Comprehensive reporting on all of your alts in one place.
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One portal for accessing all of your documents.
Unlimited reporting, and comprehensive metrics to aid in investment decisions.
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I'd love to see a Personal Capital competitor that incorporates crypto, Seed Invest, Fundrise, AcreTrader, NFTs, etc...I have to visit half a dozen places to get a rough idea of how well things are going.
I make a lot of investments in real estate, VC funds, startups etc etc. This year I think that I'll have around 100 K1s for example. It's quite a lot of work to manage all of these, ensure you receive all of those that you're supposed to, make sure that the fund manager has your correct contact details on file etc etc. This is something that I and other's are managing using Airtable and things like that, which isn't ideal.
Great idea [consolidating K1s]- this would even work for GP’s who have to coordinate with CPA’s to distribute K1’s to LP’s. It’s a manual back office process to coordinate with lots of investors
What software do angel investors (and early stage VCs) use to track deals? By far the most common is spreadsheets: Excel, Sheets, Airtable. If someone’s spending a good chunk of their time keeping them up to date, this can work pretty decently. If not, there’s a pretty good chance they’re out of date and folks are just relying on memory instead.