Pinion – Angel Portfolio Tracker Dashboard for Investors

Angel investors and small family offices managing multiple investments can track their portfolios in one clean dashboard. The platform is designed to handle three types of investments: direct investments, venture funds, and equity grants. Users can upload their existing spreadsheets or manually add investments to get started in minutes. The dashboard provides a comprehensive view of all investments, current value, and total exposure at a glance. It automatically tracks changes in value over time, eliminating the need to version spreadsheets every quarter. Key features include performance insights, simple valuation tracking, and AI-powered investor updates that extract sentiment, key metrics, and red flags from company updates. Users can also ask natural language questions about their portfolio performance, exposure, and recent updates using AI tools connected via the Model Context Protocol. The platform tracks various metrics, including MOIC, IRR, and fair value per company, as well as commitment vs. called capital, NAV, and distributions for venture funds. It also allows users to track vesting schedules and paper value for equity grants. Pinion is built by angel investors for individuals and small family offices managing multiple direct deals. It stores user data securely with modern infrastructure and strict access controls. A free tier is available, and pricing is simple and transparent.