# Jordan Rothstein, CEO of Raziel | Author on Raziel Learn > Guides by Jordan Rothstein, CEO of Raziel, on tracking startup, SPV, and fund investments and on running an investor-ready company. URL: https://raziel.co/learn/author/jordan-rothstein [Image: 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](https://raziel.co/editorial-policy). Content is educational and is not investment advice. ## Guides by Jordan [[Image: Typographic cover on a near-black background with a large 2026 numeral] Comparisons Best Alternative Investment Apps 2026: Complete Comparison Guide Oct 27, 2026 6 min read](https://raziel.co/learn/best-alternative-investment-apps) [[Image: 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](https://raziel.co/learn/cap-table-vs-portfolio-tracker) [[Image: 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](https://raziel.co/learn/best-vyzer-alternatives) [[Image: 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](https://raziel.co/learn/carta-vs-pulley-vs-angellist-for-investors) [[Image: 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](https://raziel.co/learn/raziel-vs-kubera-vs-sharesight) [[Image: 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](https://raziel.co/learn/best-angel-investment-trackers) [[Image: 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](https://raziel.co/learn/escrow-holdback-tracking) [[Image: 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](https://raziel.co/learn/safe-notes-valuation-caps-discounts) [[Image: 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](https://raziel.co/learn/option-pool-refresh-tracking) [[Image: Typographic cover on a near-black background reading Rule 144, with the Raziel wordmark and the caption Holding period] Exits & Liquidity How to Track Rule 144 After a Private Sale Oct 23, 2026 4 min read](https://raziel.co/learn/rule-144-tracking) [[Image: 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](https://raziel.co/learn/altlist-private-markets-week-of-sep-9-2026) [[Image: 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](https://raziel.co/learn/secondary-stock-lot-tracking) [[Image: Typographic cover on a near-black background with a large 180] Exits & Liquidity How to Track an IPO Lockup After Pricing Sep 18, 2026 5 min read](https://raziel.co/learn/lockup-tracking) [[Image: 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](https://raziel.co/learn/registration-rights-tracking) [[Image: 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](https://raziel.co/learn/how-to-log-a-startup-markup-after-a-funding-round) [[Image: 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](https://raziel.co/learn/how-to-log-an-spv-capital-call) [[Image: 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](https://raziel.co/learn/altlist-private-markets-week-of-sep-8-2026) [[Image: 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](https://raziel.co/learn/when-made-bring-down-tracking) [[Image: 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](https://raziel.co/learn/closing-condition-materiality-scrape-tracking) [[Image: Customer paying by phone at a shop counter card reader] Exits & Liquidity How to Track an Insurance-Proceeds Set-Off Aug 30, 2026 5 min read](https://raziel.co/learn/set-off-insurance-proceeds-tracking) [[Image: Developer looking at code on a monitor] Exits & Liquidity How to Track an MAE Closing Condition Aug 30, 2026 5 min read](https://raziel.co/learn/mae-closing-condition-tracking) [[Image: 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](https://raziel.co/learn/legal-proceedings-closing-condition-tracking) [[Image: Grid of blank sticky notes on a gray wall] Exits & Liquidity How to Track an Incidental-Damages Exclusion Aug 30, 2026 4 min read](https://raziel.co/learn/incidental-damages-exclusion-tracking) [[Image: 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](https://raziel.co/learn/target-legal-opinion-tracking) [[Image: Hands fanning out a stack of hundred-dollar bills] Tax & Compliance How to Track a Tax-Benefit Reduction Aug 30, 2026 5 min read](https://raziel.co/learn/tax-benefit-reduction-tracking) [[Image: 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](https://raziel.co/learn/after-tax-indemnity-limitation-tracking) [[Image: Clipboard with a