🗂️ 7 free tools · no login
Free Portfolio Management Tools
Collect the same numbers from every founder each month, see who is running low on cash before they tell you, and keep a record of the help you gave and the exits you made.
Portfolio Dashboard, Runway Monitor & Risk Alerts →All portfolio companies on one screen with revenue, burn, runway, alerts and stake value.For Angel investors, syndicate leads and VCsPortfolio MIS Collector & Founder Update Reminder →Send pre-filled monthly MIS requests to founders, track who replied and record the numbers.For Angel investors, syndicate leads and VCsInvestor Update Generator →Monthly investor update with metrics, MoM growth, runway, wins, challenges and asks.For Startup foundersPortfolio Follow-up CRM →Log founder check-ins, next steps and follow-up dates across the portfolio.For Angel investors, syndicate leads and VCsInvestor Intro & Value-Add Tracker →Log intros to customers, hires and investors and track outcomes per portfolio company.For Angel investors, syndicate leads and VCsPortfolio Hiring Tracker →Track key open roles at portfolio companies, candidates referred and hiring status.For Angel investors, syndicate leads and VCsStartup Exit Tracker →Track exit opportunities per holding: buyer, route, expected value, stage and next step.For Angel investors, syndicate leads and VCs
Extend your runway by getting paid faster
- Automatic WhatsApp and SMS payment reminders
- UPI, payment links and AutoPay with live paid status
- Built for subscription, fee and installment businesses across India
More free startup and investor tools
📈 Valuation & Cap Table →Pre and post-money, share price, SAFE and convertible note conversion, cap table, dilution, ESOP pool, vesting and secondary sales.📝 Term Sheet, Legal & Compliance →Term sheet generator and comparator, liquidation preference, anti-dilution, co-founder risk, compliance checklists and governance trackers.💰 Investor Returns →Investor return, MOIC, portfolio IRR (XIRR), exit scenarios, follow-on and pro-rata decisions, and power-law portfolio maths.📊 Startup Metrics & Health →Runway, burn multiple, default alive, CAC/LTV, SaaS, marketplace, fintech, D2C, EdTech and consumer app metrics, benchmarks and revenue quality.🧭 Market Size & Competition →TAM SAM SOM with a sanity check, competitor positioning map, category saturation and a funding tracker for your space.🔍 Screening & Due Diligence →Deal screener and ranking, pitch deck review, thesis match, red flags, DD and data room checklists, founder checks and investment memos.🏦 Fund & Syndicate Management →Fund return simulator, management fee, carry waterfall, NAV, syndicate carry and allocation, commitments, capital calls, LP reports and fund expenses.🤝 Deal Flow & Fundraising →Deal CRM with kanban pipeline, founder fundraising and round closing tracker, auto-tagger, duplicate detector and application form builder.