Free tier available • Built by angel investors • Works on desktop and mobile • Start from scratch or upload your portfolio in a spreadsheet.
The problem
If you're managing multiple angel investments, spreadsheets start to break down fast.
The solution
Bring all your angel and private investments into a single, clean dashboard—so you can finally understand what you own and how it's performing.
Product
See all your investments, current value, and total exposure at a glance.
Hit rate, power-law concentration, vintage performance, and breakdowns by sector and vehicle—the metrics angels actually use, with plain-language explanations of what each one means.
Update values over time without rebuilding your spreadsheet every quarter.
Forward portfolio company updates and let AI extract the signal for you—sentiment, key metrics, and red flags surfaced automatically, no manual logging required. Pinion even flags companies that have gone quiet, so silence never slips past you.
Your portfolio gets a memory. Full-text search across every update you've ever received—find that churn number the CEO mentioned two quarters ago in seconds.
Invite your spouse, assistant, or family-office team into one shared portfolio. Everyone sees the same live numbers—no more emailing spreadsheet versions around.
Connect Pinion to Claude and many other AI tools via our Model Context Protocol (MCP) and ask natural language questions about your portfolio-performance, exposure, fund status, and recent investor updates—without leaving your AI tool. Generate an API key in Settings and add it to your AI in one command.
"Oh sh*t… I've invested how much into startups?"
-Me, when I saw it all in one place.
What you can track
Pinion is built for the full picture.
The bread and butter of angel investing. Log every check you've written — seed rounds, SPVs, syndicates, or secondary purchases — and track how each one performs over time.
LP commitments deserve a place in your portfolio too. Track capital calls, distributions, and NAV — so you know exactly how much you've deployed and what's still sitting on the sidelines.
Board seats, advisory roles, founder equity, and warrants don't always come with a check. Track your vesting schedule and paper value alongside your other positions.
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We built Pinion to manage our own portfolio—a collection of angel and private investments. It's designed for individuals and small family offices managing multiple direct deals.
If you're already tracking your investments in a spreadsheet, you're in luck. We built a simple upload tool that lets you import your portfolio in minutes. Just upload your file using the template and we'll take care of the rest.
Prefer to start fresh? You can also add investments manually.
Spreadsheets weren't built to track investment performance over time.
Pinion automatically tracks changes in value without requiring you to version your file every quarter. It also gives you clear performance metrics and explains what they mean—so you're not guessing how your portfolio is actually doing or trying to research what good looks like.
Pinion is designed for angel investors and small family offices managing multiple investments.
If you're investing across deals, syndicates, funds, or clubs—and it's getting harder to keep everything straight—Pinion gives you a single place to see it all.
If you've ever thought, "Wait… I forgot I invested in that," you'll probably find it useful.
Yes. Pinion has a mobile experience built for checking in on the go—your KPIs, every position as a swipeable card, filters, search, and adding a new investment right from your phone. No app store download required; it's the same login at pinion.vc.
Yes. The Family plan includes a shared workspace for 2 users, and the Team plan covers up to 5—everyone sees the same live portfolio. Owners control who can be invited, and members can be removed at any time.
It's built for the way angel portfolios actually get managed: one person writes the checks, someone else keeps the records straight.
Pinion speaks the Model Context Protocol (MCP), the open standard for connecting data to AI assistants. That means it works with Claude, Cursor, and any other MCP-compatible tool—ask about your performance, exposure, fund status, or recent investor updates in plain English.
Setup takes about a minute: generate an API key in Settings and follow the step-by-step guide.
Anytime, in full. One click in Settings downloads an Excel workbook with every company, investment round, venture fund, and equity grant in your workspace. Your data is yours—there's no lock-in.
We take your data seriously.
Pinion stores your investment data using secure, modern infrastructure with strict access controls. Only the systems and people required to operate the product and deliver insights can access it. We do not sell your data or share it with third parties.
While Pinion isn’t a bank or custodian, we’ve built the platform with security in mind and continuously strengthen our protections as we grow.
Maybe.
Pinion isn't for everyone, but at some point, it stops being a hobby and starts becoming a real portfolio.
We've been investing for over a decade and didn't fully realize the scale of our own portfolio until we saw it all in one place.
If you're serious about angel investing as part of your broader financial strategy, Pinion gives you a simple way to organize everything and track it over time.
Pricing
Start free. Upgrade for shared workspaces and AI-powered tools.