The Complete Investment Management Platform for Professional Investors
InveLedger brings portfolio information, company intelligence, investor profiles, investment histories and market signals into one unified platform. Built for private equity, venture capital, family offices and institutional investment teams who need clarity across their entire investment universe.
Everything You Need to Understand Your Investments
InveLedger consolidates fragmented investment information into structured intelligence, helping professional investors monitor portfolios, research companies and track market activity from a single workspace.
Portfolio Monitoring
Review portfolio exposure, track holdings and monitor investment positions with dashboard-style overviews designed for professional investment teams.
Company Intelligence
Access structured company profiles covering technology, market positioning, funding history and key business information across private markets.
Investor Profiles
Research venture capital firms, private equity investors, family offices and institutional investors with structured profiles and portfolio relationships.
Investment Histories
Track funding rounds, valuations, investor participation and historical financing activity to understand how companies and markets have evolved.
Market Signals
Monitor investment announcements, emerging trends and market activity signals that may indicate shifts in capital allocation and investor sentiment.
Document Organization
Organize investment documents, research notes and reference materials alongside the companies and transactions they relate to.
Strategic Insights
View analytics designed to surface relationships between companies, investors and sectors, supporting more informed investment research and decision-making.
Opportunity Discovery
Explore companies, investors and market segments to identify potential opportunities and understand competitive landscapes across private markets.
Team Access
Designed for investment teams, InveLedger supports collaborative research and shared visibility across portfolio, company and investor information.
Built for Professional Investment Teams
InveLedger is designed for organizations that require structured investment intelligence and portfolio oversight across private markets.
Private Equity
Monitor portfolio companies, track investment performance and research market activity.
Venture Capital
Track funding rounds, research startups and monitor competitive landscapes across sectors.
Family Offices
Consolidate investment information and gain clarity across diversified private-market holdings.
Institutional Investors
Support research workflows and monitor relationships across investment portfolios and managers.
From Fragmented Data to Investment Clarity
InveLedger is designed to reduce the friction of investment research by bringing related information together in a structured environment.
Consolidate
Bring portfolio information, company data, investor profiles and investment histories into a unified workspace.
Research
Explore companies, investors and market signals to build a deeper understanding of your investment universe.
Monitor
Track market activity, portfolio exposure and relationship networks to stay informed as conditions evolve.
Access InveLedger
Choose the plan that fits your investment team. All plans are cloud-based and accessible through your web browser.
Essential
- Portfolio monitoring
- Company intelligence profiles
- Investor profiles
- Investment history tracking
- Market activity signals
- Cloud-based access
Professional
- Everything in Essential
- Extended team access
- Advanced analytics views
- Document organization tools
- Relationship insights
- Priority support
Enterprise
- Everything in Professional
- Custom user permissions
- Dedicated onboarding
- Custom data views
- Enterprise support
- Volume pricing
Understanding InveLedger
InveLedger is a complete investment management platform designed for professional investors, including private equity firms, venture capital funds, family offices and institutional teams. It consolidates portfolio information, company profiles, investor data, investment histories and market signals into a single intelligence platform.
InveLedger is built for professional investors and investment teams, including private equity and venture capital firms, family offices, institutional investors and limited partners who require structured investment intelligence and portfolio oversight.
InveLedger offers portfolio monitoring, company and investor profiles, investment history tracking, market activity signals, document organization, strategic insights and analytics designed to surface relationships and trends across private markets.
InveLedger offers an Essential plan at $2,799 per six months and a Professional plan at $4,999 per six months. Enterprise pricing is available upon request.
InveLedger is a cloud-based platform accessed through a web browser. API access is not currently offered, but the platform is designed to consolidate investment information from multiple sources into a unified workspace.
Bring Your Investment Universe Into Focus
Join professional investors who use InveLedger to consolidate portfolio information, research companies and monitor market signals across private markets.
Request Platform Access