not a fundraising platform, AngelList-style deal marketplace, or Carta-style fund/cap-table admin suite. It replaces spreadsheets for post-investment portfolio tracking.
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 Carta
Indicative comparison for individual angels. Confirm Carta pricing and features on their site. On a phone, scroll the table sideways.
| Feature | Investech | CartaCustom / $3k+ |
|---|---|---|
| Built for | Individual angels | Startups and funds |
| Free plan | Yes | No |
| UK SEIS / EIS tracking | Yes | No |
| Personal portfolio book | Yes | Cap-table / fund ops |
| Documents with holdings | Yes | Equity admin files |
| MOIC / IRR for angels | Yes | Fund-oriented |
| Self-serve signup | Yes | Sales-led |
Related questions
- Is Investech like Carta for angels?
- No. Carta targets company/fund equity infrastructure. Investech is angel investor portfolio management software for individuals tracking investments.