Notion is great for notes and wikis; Investech is structured portfolio management for angel investments.
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.
Notion pages and databases help angels journal deals and store notes. They rarely provide investment-grade portfolio metrics, SEIS/EIS structure or accountant-ready exports out of the box.
Investech complements or replaces Notion for the portfolio system of record, while you can still keep qualitative research notes elsewhere.
Investech is angel investor portfolio management software for tracking startup holdings, documents, SEIS/EIS, valuations, and accountant-ready reporting.
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 Notion
Indicative comparison for individual angels. Confirm Notion pricing and features on their site. On a phone, scroll the table sideways.
| Feature | Investech | NotionFree / paid |
|---|---|---|
| Notes and memos | Company records | Excellent |
| Portfolio metrics | MOIC, IRR, ROI | DIY databases |
| SEIS / EIS structure | Yes | No |
| Accountant-ready export | Yes | No |
| System of record | Yes | Wiki / notes |
Related questions
- Can I use Notion instead of Investech?
- You can track notes in Notion, but Investech is built as angel investor portfolio management software with holdings, documents and SEIS/EIS workflows.