Company Intelligence Hub
Unified intel on every company
Performance, ownership, valuations, documents, and notes - everything organized for faster review.
Investment Performance
Understand how the investment is doing today.
MOIC, IRR, cost, fair value, and ownership shown together to reflect current performance
Holdings
Track every investment and position.
See all your holdings by security type - cost basis, shares, FMV, and realized proceeds for each fund.
Valuation & Ownership History
Follow the company's funding journey.
Valuations, funding rounds, and cap table changes tracked across raises, dilutions, and exits.
Documents & Notes
Keep context close to
the company.
Board decks, reports, internal notes, and deal docs organized by company for easy reference.