Know Exactly What You Own — and What You'll Get When It Exits
Track cap tables, model exits, and run due diligence across your entire portfolio. One dashboard. Always current. Free forever for investors.
Free forever • Works with Carta exports • Companies get free cap table management too
Sound familiar?
Every investor has lived at least one of these.
The quarterly update problem
A portfolio company closes their Series B. You hear about it two weeks later in a forwarded email. By the time you update your model, someone has already asked you about the dilution impact.
The spreadsheet version problem
You ask for the current cap table. You get an Excel file named final_FINAL_v3_USE_THIS_ONE.xlsx. The numbers don't match the term sheet. The share count doesn't add up. This is the third version you've received this month and you still don't know which is right.
The due diligence deadline problem
A follow-on term sheet closes Friday. The cap table that arrives Thursday night has option pool math that doesn't tie out to the last round. The format is inconsistent, the data is stale, and you're modeling blindfolded.
Three steps to portfolio visibility
From signup to full portfolio coverage in under an hour.
Add Your Portfolio
Import from Carta, paste in a CSV, or enter details manually. Each company gets its own cap table. Your ownership position is calculated automatically.
Invite Your Founders
Send your portfolio founders an invitation. They get a free account and maintain the cap table themselves. You get read access. No more chasing stale spreadsheets.
Track Everything in One Place
Run exit scenarios across your portfolio, see how new rounds affect your ownership, and spot cap table issues before they become surprises.
Built for how investors actually work
Real features. Nothing on this list is vaporware.
Portfolio Dashboard
All your portfolio companies in one view. Ownership percentages, share counts, and key cap table stats without opening a single file.
Dilution Tracking
See exactly how each new financing round changes your ownership. Pro-rata calculations included. No spreadsheet required.
Exit Modeling
Model acquisition and liquidation scenarios across any company in your portfolio. See your return before the term sheet lands.
Cap Table Verification
Spot discrepancies between what founders say and what the cap table actually shows. Catch errors before they become deal problems.
AI-Powered Insights
Ask questions about any cap table in plain English. Get instant answers on ownership, dilution, and exit scenarios without digging through data.
Carta Import
Already on Carta? Export and import in minutes. Bring your existing cap table data in without re-entering anything by hand.
Stakeholder Sharing
Share specific cap table views with co-investors or advisors. Granular permissions let you control exactly what each person sees.
Round History
Every financing round, convertible note, and SAFE on a single timeline. See the full history of how each company's cap table evolved.
Stop Chasing Cap Tables. Start Tracking Your Portfolio.
Free forever for investors. Your portfolio companies get free cap table management too. No contracts, no credit card, no catch.
Takes 2 minutes to add your first company