Portfolio tracking for angel investors – Signed

3 min read Original article ↗

Spreadsheets are dead. It's time to feel good about Your SAFEs have never looked better.

Features

Six tools.
One portfolio.

01

Performance tracking

Real-time portfolio valuation, IRR, and benchmarks — updated automatically so you always know where you stand.

Portfolio overview +24.3% all time

AI-powered analysis that surfaces key metrics for companies. It uses an LLM, so you know it's powerful stuff.

W

We'll Pivot Later, Inc.

AI diligence report

TL;DR Strong technical team, early traction

Founding team has 2 prior exits in developer tools space

$42K MRR, growing 28% month-over-month

Competitive market — 3 well-funded incumbents

Burn rate gives ~8 months runway at current spend

03

Parse investor updates

Forward investor updates and we'll parse out revenue, metrics, and key changes — so you can hold founders accountable over time.

Key changes: launched enterprise tier, new VP of Engineering starting Q2, opened Series A conversations

A polished intake flow for founders to submit pitches directly to you. Review, organize, and respond from one place.

Incoming pitches

D

Stealth, Inc.

Fintech · Pre-seed

Review

N

Naptime Labs

Mobility · Seed

Meeting

M

My Mom Says It's Cool, LLC

Developer tools · Pre-seed

New

Tax-ready reports, cost basis tracking, and year-end summaries in minutes. No more spreadsheet nightmares.

2025 tax summary Generated Jan 15, 2026

Total invested $412,500.00

Distributions received $87,230.44

Realized gains (long-term) $64,891.12

Realized losses -$25,000.00

Net taxable gain $39,891.12

06

Your investor network

Build your investor network and find the right people to bring into every deal. Search by sector, stage, and check size to know exactly who to intro.

Send an intro for We'll Pivot Later, Inc. to:

Investor Check size Focus Overlap

$250-500K

Dev tools Enterprise

$200-400K

Robotics Deep tech

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

Sign up free

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

Start free trial

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
  • Year-end reporting Launching soon
  • K-1 tracking Launching soon
  • Audit dashboard Launching soon

Start free trial

Simple pricing that scales with your portfolio. Start free, upgrade anytime.

Our approach

Built by investors who got tired of spreadsheets.

Automate everything

Why do things when you could... not? Forward investor updates, intelligently parse AngelList portfolios, generate diligence on prospective investments... there's so many things that we can automate away so you can focus on helping your founders.

For investors... and employees!

Work at a startup that gives out options? You're an investor, too. Use Signed to track your equity over time, even if you're not an active angel investor. That's all free.

Holy hell VC software is terrible

Have you seen some of the software GPs at huge funds have to use? Truly criminal. We can do way better than what any of those $1B AUM funds have.