Angel Investor Portfolio Management Software

What is angel investor portfolio management software?

After a round closes, the work changes. You are no longer comparing decks. You own (or will own) a slice of a private company, plus a pile of artefacts: a subscription agreement, a convertible or SAFE, a share certificate that may arrive months later, a SEIS3 or EIS3 if you are in the UK, founder updates, and a valuation that only moves when something real happens.

Angel investor portfolio management software is the system that keeps that book coherent as the number of names grows from three to thirty. A startup investment tracker is the same job described from the holdings side: what you paid, what it is marked at, which instrument, which documents, what to do next.

It is not “investment intelligence” in the abstract. It is operational: capital ledger, company file, tax-scheme flags, and an action list. Investech’s dashboard is that view — invested, portfolio value, average MOIC, weighted IRR, hit rate, realised proceeds, unrealised gain, open positions, plus current investments and target names on the same home screen.

Why spreadsheets fail as portfolios grow

A first spreadsheet is honest. Columns for company, date, amount, ownership. Then a second tab for convertibles because the maths is different. Then a Drive folder named “certs” that is not linked from the sheet. Then an accountant request in January for every EIS3. Then a follow-on that changes cost basis and nobody updates the MOIC column.

Failure modes that show up in real angel books: duplicate legal names; valuation dates that do not match the round that produced the mark; SEIS and EIS mixed in one “tax” column with no certificate status; notes living in email threads; realised exits still counting as open positions. Software does not make you a better picker. It stops the book from lying to you.

See also Investech vs spreadsheets.

What angel investors need to track

• Investments — date, amount, currency, instrument (equity, CLN, SAFE), and later top-ups on the same company.
• Ownership — shares or note terms, not a single percentage that never updates after dilution.
• Rounds — the capital ledger on the company page, so follow-ons are history, not a overwritten cell.
• Founder updates — filed on the company, not lost in a newsletter inbox.
• Documents — subscription docs, certificates, SHA extracts, labelled against the holding.
• Due diligence notes — the memo of why you invested, stored with the company so you can re-read it at follow-on time.
• Performance — MOIC and IRR on the positions you still hold, plus realised proceeds when something actually exits.
• SEIS/EIS — scheme, relief available vs claimed, certificate on file or awaiting, holding period.

Introductions and relationship graphs belong in a CRM if you run a deal team. Investech does not pretend to be that product. Targets on the dashboard are companies you are considering — a pipeline list, not Affinity.

Startup portfolio monitoring

Monitoring, in this category, means seeing concentration, capital deployed by year, and which names are pulling MOIC — without exporting to a BI tool. Investech’s home dashboard shows current investments with instrument type and MOIC per row, a year-end invested chart, an annual MOIC line, and a sector concentration breakdown. Recent activity surfaces weekly AI digests against specific companies so monitoring is not only a static table.

Hit rate on the header is a simple count of how many positions are “working” versus underwater on the marks you have entered — it is only as honest as those marks. Weighted IRR emphasises larger cheques. Neither number is a promise of future cash. Treat them as the same discipline you would apply to a carefully maintained sheet, with less chance that last year’s exit is still in the open list.

Founder information management

Each company in Investech is a file: identity, sector, website, contacts, and the capital history attached to that name. Founder communication is not a mail client inside the product. The practical pattern is: paste or file the update on the company, keep the legal name stable, and use Actions when a certificate or follow-up is outstanding. That is enough for most individual angels. If you need automated email capture across a partnership, that is CRM software — see Investech vs Affinity.

Investment records

The Investments surface is the ledger. Rows are holdings, not “deals in conversation.” Instrument badges distinguish equity, convertibles and SAFEs because those convert on different clocks. MOIC is shown per line so a 0.45x name does not hide inside a blended average. Open the company for the full capital ledger, ownership, valuation marks and documents.

Archive is for realised or written-off positions so the live book stays honest. That split is what most spreadsheet angels never implement until tax season forces it.

Due diligence management

Investech is not a diligence data room for live processes. It is where the outcome of diligence should live: thesis, risks, and notes on the company you bought. Pre-cheque work can sit on a Target; after completion it should move with the holding. AI-assisted reports can be generated and filed on the company Updates/reports flow so the memo is not a leftover Google Doc.

Educational FAQs on diligence live on the FAQ. Do not treat the product as legal advice or a substitute for counsel on a round.

Document storage

Documents in Investech are attached to the company and to tax-certificate workflows, not dumped in a generic cloud folder. The SEIS/EIS overview shows “received” versus “awaiting” with a count of files on record. The Action centre then asks you to upload a missing EIS3 or SEIS certificate instead of hoping you remember.

