Portfolio Management

Real-Time Portfolio
Management

Invest smarter with the portfolio that always keeps you in the know.

Get Your Portfolio
Under Control

Before Altshare

You've got a handful of companies to manage in your portfolio. But when it comes to analyzing their data, you’re left with an ununiform, incomplete database -- because every company has it’s own standard of reporting. What you need is one way that works.

After Altshare

With Altshare, you get real-time updates and insights on your entire portfolio in one, simple platform. No more chasing down the numbers you need. Now they’re right there waiting to drive your future investment decisions. That's portfolio management, done smart.

Your Portfolio. Organized.

Real-time Updates.
Anytime.

Harness the power of live data to see updates on your entire portfolio the second they happen. Then easily model the data, to get the most relevant insights.

Real-time Updates.
Anytime.

Harness the power of live data to see updates on your entire portfolio the second they happen. Then easily model the data, to get the most relevant insights.

Your Entire Portfolio.
Under One Roof.

With all ownership and financial data in one place, you easily visualize KPIs, track performance and make every decision data-driven.

Your Entire Portfolio. Under One Roof.

With all ownership and financial data in one place, you easily visualize KPIs, track performance and make every decision data-driven.

Show Investors
the Money

Keep your investors up-to-date on the performance of your fund, from indicators like net asset value, to financial reports and ownership data. Then easily generate and distribute periodic reports on your entire portfolio.

Show Investors
the Money

Keep your investors up-to-date on the performance of your fund, from indicators like net asset value, to financial reports and ownership data. Then easily generate and distribute periodic reports on your entire portfolio.

Compare Assets
to Assets

Get big picture insights you can trust when you streamline the way you collect and measure data. Now you confidently compare across companies, knowing every variable is measured the same.

Compare Assets
to Assets

Get big picture insights you can trust when you streamline the way you collect and measure data. Now you confidently compare across companies, knowing every variable is measured the same.

Founders Taking Ownership of 409A

Invest in Knowledge

Leased A Book? Book The Leased! IFRS 16 & ASC 842 Latest Updates
Discover the latest updates to the ASC 842, what it’s about, and how it relates to IFRS 16

Discover the latest updates to the ASC 842, what it’s about, and how it relates to IFRS 16

Discover the latest updates to the ASC 842, what it’s about, and how it relates to IFRS 16
Article
Economic Rock (Bottom) Climbing
Main actions you can take to better handle your equity when your company struggles

Main actions you can take to better handle your equity when your company struggles, start the economic rock (bottom) climbing

Main actions you can take to better handle your equity when your company struggles
Article
Who’s going to ask for my cap table?
Helping you understand who should be asking for your cap table and what will they ask

Helping you understand who should be asking for your cap table and what will they ask

Helping you understand who should be asking for your cap table and what will they ask
Article
What should be on my cap table?

Helping you build an efficient cap table and decide what should be included or excluded

What should be on my cap table?
Article
Who Should Run My Cap Table?
Helping you decide who should run your cap table and manage your equity

Helping you decide who should run your cap table and manage your equity

Who Should Run My Cap Table?
Article
Making Angels Believe In You
How to show any investor you mean business by utilizing your commonly used management tools

Utilizing your everyday management tools in order to wow any investor or angel.

Making Angles Believe In You
Article

Get Your
Equity Done

Request a demo

See how equity is done

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Contact us

To Get Your Equity Done

Or to just ask a question

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.