The Investor Portfolio Platform Built for Private Markets
Track holdings, monitor valuations, analyze performance and manage your entire investment universe from a single secure workspace. InveLedger provides the clarity required by private equity, venture capital and family offices.
Total Visibility Across Your Investments
InveLedger eliminates the friction of spreadsheets and fragmented documents by bringing your portfolio companies, valuations and investment histories into a structured, searchable environment.
Holdings Monitoring
Track active and exited investments across your entire portfolio. View positions, ownership percentages and capital deployed in a clean dashboard.
Valuation Tracking
Monitor valuation changes over time. Record new funding rounds, mark-to-market updates and total portfolio value as your companies grow.
Investment Histories
Keep a permanent record of funding rounds, investor participation and capital deployment for every company in your portfolio.
Company Profiles
Access detailed profiles for your portfolio companies, including technology, market positioning, management teams and key financial metrics.
Document Management
Store and organize pitch decks, financial reports, board notes and legal documents directly alongside the relevant company and transaction.
Team Collaboration
Share portfolio visibility across your investment team. Ensure partners, analysts and principals have access to the latest investment intelligence.
Portfolio Management for Every Investor Type
Whether you manage a concentrated venture portfolio or a diversified private equity fund, InveLedger adapts to your investment workflow.
Venture Capital
Track seed to Series C rounds, monitor cap tables and follow the growth trajectories of your startup investments.
Private Equity
Oversee buyout and growth equity portfolios. Monitor operational metrics, valuation changes and exit trajectories.
Family Offices
Consolidate alternative investments, direct deals and fund commitments into a single, unified dashboard.
Angel Investors
Manage your personal portfolio of early-stage investments, track follow-on rounds and organize deal flow.
Designed for the Modern Investment Workflow
InveLedger is built to simplify the way you track, analyze and report on your private market investments.
Connect Your Portfolio
Add your existing holdings, upload historical investment data and establish a baseline for your portfolio companies and funds.
Track and Update
Record new funding rounds, update valuations and store important company documents as your investments progress and mature.
Analyze and Report
Review portfolio performance, analyze exposure by sector or stage, and generate insights to share with your investment team.
Understanding the Portfolio Platform
An investor portfolio platform is software designed to help professional investors track, monitor and analyze their holdings across multiple asset classes, companies and funds. InveLedger provides these capabilities in a unified cloud-based workspace.
Yes. InveLedger is specifically built for private-market investments. It allows teams to monitor portfolio companies, track funding rounds, record valuations and maintain investment histories for venture capital and private equity holdings.
Yes. InveLedger supports team access, allowing investment teams, analysts and partners to collaborate, share research, and view portfolio data within a secure, unified environment.
Yes. The platform allows you to track valuation changes, monitor new funding rounds, and record investor participation, helping you understand the financial trajectory of your portfolio companies.
InveLedger is a secure cloud-based platform. Access is managed through user authentication, ensuring that sensitive portfolio information and investment data remain protected and visible only to authorized team members.
Take Control of Your Investment Portfolio
Join professional investors who use InveLedger to monitor valuations, track companies and manage their private market holdings in one place.
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