Free
$0forever
You work at a startup, or you've written a few checks.
- Up to five positions
- Marks, MOIC and IRR
- QSBS clock
- Limited document storage
- CSV export
Same holdings. Higher returns.
Signed tracks your startup equity. Know when to follow on, hold, or sell.
the pitchA founder discovered you through Signed
the diligenceSigned's AI diligence extracted the metrics and round terms
the next roundSigned reminded you of your pro rata; you kept your stake
the secondarySigned's QSBS analysis showed the tax savings; you took the secondary
with
without Signed: check sent, fingers crossed
with Signed
without Signed: check sent, fingers crossed
the pitchA founder discovered you through Signed
the diligenceSigned's AI diligence extracted the metrics and round terms
the next roundSigned reminded you of your pro rata; you kept your stake
the secondarySigned's QSBS analysis showed the tax savings; you took the secondary
Inside Signed
You work at a startup
Acme, Inc.
12,500 shares
$184,400
QSBS clock2y 4m of 5y
Cost basis$25,000
Your equity, its value and your QSBS clock in one place. Five positions, free.
You write angel checks
Fwd: LGTM Labs, Q2 updatemarked 4.2x
Fwd: Kettle, SAFE at $8M capposition added
Naptime Labs, seed decksummarized
Fwd: Terrible Idea Co., wind-downwritten off
LGTM Labs, seed roundterms extracted
Forward updates and decks. Your positions stay current, with the numbers and questions ready to review.
You run a fund
EntityTVPIDPI
Fund I2.4x0.6x
SPV, Kettle1.0x—
Family trust1.6x0.2x
Personal3.1x1.4x
Funds, SPVs, LLCs and trusts in one login, each with its own records, tax year and returns.
Signed reads investor updates so you don't have to.
Forward when you get them. Round announcements and SAFEs too. Your valuations, returns and totals update themselves.
Portfolio value
$1,058,578
Invested
$425,000
IRR
+31.2%
MOIC
2.49x
Best position
4.2x
LGTM Labs
4.2x
+49.1%
$75K → $318K
We'll Pivot Later, Inc.
3.8x
+41.2%
$25K → $96K
Actual Cold Fusion, Inc.
0.0x
−100%
$50K → $0
Terrible Idea Co.
0.0x
−100%
$40K → $0
Kettle
1.1x
+3.2%
$25K → $28K
2 of 5 example positions
Breakthrough update parsed — somehow, Actual Cold Fusion, Inc. actually discovered cold fusion.
What tax season sounds like with Signed.
Signed files the basis, the holding periods, the QSBS tiers and every K-1 as they land. In January your accountant gets one packet per tax entity you use, and nothing left to ask you for.
Your accountant · 2 Mar
Re: 2026 — still waiting
Circling back on this one.
I still need cost basis for the four you bought in 2021 — bank statements are fine if you can't find the paperwork. Did the SAFE ever convert, and at what cap? Are any of these QSBS-eligible? If so I'll need acquisition dates and the company's gross assets at issuance for each one.
Thirteen K-1s are still outstanding. Can you also confirm which of these sit in the LLC and which are personal? The trust ones came through mixed in with everything else last year. (Are you kidding me?)
Extension deadline is six weeks out.
Your accountant · 16 Jan
Re: 2026
Got the packet from Signed — nothing to chase this year. Draft on Friday.
QSBS report
Basis and acquisition dates
Conversions
K-1s ×13
A packet per entity ×4
Realized gains, long and short
Get to know your next investment.
Start with the deck. Signed brings the business, the team, and the financials into focus, so you can dig into the details and decide if it’s right for you.
Pitches Probably Works, Inc.Diligence
Quick highlights
- AI code review for engineering teams.
- 40 paying teams. Revenue grew 22% last quarter.
- Two founders with backgrounds at WorkOS, Daytona, and Atuin.
Data room
Drop a pitch deck here
Signed takes it from here.seed-pitch-deck.pdfPDF document · 14 slides
Probably Works, Inc.Diligence
Round
Raised so farRound size
$800K
$2M
- Valuation post
- $12M
- Revenue ARR
- $480K
- Previously raised
- $250K
- Discount
- 20%
Ask your whole portfolio. Connect it to AI with MCP.
Bring your Signed portfolio into Claude, Claude Code, Cursor, or any MCP client. Ask about performance, transactions, updates, rights, QSBS, relationships and pitches without gathering the context yourself. Learn more at mcp.signed.com
Which of my 2021 SAFEs still haven’t converted?
Start with five. Grow from there.
Track five positions free forever. Upgrade when your portfolio needs the inbox, the pipeline or the tax year handled for you.
Angel
$29/ month
You write angel checks. Your inbox does the bookkeeping.
