# Rebecca Rothstein’s Private Investment Portfolio

> Private investor Rebecca Rothstein tracks her startups and fund interests in Raziel on the web and on her phone, with real estate and crypto in private beta.

URL: https://raziel.co/customers/rebecca-rothstein

Rebecca Rothstein

# A personal portfolio across every asset she owns

Private investor Rebecca Rothstein manages her personal portfolio of private investments in Raziel, with real estate and crypto in beta.

[Get started free](https://app.raziel.co/sign-up) [All customer stories](https://raziel.co/customers)

[Image: Headshot of Rebecca Rothstein]

**Rebecca Rothstein**Private investor

> I have spent my career helping families see their whole financial picture. Raziel finally does that for my own private investments.

[Image: Headshot of Rebecca Rothstein] **Rebecca Rothstein** private investor

## At a glance

**Type**

Private investor

**Segment**

Investor

**Person**

Rebecca RothsteinPrivate investor

Features used

- [Portfolio dashboard](https://raziel.co/platform/portfolio-dashboard)
- [News & alerts](https://raziel.co/platform/news-and-alerts)
- [Valuations & returns](https://raziel.co/platform/valuations-and-returns)
- [iOS and Android apps](https://raziel.co/platform/mobile-app)

## The challenge

A personal portfolio that spans startups, private funds, real estate and crypto rarely fits in one place. Rebecca wanted a single view she could trust, without building it herself.

## How they use Raziel

- ### Private investments in one dashboard
  Startup positions and fund interests sit together with current values and returns.
  [Learn more: Private investments in one dashboard](https://raziel.co/platform/portfolio-dashboard)
- ### News on what she owns
  Rounds and headlines on her companies arrive tied to the position they affect.
  [Learn more: News on what she owns](https://raziel.co/platform/news-and-alerts)
- ### Real estate and crypto Beta
  Rebecca is an early user of Raziel’s real estate and crypto tracking, now in private beta and coming soon to everyone.
  [Learn more: Real estate and crypto](https://raziel.co/products/real-estate)
- ### On her phone
  The whole portfolio is in the Raziel app on iOS and Android.
  [Learn more: On her phone](https://raziel.co/platform/mobile-app)

## The result

Rebecca reviews her private investments in one place, on the web or her phone.

Rebecca Rothstein is a member of the family of Raziel’s founder. She is featured as a private investor and is not speaking for any firm.

Inside Raziel

## The tools behind *the story*

The Raziel features Rebecca Rothstein relies on, shown here with sample data.

Customer stories

## More customer *stories*

[All customer stories](https://raziel.co/customers)

- King Tide  Venture studio
  ### King Tide
  > “We build companies, back founders and invest in funds. Raziel is the first place all three live together, so every partner sees the same numbers on the same day.”
  [Image: Headshot of James Richardson] **James Richardson**COO, King Tide
  [Read the story](https://raziel.co/customers/king-tide)
- [Image: Smacktok]  Venture-backed startup
  ### Smacktok
  > “During a raise you are juggling hundreds of conversations, a cap table that keeps changing and investors who want updates. Having the pipeline, the updates, the metrics and the cap table in one place is what keeps the round moving.”
  [Image: Headshot of Jordan Rothstein] **Jordan Rothstein**CEO and Founder, Smacktok
  [Read the story](https://raziel.co/customers/smacktok)
- [Image: Oro Cap]  Real estate fund manager
  ### Oro Cap
  > “Raziel is the first platform that actually understands how we think about alternative assets. Our fund and my startup investments finally live in the same place, and reporting to our LPs looks far more professional.”
  [Image: Headshot of Brad Mindlin] **Brad Mindlin**CEO, Oro Cap
  [Read the story](https://raziel.co/customers/oro-cap)

Get started

## Run your portfolio the way they do

Bring every startup, SPV, fund and entity into one workspace, or run your raise and investor updates from one place.

[Get started free](https://app.raziel.co/sign-up) [Talk to sales](https://raziel.co/contact)

- [Download on theApp Store](https://apps.apple.com/us/app/raziel-portfolio-management/id6761929486)
- [Get it onGoogle Play](https://play.google.com/store/apps/details?id=com.raziel.android)