AI-powered investment research

AI in Investech is in-portfolio: digests and research notes against companies you already track, plus an assistant that can draft structured notes for the company file. It is not AI deal sourcing and not an “AI venture capital” product. If a digest mentions category heat or acquirer news, it is context for a holding — you still decide whether it changes a mark or a follow-on.

Managing SEIS investments

SEIS relief is not a cell that says “SEIS = yes.” You need the company, the share issue, the amount, the SEIS3, and the holding period. Investech’s Portfolio SEIS/EIS view lists scheme badges, relief available, relief claimed, certificate state, next due date and a status of “all good” or “action needed.”

This is educational, not tax advice. Confirm current HMRC rules with an adviser. Product walkthroughs also live on SEIS/EIS portfolio tracker and how to track SEIS investments.

Managing EIS investments

EIS uses the same workspace with a different scheme badge and typically larger cheques. The Action centre flags overdue EIS3s, completed three-year holding periods, and relief that is calculated but not marked as claimed. Tax readiness and accountant readiness scores summarise how close the book is to a pack someone else can use.

More detail: how to track EIS investments.

Reporting and portfolio visibility

Visibility is the dashboard metrics plus Reports in the app for structured output. Accountant collaboration exists so you are not screenshotting cells. Visibility is not a public IR portal for LPs — that is closer to fund reporting tools such as Visible. Individual angels need a private book, which is why Investech vs Visible is a contrast, not a feature race.

Angel investor software vs spreadsheets

Spreadsheets win on improvisation. They lose when a document, a tax certificate and a valuation date must stay consistent. Angel investor software in this category ships the schema: instruments, MOIC, scheme flags, actions. You can still export. You should not rebuild IRR and certificate chasing every year.

Angel investor software vs generic CRM systems

A CRM answers “who did we last email?” Portfolio software answers “what do we own, what is it marked at, and where is the EIS3?” Forcing angels into Salesforce or Affinity produces a graveyard of custom fields and no certificate workflow. Use a CRM if you run origination as a team. Use Investech for the book after completion. Carta is a third job again — company cap tables and funds, not your personal holdings (Investech vs Carta). Seraf is a closer peer tracker (Investech vs Seraf).

How Investech works

1. 1Add companies and capital (including targets you have not funded yet).
2. 2Store documents against the company; flag SEIS/EIS where it applies.
3. 3Record marks when you have a real signal — a round, a write-down, an exit.
4. 4Work the Action centre: missing certificates, holding periods, unclaimed relief.
5. 5File updates and optional AI digests on the company so the file stays current.
6. 6Share with an accountant when the book is ready, not when HMRC week arrives.

There is a free plan. Pro adds capacity. The product teaches as you go (info pops on MOIC, IRR, schemes). Investech is a web app: track holdings and targets, store documents, monitor valuations, manage SEIS/EIS certificates and relief, record convertible notes, run reports, and share with an accountant. Demo mode lets you explore a sample book without changing live data.

Story and intent: About. Questions: FAQ.

Why investors need a single source of truth

A single source of truth means one place that answers: what I hold, what I paid, what I think it is worth, which tax documents exist, and what is blocked. Split brains (sheet + Drive + email + accountant spreadsheet) are how certificates go missing. Investech’s bet is that individual angels need that source without becoming a family office, a syndicate administrator, or a CRM operator.

Features to look for (and questions before you buy)

If you are comparing angel investor software, ignore slogans. Ask: can I record equity, SAFEs and notes on one ledger? Do documents attach to the company? Is SEIS/EIS a first-class workflow or a tag? Are MOIC and IRR calculated from the same records? Is there a free way to try a sample book? Does the vendor admit they are not a marketplace or CRM?

Investech’s answers are yes, yes, yes (UK), yes, yes (demo + free), and yes — the “not for” list is on this page on purpose. If you need origination CRM or SPV administration, buy those tools separately and keep Investech as the personal book.

Topics for the book of record

The same themes that used to live as a separate insights index — scheme paperwork, valuations, terminology, tax records, AI hygiene and how you construct a book — sit on this page and in the guides below. In-app articles remain in Knowledge after you sign in.

• SEIS and EIS explained: nature, purpose and portfolio managementHow UK SEIS and EIS schemes work, why they exist, and how angel investors should track certificates, relief and holding periods.
• Equity investment terminology and key calculations for angelsA practical glossary of equity terms and the calculations angels use every day — ownership, MOIC, IRR, dilution, and post-money maths.
• Understanding startup valuations as an angel investorPre-money vs post-money, caps, discounts and mark-to-market — how to read valuations without getting lost in founder optimism.
• Managing tax liability and using available tax breaksA practical overview of tax breaks angels actually use — relief timing, certificates, losses and working with an accountant.
• The role of AI in angel investingWhere AI helps angels today — diligence support, portfolio monitoring and decision hygiene — and where human judgement still wins.
• How to invest more effectively: sector expertise, baskets and strategyPractical angel strategies — becoming a sector expert, constructing baskets, pacing capital and avoiding concentration traps.

