Investors
Your entire portfolio in one dashboard. Track equity positions, monitor dilution, and model exit scenarios across every company you've invested in.
Portfolio at a Glance
See valuations, ownership, and key metrics across all your portfolio companies in one dashboard.
Track Every Round
Monitor dilution and ownership changes as your portfolio companies raise new funding.
Model Your Returns
Run exit waterfall analysis to see your payout at any valuation, accounting for preferences and seniority.
Built for Investor Clarity
The visibility you need to make informed portfolio decisions.
Portfolio Dashboard
See all your portfolio companies in one view. Track valuations, ownership percentages, and investment summaries without chasing founders for updates.
- Company valuations and ownership at a glance
- Investment history across your portfolio
- Key metrics and round summaries per company
Cap Table Access
Drill into any portfolio company's cap table. See your shares, ownership percentage, and full round-by-round funding history.
- Read-only access to live cap tables
- Ownership breakdown by share class
- Full funding round history
Dilution Tracking
Understand how each new funding round changes your position. Model pro-rata participation to see what it takes to maintain your ownership.
- Before and after ownership comparison per round
- Pro-rata rights and follow-on calculations
- Full dilution accounting including option pools
Exit Waterfall Analysis
Model exit scenarios across a range of valuations. See how liquidation preferences, participation rights, and share class seniority affect your payout.
- Payout modeling at any exit value
- Liquidation preference and seniority calculations
- Visual waterfall charts for easy comparison
Ready to Manage Your Cap Table?
Start modeling your equity structure, track ESOPs, and simulate funding rounds — all in one place.