Signed

Signed is a portfolio management platform for angel investors, small fund managers, and startup employees with equity. It takes the pile of SAFEs, update emails, and half-remembered valuations that most angels track in a spreadsheet and turns it into a live portfolio with real metrics, document storage, and tax-ready reporting. If you've ever tried to answer the simple question of how your angel portfolio is actually performing and realized you genuinely don't know the answer, that's exactly the gap this platform is built to close.

The core is performance tracking. Signed gives you real-time portfolio valuation with IRR and benchmark metrics, so you can see returns the way a fund would rather than as a list of amounts you wired years ago. Around that sit the workflows that keep the data current without manual bookkeeping. Investor update parsing reads the emails founders send and automatically extracts revenue, key metrics, and material changes, and on paid plans you can forward updates straight into the platform so your positions stay current as a side effect of reading your inbox.

Deal flow gets its own tooling. Pitch triage gives founders an intake channel to submit pitches directly to you, with screening tools to sort what's worth a meeting, and there's CRM functionality plus deal insights on the Angel plan and up. An investor network directory lets you find and connect with other investors by sector and check size, which is a quiet nod to how angel deals actually happen, through other angels. There's also an AI diligence layer that the site describes as surfacing key metrics for companies you're evaluating. Document storage rounds it out, so the SAFEs, side letters, and closing docs that usually live scattered across email attachments sit next to the positions they belong to, and the platform sends white-labeled emails so your correspondence looks like it comes from you rather than from a tool.

Where Signed gets serious is tax. The Investor plan adds tax-ready reporting including CPA reports, K-1s, and exit documentation, multi-entity tracking for people who invest through LLCs and trusts, tax-year dashboards, and year-end summaries. It also monitors your QSBS clock, the holding-period timer that determines whether an exit qualifies for the qualified small business stock exclusion, which is one of the biggest tax levers an angel has and one of the easiest to fumble. The site even publishes a free QSBS calculator as a standalone tool. A few items in this tier, like K-1 tracking and audit dashboards, are labeled as launching soon, so the tax suite is still filling out.

The audience is broader than the word angel suggests. The site pitches itself to active angels writing regular checks, passive investors tracking a few positions, employees holding startup equity who want to understand what it might be worth, and investors managing substantial portfolios across multiple entities. The free tier makes the low end of that range realistic, since someone with three SAFEs can use it without paying, while the multi-entity features at the top end reach toward people whose angel activity has quietly become a small fund. That spread matters because most tools in this space pick one extreme, either a toy tracker or full fund administration, and Signed is aiming at the wide middle.

What makes it different from generic portfolio trackers is that it's built around how startup investing actually works. Public-market trackers have live prices to lean on. Angel positions only reprice when a round happens or a founder mentions a number in an update, which is why the update parsing and the founder-facing pitch intake matter more than any chart. Combine that with QSBS monitoring and multi-entity tax reporting and it reads like software built by people who've dealt with the specific annoyances of the asset class.

Pricing is freemium. The free plan covers up to five investments with portfolio metrics, limited document storage, and CSV export, and the site says it's free forever. The Angel plan at $29 a month unlocks unlimited investments, full document storage, email-forwarded updates, pitch screening, CRM, and deal insights. The Investor plan at $149 a month adds the tax reporting stack, multi-entity tracking, and QSBS monitoring, and annual billing saves roughly 20 percent. There's a functional signup with a free trial, so you can load a few positions, forward an update or two, and see whether the tracking earns its keep before paying anything.