Questions about TheAngel

Active angel investors with 5 to 50 private positions to track. Syndicate leads, family office principals and new fund managers use it too.

No. TheAngel is portfolio software. We do not arrange, advise on or hold investments, and we do not offer deals.

Free for up to 10 positions. Pro, with no position limit, costs $29 a month or $290 a year. Founding members who join before 31 January 2027 get Pro free until 31 March 2027, then $190 a year.

SAFEs, convertible notes and equity, with the rounds you joined, what you paid, your ownership after later rounds, marks and any cash returned.

Most portfolios can be added in an afternoon. Start with the positions you know best; you can add the rest later.

Yes. Upload a CSV of up to 500 rows. TheAngel adds the rows it can read, skips duplicates and shows the result for each row.

DPI, TVPI and XIRR, with cash and paper value kept separate. Every formula is on the Methodology page.

You set each mark and its confidence. The last round is evidence, not automatic fair value. A value backed by a financing round shows how old that round is; your own figure is labelled an internal estimate.

It tracks SEIS and EIS dates, including the three-year date and relief at the scheme rate. It does not calculate gains or losses or give tax advice. Export your data for your accountant.

You send a request in one click. The founder answers a short, standard form, with no account needed. The answer appears on that company’s page.

No. A founder sees only the request you sent them, with your name.

Yes. Download your portfolio as a spreadsheet (CSV), or a printable summary, at any time. Delete your portfolio and every file you uploaded, from Settings.

Only you, and a small number of TheAngel staff when they give support. See the Security page for details.