Scattered paperwork
SAFEs, notes and side letters across email and portals.
Portfolio software for angel investors
More insights. Better returns.
Continuous visibility into ownership, performance and company health, so the practices linked to stronger outcomes are easier to see, prioritise and learn from.
Track every position after dilution. See cash and paper separately. Know what needs attention this week.
Free for up to 10 positions · Export your data any time
Illustrative sample data
Angel portfolios run on spreadsheets and memory.
Unknown ownership
Dilution, option pools and conversions you have not modelled.
Stale marks
Everything held at the last round, whatever has happened since.
Silent founders
Problems surface at the next raise, not when they start.
Know what you own, what it is worth and what changed.
Five tools, live today
01 Register
Every position, with the terms that matter.
- SAFE, note or equity, with cap or price, preference and rights.
- Ownership updated with each round you record.
- Pro-rata, MFN and information rights recorded per position.
02 Performance
Cash and paper, never blended.
- DPI, TVPI and XIRR, filtered by vintage.
- Cash returned and paper value reported separately.
- The age of each mark on its company page.
03 Founder updates
One click, one standard format.
- A single request sent to the founder for you.
- Cash, burn, headcount, KPIs, risks and asks, every time.
- Responses land on the company page.
- Founders’ figures change nothing until you accept them.
04 Feed
News before the next round.
- Companies House and SEC EDGAR filings, in one timeline.
- Tagged Positive, Neutral or Negative where the signal is clear. The rest stay Unclassified.
- Lists any company it cannot cover yet.
05 Action queue
What needs you this week.
- Missing updates, stale marks and deadlines in one list.
- Ranked by urgency, so the first item is the one to do.
- The first screen you see when you sign in.
Set up in an afternoon.
- 1
Add your positions
Instrument, amount, cap or price, and date.
- 2
Set your marks
Start at cost or the last round, with a confidence level.
- 3
Act on what changed
Work through your action queue each week.
Numbers you can defend.
Cash and paper, separately
DPI shows money returned. TVPI includes marks. We never blend them.
Read our methodologyA written mark policy
The last round is evidence, not automatic fair value. Each mark records its date and your confidence in it.
Your data stays yours
Download your portfolio as a spreadsheet, or a printable summary, at any time.
How we protect your dataFree tools for angel investors.
No account needed.
Most used
SAFE dilution calculator
See what a SAFE converts into at the cap.
Implied ownership at conversion0.50%
On the roadmap
Not yet available- PipelineScreen deals with a consistent scorecard.
- ReservesPlan follow-ons against today’s evidence.
- ProcessSee which decisions actually worked.
Questions angels ask first.
Read all FAQsActive angel investors with 5 to 50 private positions, and the family office principals, syndicate leads and emerging fund managers who need one register for what they hold.
No. TheAngel is portfolio software. We do not arrange, advise on or hold investments. You record the positions you already own, and we help you track them.
You set each mark, starting at cost or the last round, with a date and a confidence level. DPI counts cash returned only; TVPI adds your marks. The methodology page shows every formula.
No. Your register is private to you. When you request an update, the founder sees the request and the questions, nothing about your holdings. Nothing is shared unless you choose to share it.
Yes. Download your portfolio as a spreadsheet (CSV), or a printable summary you can save as a PDF, at any time. This is on every plan, including Free.
Start with the positions you already hold.
Add your portfolio, set your marks and see what needs attention this week.