Every check, every advisorship, every side bet — one list.
SAFE caps, MFN triggers, priced-round conversions, advisor grants, operating equity. All of it, queryable, in one workspace.
Spark plan · No seat limit on yourself · Export any time
Your investment record lives in a spreadsheet that's wrong the moment a round converts.
Fourteen tabs. Three definitions of post-money. One SAFE you forgot to log. At Series A, the conversion math is run by hand — or worse, trusted to a founder's deck.
The angel-investor spreadsheet most of us started in 2019. Still in use. Still wrong.
Every instrument in Portfolio uses the same fields — cap, discount, MFN, valuation trigger, pro rata rights.
When a founder pushes a priced round, your Portfolio row updates. No manual reconciliation.
Three moves. Your portfolio runs itself.
Every SAFE, note, and priced deal — once.
Upload the signed PDF or fill the form. Portfolio captures the terms that matter for conversion, dilution, and exit math. One evening, done.
Every portfolio company's new round updates your row.
If a founder runs their Series A through OwnershipFlow, your SAFE converts automatically and Portfolio shows your new percentage. If not, you log the round and the engine re-runs.
Filter, sort, roll up — without a pivot table.
Active by committed dollars. Diluted positions. Follow-ons earned vs skipped. The questions you used to answer in an evening answer themselves.
You answer LP-grade questions about a hobby-grade portfolio.
After one evening loading the back catalog:
Ownership to the basis point, per company.
Conversion math runs on every instrument with the terms you signed — not estimated.
Reserves decisions with evidence.
You see which checks earn follow-on and which are already underwater. You stop averaging into bad doubles.
Year-end reporting in a morning.
Export the portfolio. Your accountant, your LPs, your partner — one source.
Scenario Simulator at portfolio level.
Which three companies carry the portfolio at $200M exits? The math is one click.