PortPulse

Individual angels and syndicate leads track notes, equity, funds, valuations, distributions and documents across spreadsheets and inboxes. PortPulse imports a defined template, normalizes instruments and dated cash flows, preserves source evidence, and calculates transparent IRR, TVPI, DPI, RVPI and MOIC views. The supplied research corrects the original supply-absent premise: at least four live competitors already serve angels, several with forwarding, parsing, IRR, fund tracking or free tiers. The remaining differentiation is a narrow syndicate-lead workflow and revocable read-only sharing; the moat is thin. Zero APIs are verified. Parsed statements and forwarded updates are candidates until the investor confirms entity, instrument, date, currency, amount and valuation basis. Unrealized marks are neither cash nor independently verified fair value. Metric formula, source cash flows, valuation policy, ownership, portfolio view, recipient access and investment decision remain separate. The product performs no capital calls, custody, KYC, brokerage, tax filing or investment advice. Success is less spreadsheet reconciliation and more explainable reporting—not accurate future value, investor-ready certification or superior returns.

An individual angel or syndicate lead managing a modest portfolio and sharing periodic performance views without administering a full fund.