Manage Your Portfolio
A growing portfolio with more and more startups is often hard to manage. investory.io allows you to get an overview within seconds: What are my investments’ latest KPI developments? How much are my shares valued at? Who is the right person to get in touch with? We help you answer these questions and more.
Data Sorted In One Place
Don’t waste any more time searching for important portfolio documents across scattered communication channels. Our cloud-based software allows you to access the needed files from anywhere – anytime.
Compliant LP-Reporting
We know how hard it is to keep in touch with all portfolio companies. To make things easier we built a place where you can connect with your founders and receive regular updates on the latest business developments. Powered with metrics, documents and comments, this becomes the most powerful tool for improved mentoring.
Intensify Data-Driven Relations
Key metrics indicate how healthy your investments are and how they develop over time. With investory.io you can manage KPIs of all your portfolio companies and prepare target-orentied for your next board meeting.
Basic
- Portfolio Dashboard
- CapTable Management
- Individual Fund Use
- Excel Export
- Custom KPIs
- LP Report
- Fund Branding
- Up to 3 Companies
- 1 Team Member
- Chat Support
- Self Onboarding
Small Portfolio
Portfolio Dashboard
CapTable ManagementIndividual Fund User
Excel Export
Custom KPIs
LP Report
Fund Branding
Up to 10 Companies
Unlimited Team Members
Personal Support
Guided Onboarding
Medium Portfolio
*MOST POPULAR*Portfolio Dashboard
CapTable ManagementIndividual Fund User
Excel Export
Custom KPIs
LP Report
Fund Branding
Up to 15 Companies
Unlimited Team Members
Personal Support
Guided Onboarding
Large Portfolio/ Accelerators
Portfolio Dashboard
CapTable Management
Individual Fund User
Excel Export
Custom KPIs
LP Report
Fund Branding
Unlimited Companies
Unlimited Members
Personal Support & Workshops
Guided Onboarding
What investors say.
"With investory I can follow all my investments in a time-saving way and support them as a strategic and valuable Investor."
"investory.io makes perfect sense for startups with several shareholders. The platform is made for structured, centralized and data-driven communication among them. We highly recommend it to all of our startups and Co-Investors."
"Especially early stage startups need high-quality mentoring and support. Through investory.io we can immediatly dive into the startup's current challenges and advice founders at our best."
"One of the most important to-dos of a CEO is to communicate with shareholders. investory.io is perfect for my investments to do this data-driven and regular."
Affinity Ventures
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