Portfolio Management for Modern Investors
Track your investments with precision. Analyze exit scenarios across your entire portfolio. Make data-driven decisions with professional-grade cap table and waterfall analysis tools trusted by leading VCs and angel investors.
Trusted by investment professionals at:
Stop Wrestling with Outdated Portfolio Tracking
As an investor, you need real-time visibility into your portfolio's performance, accurate valuations, and scenario planning capabilities. But most tools force you to work with:
Fragmented Data Sources
Information scattered across emails, PDFs, and outdated spreadsheets
Manual Valuation Tracking
Hours spent updating portfolio values and calculating ownership percentages
Limited Exit Visibility
No clear view of how different exit scenarios impact your returns
Delayed Decision Making
Waiting weeks for portfolio companies to provide updated cap table data
Professional Portfolio Management Built for Investors
Model My Exit gives you the comprehensive portfolio visibility and analysis tools you need, with real-time updates and scenario modeling that helps you make better investment decisions.
Real-Time Portfolio Dashboard
Track all your investments in one place with live updates and automated valuations
Advanced Exit Modeling
Model multiple exit scenarios and see exactly how each affects your returns
Ownership Tracking
Automatically calculate dilution and ownership changes across financing rounds
Professional Reporting
Generate LP reports and investment summaries with one click
Everything You Need for Professional Portfolio Management
Comprehensive tools designed specifically for the investment workflow
Portfolio Overview
Unified view of all your investments with key metrics, performance tracking, and alerts for important company milestones and financing events.
Scenario Analysis
Model different exit scenarios (IPO, acquisition, liquidation) to understand potential returns and make informed follow-on investment decisions.
Dilution Tracking
Automatically track how new financing rounds affect your ownership percentage and understand the impact of different investment terms.
Valuation Management
Track pre and post-money valuations, mark-to-market adjustments, and see how valuations impact your overall portfolio performance.
Performance Analytics
IRR calculations, multiple tracking, and performance comparisons across your portfolio with industry benchmarks and peer analysis.
LP Reporting
Generate professional reports for your limited partners with portfolio summaries, performance metrics, and detailed investment analyses.
Built for Every Type of Investor
Whether you're an angel, VC partner, or family office, we have you covered
Venture Capital Firms
Manage hundreds of portfolio companies with automated tracking, comprehensive reporting, and advanced scenario modeling for fund performance.
- Fund-level portfolio tracking
- LP reporting automation
- Multi-fund management
- Team collaboration tools
Angel Investors
Track your personal investments with simple portfolio management, exit scenario planning, and easy-to-understand performance metrics.
- Personal portfolio dashboard
- Investment tracking
- Tax reporting support
- Mobile accessibility
Family Offices
Comprehensive wealth management with private equity tracking, multi-generational planning, and sophisticated reporting capabilities.
- Multi-asset class support
- Generational planning
- Risk management tools
- Custom reporting
"Model My Exit transformed how we manage our $200M fund. What used to take our team days of manual work now happens automatically. We can model exit scenarios in real-time during partner meetings and provide our LPs with professional-grade reporting."
Your Investment Workflow, Streamlined
From due diligence to exit, we support your entire investment lifecycle
Due Diligence
Analyze cap tables, understand ownership structures, and model different investment terms before you invest.
Investment Tracking
Add investments to your portfolio with automatic ownership calculations and valuation tracking.
Performance Monitoring
Track company progress, financing rounds, and how dilution affects your investment value over time.
Exit Planning
Model exit scenarios, understand waterfall distributions, and optimize your returns before exit events.
Why Choose Model My Exit Over Alternatives?
See how we compare to traditional portfolio management tools
| Feature | Model My Exit | Traditional VC Software | Spreadsheets |
|---|---|---|---|
| Real-time Portfolio Updates | Limited | ||
| Exit Scenario Modeling | Basic | Manual | |
| Automated Dilution Tracking | |||
| Professional LP Reporting | Templates | Manual | |
| Setup Time | Minutes | Weeks | Hours |
| Cost per User/Month | $49 | $200+ | Free (but expensive in time) |
Frequently Asked Questions
Common questions from investors and VCs
Ready to Transform Your Portfolio Management?
Join hundreds of investors who've already modernized their investment tracking and analysis workflow.