- Unlimited positions
- Investor updates read from email
- Decks triaged and analyzed
- Full document storage
Investor
$149/ month
You're a serious angel, or you run a fund, trust or LLC. The tax year is handled.
- Everything in Angel
- The packet for your accountant
- Entities kept separate, one login
- Pro rata tracking
No card for Free. Paid plans start with a 7-day free trial, and a year up front is two months free. QSBS clocks and MCP on every plan.
Compare every feature →
An angel portfolio tracker. Not a spreadsheet.
We track every company you invest in (and every company you don't), save every update, and crunch the financials at exit. Signed is the investing partner you don't have to give carry to.
Signed is an angel portfolio tracker. You record each startup investment once, whether it's priced equity, a SAFE, a fund commitment or an SPV, and Signed keeps the position current from there: the latest mark, your ownership after each round, unrealized and realized value, and the return on the position and on the portfolio as a whole.
Most angel investors track their portfolio in a spreadsheet, and it works until it doesn't. One row per company can't hold a SAFE that converted at a discount, the pro rata you took in the Series A, the secondary you sold in the B, or the K-1 that arrived in March. Signed is a portfolio tracker built for exactly that. Every one of those events is a transaction, the history is kept, and the spreadsheet math is done for you.
Performance is reported the way funds report it: IRR, MOIC, TVPI and DPI, for each position and across the portfolio, by year, and per entity if you invest through an LLC, a trust or a fund. Each valuation carries its date and its source, so you can always tell a priced round from your own estimate.
Investor updates do the bookkeeping. Forward a founder's quarterly update, a round announcement or a signed SAFE, and Signed reads it, records the new terms or valuation, and files the document with the company. Your positions stay current without a quarterly afternoon of data entry, and every update is searchable later.
The deals you passed on are tracked, too. Every pitch lands in your pitch pipeline, whether a founder sent it through your profile in the angel investor directory, forwarded it to you, or handed you a deck at dinner. Signed reads the deck, pulls out the round and the numbers, and moves the deal from triage through diligence to a yes or a pass, with your notes kept on the company either way. When the one you passed on raises again, you'll know what you thought the first time.
Tax season is part of the product. Signed tracks cost basis, holding periods and the QSBS clock on every eligible position under both the pre- and post-July 2025 Section 1202 rules, estimates the tax on a sale, and produces a packet per tax entity for your accountant. If you only need the math, the QSBS calculator is free and needs no account.
It isn't only for angels. Startup employees track their own shares, options and QSBS clock the same way, and small funds get the same tracking with each entity kept separate. Five positions are free, forever. When you want to go deeper, the Learn center covers angel investing from the first check to the exit, and the glossary defines the terms.
Questions people ask first
What is an angel portfolio tracker?
Software that records each startup investment you've made and reports what it's worth now, how much of the company you own, and what your return is. Most angel investors start with a spreadsheet. A tracker takes over once SAFEs convert, rounds dilute you, and follow-ons stack up.
How is Signed different from a spreadsheet?
Every event is a transaction rather than a cell edit: the first check, the conversion, the pro rata, the sale, the distribution. The history is kept, the returns are computed from it, and a forwarded email can update a position without you opening anything.
What kinds of investments does it track?
Priced equity, SAFEs and their conversions, secondaries, sales and write-offs, fund positions and their distributions, and SPVs. Startup employees track their own shares and options the same way. Positions can be held personally or through an LLC, trust, or fund.
Which performance metrics does it report?
IRR, MOIC, TVPI, and DPI, with unrealized and realized value, for each position, for each entity, by year, and across the whole portfolio. Every valuation carries its date and where it came from, so a priced round and your own estimate are never confused.
Does it handle QSBS and taxes?
Yes. Signed tracks cost basis, holding periods, and the Section 1202 clock on every eligible position, under both the pre- and post-July 2025 rules, and estimates the tax on a sale. The Investor plan produces a packet per tax entity for your accountant.
Can I import from AngelList or a spreadsheet?
Yes. Export your AngelList portfolio and upload it, or upload any CSV. Signed reads the columns, maps them to positions and transactions, and lets you check the result before anything is saved.
Is there a free plan?
Five positions are free forever, with marks, MOIC, IRR, and the QSBS clock, and no card is needed. Paid plans add unlimited positions, the update inbox, deck triage, separate entities, and the tax packet.
Can I use Signed with Claude or another AI assistant?
Yes. Signed has an MCP server at mcp.signed.com. Connect Claude, Cursor, or any MCP client and ask about your performance, transactions, updates, QSBS dates, and pitches in plain language.
Right now Signed is tracking $125M+ in startup equity.
we wrote on our blog: Tracking your startup's runway Before that, New logo MCP: File uploads MCP: adding and updating deals Reporting: your pitch pipeline