Ventures
A dozen angel cheques and a spreadsheet that’s a year out of date. Log each cheque, valuation and payout here, and the multiple and return work themselves out.
Founders who invest on the side, and companies that take stakes in their own clients, usually keep the record in a spreadsheet updated by hand. Each holding collects its cheques, valuation marks and the cash that came back, so today’s value has a dated reason behind it. Multiple, DPI and yearly return are calculated from those records, and the portfolio page totals value, invested and gain across the book. A company you hold is the same record as a client or supplier elsewhere in your workspace.
What it does
- One record per company with sector, stage, ownership and status
- Every investment logged with round, instrument and date
- Valuation history kept, so the current mark has a reason behind it
- Distributions and exit proceeds recorded against the holding
- Multiple, gain and return per year calculated from the records
- Value, invested and gain across the book, live
What's included
Records
- Holding
- Investment
- Valuation
- Distribution
- Update
Workflows
Holding: Watchlist · Committed · Held · Exited · Written off
Roles
- Partner
- Analyst
- Viewer
- Administrator
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How it connects
Every app here installs on its own and works on its own. Adding a companion is what makes both do more.
What it does for you
- Stamp the entry date on first funding
Screenshots
