Pricing
Invest in your investments.
Forgotten write-offs. Missed QSBS exclusions. K-1 chaos. Stop losing money to things you didn't even know you were missing.
Monthly
Annual Save ~20%
Free
For startup employees and casual angels tracking a few positions.
$0
/forever
- ✓Up to 5 investments
- ✓Portfolio metrics & tracking
- ✓Document storage (limited)
- ✓CSV export
Angel
For active angels who want to stay on top of their entire portfolio.
$29
/month
Everything in Free, plus:
- ✓Unlimited investments
- ✓Full document storage
- ✓Email forwarding & investor updates
- ✓Pitch triage
- ✓CRM & contact management
- ✓Deal analysis & insights
Investor
For serious investors managing real money, taxes, and multiple entities.
$149
/month
Everything in Angel, plus:
- ✓Tax-ready reporting (CPA reports, K-1s, exits)
- ✓Multi-entity tracking (LLC, trust)
- ✓Tax-year dashboards
- ✓White-labeled emails
- ●Year-end reporting Launching soon
- ●K-1 tracking Launching soon
- ●Audit dashboard Launching soon
Simple pricing that scales with your portfolio. Start free, upgrade anytime.