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For Angel Investors, VCs & Family Offices

Stop Chasing Founders for Updates.

Your entire portfolio in one dashboard. Receive live founder updates, track financials, and benchmark your investments, automatically.

Free for your first 5 companies. No credit card required.

Every founder you invite gets a free 7-day trial.

Track Your Portfolio Free See Investor Plans
5

companies tracked free

7 days

free trial for founders

Live

financial data when connected

$0

to get started

Portfolio Tracking Shouldn't Be This Hard

If this sounds familiar, you're in the right place.

Scattered Updates

Founder updates arrive via email, WhatsApp, Notion, and PDFs. Some never arrive at all.

No Real Visibility

You ask for financials and get a spreadsheet from 3 months ago. Real-time is a dream.

Manual Tracking

Your "portfolio tracker" is a spreadsheet you update quarterly, if you remember.

Everything You Need in One Dashboard

Designed specifically for investors who want clarity without the busywork.

Portfolio Overview

See all your investments at a glance: amounts, valuations, MOIC, and status.

Update Inbox

Receive structured founder updates automatically. No more chasing emails.

Invite Founders

One click to invite founders. They get a free trial; you get live data.

Financial Views

Read-only access to P&L, cash position, runway, and key metrics.

Portfolio Analytics

Sector exposure, stage concentration, and vintage distribution.

Cross-Portfolio Benchmarks

Compare your portfolio companies against each other and industry peers.

Up and Running in 2 Minutes

1

Sign Up Free

Create your account and tell us about your investment profile.

2

Invite Founders

Add portfolio companies and invite founders to connect. They get a free trial.

3

Get Live Data

When founders connect their accounting, you see real-time financials automatically.

The Network Effect

Every founder you invite gets Advisorli's full startup toolkit for 7 days free. When they connect their accounting data, their financials flow to your dashboard automatically. The more founders who join, the richer your portfolio view becomes.

Start Inviting Founders

Bank-Grade Security

AES-256 encryption, SOC 2 compliant infrastructure, and strict access controls. Founders control exactly what data you see. Read-only by default.

Ready to See Your Portfolio Clearly?

Track up to 5 companies free. Upgrade when you need more.

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Investor FAQ

Is Advisorli free for investors?

How do founders connect to my portfolio?

Can I see live financial data from my portfolio companies?

What if a founder doesn't use Advisorli?

Is my portfolio data visible to other investors?