FUND OPERATIONS
Track Every Dollar Across Every Fund
Record investments across equity, SAFEs, convertible notes, warrants, and secondary purchases. Track 11 currencies with automatic exchange rates, allocate across funds, and follow ownership and dilution over time. All without a spreadsheet.
Total Invested
$3.15M
Companies
5
Avg Ownership
7.3%
Current Value
$5.8M
| Company | Invested | Valuation |
|---|---|---|
V Voxel Health | $500K | $12M |
T TrueSign | $750K | $18M |
N NovaPay | $300K | $8M |
A Aether Robotics | $1.2M | $25M |
M Meridian Data | $400K | $10M |
How It Works
Record investments as they happen
Add an investment to any company in your pipeline. Choose the instrument type, enter the terms, and Spok structures it into a trackable portfolio position.
Total Invested
$3.15M
Companies
5
Avg Ownership
7.3%
Current Value
$5.8M
| Company | Invested | Valuation |
|---|---|---|
V Voxel Health | $500K | $12M |
T TrueSign | $750K | $18M |
N NovaPay | $300K | $8M |
A Aether Robotics | $1.2M | $25M |
M Meridian Data | $400K | $10M |
Track rounds and follow-ons
Record subsequent rounds, follow-on investments, and valuation changes. Spok maintains a full investment history with dilution tracking for every position.
Total Invested
$3.15M
Companies
5
Avg Ownership
7.3%
Current Value
$5.8M
| Company | Invested | Valuation |
|---|---|---|
V Voxel Health | $500K | $12M |
T TrueSign | $750K | $18M |
N NovaPay | $300K | $8M |
A Aether Robotics | $1.2M | $25M |
M Meridian Data | $400K | $10M |
See where every dollar is deployed
See total deployed capital and ownership across your whole portfolio, every position rolled up into your fund's base currency. Filter by fund, sector, or stage.
Total Invested
$3.15M
Companies
5
Avg Ownership
7.3%
Current Value
$5.8M
| Company | Invested | Valuation |
|---|---|---|
V Voxel Health | $500K | $12M |
T TrueSign | $750K | $18M |
N NovaPay | $300K | $8M |
A Aether Robotics | $1.2M | $25M |
M Meridian Data | $400K | $10M |
Capabilities
5 Investment Types
Equity, SAFE, convertible note, warrant, and secondary purchase. Each one has the correct fields and terms for that instrument type.
Round Tracking
Record every funding round with pre/post valuation, round size, and your participation. Track dilution and ownership percentage over time.
11 Currencies
Invest in USD, EUR, GBP, NZD, AUD, CAD, SGD, JPY, CHF, SEK, and NOK. Automatic exchange rate tracking converts everything to your fund's base currency.
Fund Allocations
Allocate each investment to a specific fund. Track deployed capital and ownership per fund, with complete isolation between funds.
Company Updates
Track quarterly updates, board materials, and founder communications. Link updates to the company profile for a complete timeline.
Base-Currency Roll-Up
Every position converts to your fund's base currency automatically, so deployed capital is one clear number even across 11 currencies.