Guides and checklists

Practical companions to this category guide — how to track the book, keep records, measure the portfolio, compare spreadsheets, and use short checklists.

• Angel Portfolio TrackingHow angel investors track startup holdings, metrics, follow-ons, founder updates and reports — and where spreadsheets fail.
• SEIS Portfolio Tracking for Angel InvestorsHow UK angels track multiple SEIS holdings, certificates, relief, holding periods and documents — educational, not tax advice.
• EIS Portfolio Tracking for Angel InvestorsHow UK angels track EIS companies, EIS3 certificates, relief claims, holding periods and portfolio oversight — educational, not tax advice.
• Angel Investment Record KeepingWhich records angel investors should keep — agreements, certificates, notes, diligence, tax files and exits — and why spreadsheets break.
• Startup Portfolio ReportsPortfolio summaries, performance, capital invested, follow-ons and review cadence for individual angel investors.
• Angel Investor Spreadsheets vs SoftwareWhy angels start in spreadsheets, what breaks as the book grows, and when specialist portfolio software is the better system of record.
• Angel Investor Portfolio ChecklistA practical checklist for company records, documents, SEIS/EIS, valuations and accountant readiness.
• Angel Investor Portfolio TemplateWhat a usable angel portfolio template must contain — and why a structured app beats a blank sheet.
• Preparing For Angel Investor Tax SeasonA pre-Self Assessment checklist for angels: holdings, certificates, realisations and questions for your accountant.
• Startup Portfolio Management Best PracticesHabits that keep a startup portfolio current: capital history, documents, marks, updates and next actions.

FAQ

What is angel investor portfolio management software?

It is software for running a personal book of startup investments after capital is committed: companies, amounts, instruments, documents, marks, tax-scheme context and next actions. Investech is built for that job.

Is Investech angel investor software?

Yes. Investech is angel investor software in the portfolio-management sense. It is not a deal marketplace, investor CRM, SPV administrator or family office operating system.

Can I use Investech as a startup investment tracker?

Yes. The dashboard and Investments list are a startup portfolio tracker: invested capital, current value, MOIC, IRR, hit rate, open positions and per-company records.

Does Investech replace Excel for angel portfolios?

It is designed to replace the spreadsheet-plus-Drive pattern. Capital history, certificates and valuations live on the company record instead of across tabs and folders.

Is Investech an investor CRM?

No. Relationship CRMs such as Affinity track pipelines and emails. Investech tracks holdings you already own. Targets is a watchlist of companies you may invest in — not a CRM.

Does Investech manage syndicates or SPVs?

No. Use your syndicate or SPV provider for that layer. Record the resulting personal holding in Investech.

Is Investech family office software?

No. It is for individual angels and private-market investors managing their own startup book, not multi-entity family office administration.

Does Investech track SEIS and EIS?

Yes. The SEIS/EIS workspace lists scheme, relief available and claimed, certificate status and next due dates, with an Action centre for missing EIS3/SEIS3 files and holding periods.

Can I store share certificates and subscription documents?

Yes. Documents attach to the company and to SEIS/EIS certificate workflows so files are not only in email.

What instruments can I record?

Equity, convertible loan notes and SAFEs sit on the same investments table with amount, current value and MOIC per line.

Does Investech calculate MOIC and IRR?

Yes. Header metrics include invested, portfolio value, average MOIC, weighted IRR, hit rate, realised proceeds, unrealised gain and open positions.

How does AI work in Investech?

Company records can hold AI-assisted research notes and weekly digests filed against holdings. AI does not source deals or replace your judgement.

Is there a free plan and a demo?

Yes. You can start free, open a sample portfolio on the demo, and upgrade to Pro when you need more capacity.

Who should not use Investech?

Teams looking for fund administration, cap-table software for the startup, deal CRMs, or syndicate/SPV tooling. Those are different products.

How is Investech different from Carta or AngelList?

Carta is company and fund equity infrastructure. AngelList is primarily deal and syndicate infrastructure. Investech is the investor’s book of record after you invest.

Can my accountant see the portfolio?

Investech includes accountant collaboration so certificates, capital history and readiness scores can be shared without rebuilding a pack from scratch.