Private Investments

We understand that not every deal is strictly by the book. Often, there’s a record of your investments, be it a formalized agreement from a handshake deal or an official venture capital document. This is the place to keep those records safe. For investments made through platforms like Angel.co’s Syndicates, you can simply list the platform as the centralized location that managed the transaction. Keep everything organized and accessible!

Key fields we store are:

  • Nickname for asset
  • Approximate value
  • Institution / Platform that led investment (optional)
  • Individual facilitating investment (optional)
  • Description of the asset
  • Importance of asset if any
  • Uploaded executed documents
  • Link to specific users (optional)

Peace of mind for under $40 a year.

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