Portfolio software for angel investors
Continuous visibility into ownership, performance and company health, so the practices linked to stronger outcomes are easier to see, prioritise and learn from.
Track every position after dilution. See cash and paper separately. Know what needs attention this week.
Free for up to 10 positions · Export your data any time
Illustrative sample data
The problem
Most angel returns come from a handful of positions. In Tech Coast Angels’ first 159 investment outcomes, three companies generated 74% of the portfolio’s return. Yet ownership drifts after every round, marks go stale, and company signals arrive irregularly. Incomplete visibility makes the positions that matter hardest to see clearly, and harder to support or follow on with confidence.
Source: Angel Capital Association, ACA Data Insights, December 2019.
Every round, conversion and option-pool top-up moves your stake. Most records still show the cheque, not the share.
Valuations come from different rounds, dates and methods, so the portfolio total mixes fresh numbers with stale ones.
Updates come when founders find time. By the time a runway concern reaches you, the window to help has often closed.
Data and capture
Add what you hold, keep it current, and let the public record fill the gaps.
Companies / Souk DirectIllustrative sample data
Analysis and insights
Numbers you can trust, and a short list of what to do with them.
PerformanceIllustrative sample data
Instrument, amount, cap or price, and date.
Start at cost or the last round, with a confidence level.
Work through your action queue each week.
DPI shows money returned. TVPI includes marks. We never blend them.
Read our methodologyThe last round is evidence, not automatic fair value. Each mark records its date and your confidence in it.
Download your portfolio as a spreadsheet, or a printable summary, at any time.
How we protect your dataNo account needed.
Most used
See what a SAFE converts into at the cap.
Active angel investors with 5 to 50 private positions, and the family office principals, syndicate leads and emerging fund managers who need one register for what they hold.
No. TheAngel is portfolio software. We do not arrange, advise on or hold investments. You record the positions you already own, and we help you track them.
You set each mark, starting at cost or the last round, with a date and a confidence level. DPI counts cash returned only; TVPI adds your marks. The methodology page shows every formula.
No. Your register is private to you. When you request an update, the founder sees the request and the questions, nothing about your holdings. Nothing is shared unless you choose to share it.
Yes. Download your portfolio as a spreadsheet (CSV), or a printable summary you can save as a PDF, at any time. This is on every plan, including Free.
Add your portfolio, set your marks and see what needs attention this week.
