A practical checklist for organising an angel portfolio — records, documents, SEIS/EIS, valuations and accountant readiness.
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.
Use this checklist to audit your angel book (whether you use Investech or not):
1. Company list with legal names and websites 2. Investment dates, amounts, instruments (equity, CLN, SAFE) 3. Share certificates / subscription docs stored and labelled 4. SEIS/EIS scheme flags and certificates (UK) 5. Latest known valuation or mark basis 6. Founder update archive 7. Realisations and partial exits recorded 8. Accountant pack: holdings + tax docs + questions
Investech is built so this checklist becomes the product workflow rather than a separate spreadsheet.
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.
Related questions
- What records should angel investors keep?
- Keep company identity, capital history, legal documents, SEIS/EIS certificates where relevant, valuations and updates. Investech structures these as angel investor portfolio management software.