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From the Portfolio page, click + Add investment in the top-right corner. A modal will open where you choose between a Direct Investment (equity in a company) or a Venture Fund.

For a direct investment, enter the company name, website (optional — used to fetch the logo), investment date, amount, and stage. For a fund, enter the fund name, manager, commitment amount, and first close date. Click Save and it will appear in your portfolio immediately.

Click + Add investment and toggle to Venture Fund at the top of the modal. You'll be prompted for fund name, manager, strategy, first close date, and commitment amount. Called capital, NAV, and distributions can be added or updated later from the fund's edit page.

Open the investment from your portfolio table and click Edit investment → in the drawer (or navigate directly to the edit page). Update the Fair value field to reflect the current mark. Pinion tracks a history of fair value changes so you can see how your mark has evolved.

Yes. On the investment's edit page, change the Status to Exited or Written off. Exited investments prompt you to enter the exit date and proceeds. Written-off investments are marked at $0. Both statuses are hidden from the default portfolio view when the Hide exits toggle is on.

Go to Settings → Import. Download the template, fill in your investments and funds, and upload the file. See the Import from Excel section below for full details.

Investments are grouped by the year of the investment date and sorted within each year by date. You can switch between Oldest first and Newest first using the sort toggle at the top of the table — this preference is saved across sessions.

MOIC (Multiple on Invested Capital) is the ratio of current value to the amount invested.

For direct investments, Current Market Value is the fair value you've entered (or the investment amount if no mark has been set). For exited positions it uses the exit proceeds. For written-off positions it is $0.

For funds, MOIC is calculated on called capital (not total commitment), since uncalled capital hasn't been deployed yet:

IRR (Internal Rate of Return) uses the XIRR method — it accounts for the actual timing of each cash flow, not just a simple annualized return. Every investment date is treated as a cash outflow; today's portfolio value (plus any exit proceeds and fund distributions) is treated as the terminal inflow.

IRR requires at least two data points to calculate meaningfully. If you see "Insufficient data", add more investments with different dates and update their fair values.

TVPI (Total Value to Paid-In) is the overall multiple on your entire portfolio — direct investments and funds combined.

TVPI is shown in green when ≥ 1× (above cost) and red when below 1×. A TVPI of 1.0× means your portfolio is exactly at cost.

When you add an investment you can optionally enter the post-money valuation at the time of investment. This is stored as the initial fair value and used to calculate your starting MOIC. You should update the fair value field over time to reflect the current mark — the Valuation at Cost is just the starting point.

The type tabs (All / Direct / Funds) filter by investment type. The status tabs (All / Active / Exited / Written off) filter by status. The Hide exits toggle hides exited and written-off investments regardless of the status filter — it persists across page refreshes. The search box matches company name, fund name, manager name, and tags.

Investor updates is a feature that lets you log the updates you receive from portfolio companies (founder emails, quarterly PDFs, etc.) and get an AI-powered summary, sentiment score, and key metrics extracted automatically. It's available on Family and Team plans.

Navigate to a company's edit page and scroll to the Investor Updates section. Click Add investor update. You can submit:

• Text only — paste the email body directly
• PDF only — upload the update as a PDF (drag-and-drop or browse)
• Email + PDF — paste the email body and attach the PDF for AI to read both together

After you submit, a Analyzing… badge appears. Processing typically takes 10–30 seconds. The row updates automatically when it's done.

Sentiment is scored from −100 to +100 by AI based on five signals from the update:

• Revenue trajectory (30%)
• Burn / runway health (25%)
• Team and execution signals (20%)
• Market and competitive position (15%)
• Founder tone (10%)

0 is neutral. Positive scores indicate a healthy, progressing business. Negative scores indicate material concerns. The chip shows green for scores ≥ +20, red for scores ≤ −20, and grey in between.

The period label (e.g. "Q2 2025" or "August 2025") identifies which reporting period the update covers. Pinion uses it to sort updates chronologically on the company page and to calculate the sentiment delta between consecutive updates.

AI extracts the period from the PDF cover page, subject line, or document header. If it gets it wrong, click the pencil icon next to the period tag on the update detail page to correct it.

Yes. Hover over the update row in the company's Investor Updates table and click the ✕ button that appears on the right. A confirmation prompt will appear before deletion.