blank application form next to a laptop] Exits & Liquidity How to Track a Tip Basket (First-Dollar Indemnity Basket) Aug 30, 2026 4 min read](https://raziel.co/learn/tip-basket-tracking) [[Image: Curved wall of bookshelves in a circular library] Exits & Liquidity How to Track a Deductible Basket Aug 30, 2026 4 min read](https://raziel.co/learn/deductible-basket-tracking) [[Image: Small plant growing from a glass jar of coins] Exits & Liquidity How to Track Indemnity Escrow Size Aug 30, 2026 4 min read](https://raziel.co/learn/indemnity-escrow-size-tracking) [[Image: 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](https://raziel.co/learn/rwi-sole-source-tracking) [[Image: Overhead view of hands typing on a laptop beside a card reader and coffee] Exits & Liquidity How to Track a Deferred Closing Aug 30, 2026 4 min read](https://raziel.co/learn/deferred-closing-tracking) [[Image: Printed newspaper page with a stock price line chart] Exits & Liquidity How to Track an Earnout Indemnity Set-Off Aug 30, 2026 4 min read](https://raziel.co/learn/earnout-indemnity-setoff-tracking) [[Image: 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](https://raziel.co/learn/purchase-price-adjustment-dispute-tracking) [[Image: Hands typing on a laptop showing a portfolio dashboard] Exits & Liquidity How to Track a Purchase Price Adjustment Aug 30, 2026 4 min read](https://raziel.co/learn/purchase-price-adjustment-tracking) [[Image: Hand holding To Do, Doing and Done sticky notes] Exits & Liquidity How to Track an Earnout Period Aug 30, 2026 4 min read](https://raziel.co/learn/earnout-period-tracking) [[Image: Hand holding a credit card while typing on a laptop] Exits & Liquidity How to Track Earnout Potential Aug 30, 2026 4 min read](https://raziel.co/learn/earnout-potential-tracking) [[Image: Red padlock resting on a green-lit laptop keyboard] Exits & Liquidity How to Track a Walk-Away Indemnity Aug 30, 2026 4 min read](https://raziel.co/learn/walk-away-indemnity-tracking) [[Image: Antique leather-bound books on a wooden shelf] Exits & Liquidity How to Track Specific Performance After Signing Aug 29, 2026 3 min read](https://raziel.co/learn/specific-performance-tracking) [[Image: Laptop showing a website analytics dashboard with histograms] Exits & Liquidity How to Track Purchase Price Adjustment Accounting Aug 29, 2026 3 min read](https://raziel.co/learn/ppa-accounting-method-tracking) [[Image: Hand writing notes beside a coffee cup at a wooden desk] Exits & Liquidity How to Track an Eligible Claim Threshold After Signing Aug 29, 2026 3 min read](https://raziel.co/learn/eligible-claim-threshold-tracking) [[Image: Colleagues talking with hand gestures at a table with laptops] Exits & Liquidity How to Track a MAC Qualifier After Signing Aug 29, 2026 3 min read](https://raziel.co/learn/mac-qualifier-tracking) [[Image: Bronze statue of Lady Justice holding scales] Exits & Liquidity How to Track an ADR Provision After Signing Aug 29, 2026 4 min read](https://raziel.co/learn/alternative-dispute-resolution-tracking) [[Image: Library hall with tall bookshelves and a row of marble busts] Exits & Liquidity How to Track a Jury Trial Waiver After Signing Aug 29, 2026 4 min read](https://raziel.co/learn/jury-trial-waiver-tracking) [[Image: Hand signing a sheet of paper with a fountain pen] Exits & Liquidity How to Track Disclosure Schedule Updates Aug 29, 2026 4 min read](https://raziel.co/learn/disclosure-schedule-update-tracking) [[Image: 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](https://raziel.co/learn/no-undisclosed-liabilities-tracking) [[Image: Two people sketching notes on paper between open laptops at a desk] Exits & Liquidity How to Track a Compliance With Laws Representation Aug 29, 2026 4 min read](https://raziel.co/learn/compliance-with-laws-tracking) [[Image: Close-up of two people shaking hands] Exits & Liquidity How to Track a Full Disclosure Representation Aug 29, 2026 4 min read](https://raziel.co/learn/full-disclosure-representation-tracking) [[Image: Looking up at dark glass skyscrapers against the sky] Exits & Liquidity How to Track a Punitive Damages Exclusion Aug 29, 2026 3 min read](https://raziel.co/learn/punitive-damages-exclusion-tracking) [Browse all 547 guides on Raziel Learn](https://raziel.co/learn)