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Portfolio Dashboard

Your whole private portfolio, in one live dashboard

Startups, SPVs, funds, and entities roll up into one number you can trust. See what every position is worth, how it got there, and what changed this week.

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One number

See your total, then drill into anything

Raziel adds up every holding into a single portfolio value with its change over time. Switch between one month, year to date, one year, three years, or all time and the chart and returns follow.

  • Totals by companies, funds and SPVs, and entities
  • Performance chart over any time range
  • Every figure links back to the position behind it

Every holding

A clean list of everything you own

Your assets list shows each company, fund, SPV, and entity with its current value and return, sorted by what matters most. Filter by type or search across companies, people, and news.

  • Sort by value, return, or date
  • Filter companies, funds and SPVs, or entities
  • Search across holdings, contacts, and news

On the web

The whole dashboard, on one screen

Open Raziel in your browser to see total value, returns, top holdings, and value by type side by side. The same portfolio is in the mobile app.

At a glance

Time ranges, from one month to all time
5
Return metrics: MOIC, IRR, TVPI, and DPI
4
Free trial on the Investor plan
14 days
A month for up to 30 companies
$49

Company detail

Open any company and see the full story

Each company has its own page with what you invested, what it is worth today, the price per share over time, your fully diluted ownership, and the news that moved it.

  • Invested, estimated value, and return since entry
  • Price per share history from recorded rounds
  • MOIC, IRR, and ownership for the position
See valuations and returns

Funds and SPVs

LP positions next to your direct deals

Track commitments, capital called, NAV, and distributions for every fund and SPV in the same view as the companies you hold directly, so your exposure is never split across spreadsheets.

  • Commitment, called, and unfunded capital
  • TVPI, DPI, and net IRR per vehicle
  • Capital calls and distributions recorded as cash flows
Explore SPVs and funds

How it works

From scattered paperwork to one dashboard

  1. 01

    Add your holdings

    Enter a position in a few fields, or forward a statement or SAFE and let Raziel pull out the terms.

  2. 02

    Record what changes

    Log new rounds, capital calls, and distributions as they happen. Raziel re-marks your positions for you.

  3. 03

    Read the portfolio

    Your total, returns, and every position stay current in one view on the web and on iOS.

Included

Built for how private investors actually hold assets

  • Startups

    SAFEs, notes, priced rounds, and secondaries with current marks.

  • Funds and SPVs

    Commitments, calls, distributions, and NAV per vehicle.

  • Entities

    Holdings owned through LLCs, trusts, and holding companies.

  • Returns

    MOIC, IRR, TVPI, and DPI calculated from your cash flows.

  • News and alerts

    Rounds and headlines on your companies, tied to the position.

  • Real estate and cryptoComing soon

    Properties, wallets, and brokerage accounts in the same view.

Platform overview

Frequently asked questions

Common questions about Portfolio Dashboard in Raziel.

What can I track in the portfolio dashboard?

Startups (SAFEs, convertible notes, priced equity, and secondaries), SPVs and funds, and holdings owned through entities. Real estate, crypto, and public equities tracking are coming soon.

How is my portfolio value calculated?

Each position is valued at its latest recorded mark, such as the price per share from the most recent round or a fund NAV. Raziel adds them up and calculates returns from the cash flows you have recorded.

Do I have to enter everything by hand?

No. You can add positions manually in a few fields, or forward statements and documents and let Raziel’s AI import them for you. AI features are optional.

How much does it cost?

The Investor plan starts with a 14-day free trial, then costs $49 a month for up to 30 companies and $199 a month after that.

Portfolio Dashboard

See your whole portfolio in one place

Start free and bring every private position, valuation, and update into one live dashboard.

Get started free Book a demo