1. Go to Settings → Import
2. Click Download template to get the pre-formatted workbook
3. Fill in the Investments sheet with your direct investments and the Funds sheet with your venture funds — delete the sample row before importing
4. Drag the completed file onto the drop zone, or click to browse and select it
5. Pinion validates the file and shows how many rows it found — review, then click Import

Investments sheet:

• Company Name — required
• Website — optional; used to fetch the company logo
• Investment Date — required; format: MM/DD/YYYY or YYYY-MM-DD
• Amount ($) — required; number only (no $ sign needed)
• Valuation at Cost ($) — optional; the post-money valuation at time of investment

Funds sheet:

• Fund Name — required
• Manager — optional
• Strategy — optional (e.g. Early Stage, Multi-Stage)
• First Close Date — required; same date formats as above
• Commitment ($) — required
• Called Capital ($), Current NAV ($), Distributions ($), Notes — all optional

Import is additive only — it never overwrites existing data. If a company with the same name already exists in your portfolio, the imported investment round is added to that company rather than creating a duplicate. If no matching company is found, a new one is created.

Pinion validates the file before importing. If any rows have missing required fields or invalid dates or amounts, the entire import is blocked and a list of errors is shown with the row number and issue. Fix the errors in your spreadsheet and re-upload — nothing is imported until the file is clean.

Sector, stage, vehicle, tags, and vintage year (for funds) cannot be set via import. After importing, open each investment's edit page to fill in those details. These fields affect how your portfolio is broken down in the Insights view.

A workspace is a shared container for a portfolio. All investments, funds, and updates belong to a workspace. By default you have a solo workspace. On Family and Team plans you can invite additional members to collaborate on the same portfolio.

1. Go to Settings → Members
2. Enter the invitee's email address and click Send invite
3. They'll receive an email with a link to accept and set up their account

• Free — 1 member (solo only), no investor updates
• Family — up to 2 members, investor updates included
• Team — up to 5 members, investor updates included

Go to Settings → Billing and click the Upgrade button for the plan you want. You'll be taken to a Stripe Checkout page. After completing payment, your plan updates within a few seconds via webhook.

Go to Settings → Billing and click Manage billing. This opens the Stripe Customer Portal where you can change your plan, update your payment method, or cancel.

If your workspace has more members than your new plan allows, your account will be flagged as over-cap. New invitations will be blocked until you remove members to get back within the limit. Existing members retain access until removed.

Go to Settings → General and update the Display name field under Profile. Click Save.

Sign out, then click Forgot password on the login page. Enter your email and we'll send you a reset link. Follow the link to set a new password.

Go to Settings → General and scroll to Preferences. Each category (Sectors, Investment Vehicles, Tags) has an editor where you can add your own options, drag to reorder them, or remove ones you don't use. Changes apply workspace-wide immediately.

These options appear in the dropdowns when editing investments — keeping your list tidy makes the Insights breakdowns more useful.

Go to Settings → General and scroll to the Danger zone. You'll be prompted to confirm twice before deletion. Deleting your workspace removes all associated investments, funds, and updates permanently.

Pinion can connect to AI tools — Claude, Claude Code, Cursor, Windsurf, and others — via the Model Context Protocol (MCP). Once connected, you can ask your AI assistant questions about your portfolio in plain English and get live answers from your actual data.

Example: "Which of my investments has the highest MOIC?" or "What did Acme Corp report in their last investor update?"

1. Go to Settings → API Keys
2. Click + New key and give it a name (e.g. "My Laptop")
3. Copy the key — it's shown once only and cannot be retrieved later.
4. Use the setup command shown in the modal to connect your AI tool, or follow the steps below

You can create multiple keys — one per device or per team member. Revoke any key at any time without affecting the others.

If you want Claude to do the whole thing from scratch with no copy-pasting, you could say:

Replace pinion_xxxx with your actual key. Restart Claude.

Run the command shown in the key modal, or paste it manually in your terminal:

Replace pinion_xxxx with your actual key. Claude Code will confirm the server was added. Restart Claude Code if it was already running.

MCP is an open protocol — any compatible client uses the same key and URL. Add the following to your client's MCP configuration file:

Config file locations vary by client — check your tool's MCP documentation for the exact path. The JSON structure above is standard across all MCP clients.

The Pinion MCP server exposes five tools that your AI can call automatically based on your question:

• Portfolio summary — total invested, current value, TVPI across direct investments and funds
• List investments — all direct investments with MOIC, optionally filtered by status
• List funds — all venture funds with NAV, distributions, and MOIC on called capital
• Investment details — deep-dive on a single company: all rounds and recent AI-analyzed updates
• Recent investor updates — latest updates across the portfolio with sentiment, flags, and key metrics

Example prompts that work well:

• "Summarise my portfolio performance"
• "Which investment has the highest MOIC?"
• "What were the red flags in Acme Corp's last investor update?"
• "How much capital have I deployed into venture funds vs direct deals?"
• "Which companies have sent investor updates in the last quarter?"

Go to Settings → API Keys and click Revoke next to the key. Revocation is immediate — any AI tool using that key will lose access instantly. Create a new key if you need to reconnect.