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Portrait of Jordan Rothstein

Author

Jordan Rothstein

CEO, Raziel

Jordan Rothstein is the CEO of Raziel, the alternative asset management platform for investors and founders. He writes about tracking startup, SPV, and fund investments and about running an investor-ready company.

Every guide is reviewed against our editorial policy. Content is educational and is not investment advice.

Guides by Jordan

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Comparisons

Best Alternative Investment Apps 2026: Complete Comparison Guide

Oct 27, 2026 6 min read

Raziel investor book card listing a SAFE, an SPV interest, a secondary lot and preferred stock

Comparisons

Cap Table vs Portfolio Tracker: What Angels Need After the Wire

Oct 27, 2026 3 min read

Typographic cover on a near-black background reading Vyzer alternatives

Comparisons

Best Vyzer Alternatives in 2026: LP and Angel Portfolio Trackers

Oct 27, 2026 4 min read

Typographic cover on a near-black background reading Portal versus Personal book

Comparisons

Carta vs Pulley vs AngelList for Investors: Portal vs Personal Book

Oct 27, 2026 3 min read

Typographic cover on a near-black background listing Raziel, Kubera and Sharesight between thin rules

Comparisons

Raziel vs Kubera vs Sharesight: Private Investment Trackers

Oct 26, 2026 4 min read

Typographic cover on a near-black background reading Spreadsheet versus Software

Comparisons

Best Angel Investment Trackers in 2026: Spreadsheet vs Software

Oct 25, 2026 4 min read

Raziel record card for an escrow holdback on a private equity exit with six fields: holdback amount, escrow agent

Exits & Liquidity

How to Track Escrow Holdback on a PE Portfolio Exit

Oct 24, 2026 4 min read

Raziel SAFE card showing a $100K investment with a $5M valuation cap, a 20% discount and a $10M priced round

Startups & SAFEs

SAFE Valuation Cap and Discount: How Conversion Works

Oct 23, 2026 4 min read

Raziel record card for an option pool refresh with a pre-money or post-money toggle, authorized

Startups & SAFEs

How to Track an Option Pool Refresh After Financing

Oct 23, 2026 5 min read

Exits & Liquidity

How to Track Rule 144 After a Private Sale

Oct 23, 2026 4 min read

Typographic cover on a near-black background with a large $10B figure

Markets & Trends

AltList: Private Markets Week of Sep 9, 2026

Sep 20, 2026 4 min read

Raziel card for a hypothetical Series A lot held through an SPV: 40,000 shares sold at $4.00 for $160,000

Exits & Liquidity

How to Track a Secondary Stock Lot

Sep 19, 2026 5 min read

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Exits & Liquidity

How to Track an IPO Lockup After Pricing

Sep 18, 2026 5 min read

Raziel record card for registration rights after a round closes, with demands remaining, piggyback, S-3 eligibility

Exits & Liquidity

How to Track Registration Rights After Close

Sep 17, 2026 4 min read

Raziel SAFE card after a funding round: $50,000 wired and a $200,000 mark for a 4.0x paper MOIC

Startups & SAFEs

How to Log a Startup Markup After a Funding Round

Sep 16, 2026 4 min read

Glasses, an open ledger and a pen on a desk

SPVs & Funds

How to Log an SPV Capital Call (Commitment vs Wire)

Sep 15, 2026 3 min read

Hands typing on a laptop showing a portfolio spreadsheet

Markets & Trends

AltList: Private Markets Week of Sep 8, 2026

Sep 8, 2026 4 min read

Laptop, coffee mug, notepad and phone on a wooden desk

Exits & Liquidity

How to Track a When-Made Bring-Down

Aug 30, 2026 5 min read

People taking notes around a long wooden meeting table

Exits & Liquidity

How to Track a Closing-Condition Materiality Scrape

Aug 30, 2026 5 min read

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Exits & Liquidity

How to Track an Insurance-Proceeds Set-Off

Aug 30, 2026 5 min read

Developer looking at code on a monitor

Exits & Liquidity

How to Track an MAE Closing Condition

Aug 30, 2026 5 min read

People working at a long table in a cafe-style office

Exits & Liquidity

How to Track a Legal-Proceedings Closing Condition

Aug 30, 2026 4 min read

Grid of blank sticky notes on a gray wall

Exits & Liquidity

How to Track an Incidental-Damages Exclusion

Aug 30, 2026 4 min read

Bright lounge area with modern chairs and a floor lamp

Exits & Liquidity

How to Track a Target Legal Opinion

Aug 30, 2026 4 min read

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Tax & Compliance

How to Track a Tax-Benefit Reduction

Aug 30, 2026 5 min read

Tax forms and a pen beside a coffee cup on a dark table

Exits & Liquidity

How to Track an After-Tax Indemnity Limitation

Aug 30, 2026 4 min read

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Exits & Liquidity

How to Track a Tip Basket (First-Dollar Indemnity Basket)

Aug 30, 2026 4 min read

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Exits & Liquidity

How to Track a Deductible Basket

Aug 30, 2026 4 min read

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Exits & Liquidity

How to Track Indemnity Escrow Size

Aug 30, 2026 4 min read

Small plant sprouting from a glass full of coins

Exits & Liquidity

How to Track RWI as the Sole Source of Recovery

Aug 30, 2026 4 min read

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Exits & Liquidity

How to Track a Deferred Closing

Aug 30, 2026 4 min read

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Exits & Liquidity

How to Track an Earnout Indemnity Set-Off

Aug 30, 2026 4 min read

Bitcoin price chart and order panel on a trading screen

Exits & Liquidity

How to Track a Purchase Price Adjustment Dispute

Aug 30, 2026 4 min read

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Exits & Liquidity

How to Track a Purchase Price Adjustment

Aug 30, 2026 4 min read

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Exits & Liquidity

How to Track an Earnout Period

Aug 30, 2026 4 min read

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Exits & Liquidity

How to Track Earnout Potential

Aug 30, 2026 4 min read

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Exits & Liquidity

How to Track a Walk-Away Indemnity

Aug 30, 2026 4 min read

Antique leather-bound books on a wooden shelf

Exits & Liquidity

How to Track Specific Performance After Signing

Aug 29, 2026 3 min read

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Exits & Liquidity

How to Track Purchase Price Adjustment Accounting

Aug 29, 2026 3 min read

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Exits & Liquidity

How to Track an Eligible Claim Threshold After Signing

Aug 29, 2026 3 min read

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Exits & Liquidity

How to Track a MAC Qualifier After Signing

Aug 29, 2026 3 min read

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Exits & Liquidity

How to Track an ADR Provision After Signing

Aug 29, 2026 4 min read

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Exits & Liquidity

How to Track a Jury Trial Waiver After Signing

Aug 29, 2026 4 min read

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Exits & Liquidity

How to Track Disclosure Schedule Updates

Aug 29, 2026 4 min read

Hands holding tax forms beside a phone calculator on a white table

Exits & Liquidity

How to Track a No Undisclosed Liabilities Rep

Aug 29, 2026 4 min read

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Exits & Liquidity

How to Track a Compliance With Laws Representation

Aug 29, 2026 4 min read

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Exits & Liquidity

How to Track a Full Disclosure Representation

Aug 29, 2026 4 min read

Looking up at dark glass skyscrapers against the sky

Exits & Liquidity

How to Track a Punitive Damages Exclusion

Aug 29, 2026 3 min read

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