Investech

Investech is the AI-powered operating system for private investors. Built for angel investors, SEIS/EIS participants, crowdfunding investors, syndicate members, startup shareholders and venture backers, Investech helps you manage every stage of the investment lifecycle in one secure workspace. Track holdings, targeted investments, valuations, investment performance, documents, certificates, key dates and investor records without relying on spreadsheets. Store important information securely, collaborate with accountants, and keep your portfolio organised as it grows. Key features include: • Portfolio management • Start up investment tracking • Holdings and valuations • Manage Target investments • SEIS/EIS management • Convertible notes and SAFEs • Document storage and organisation • Reminders and key dates • Reporting and exports • Accountant collaboration • Investment pipeline management • AI-powered research and insights • Performance analytics including IRR and MOIC Investech is designed to save time, reduce administrative workload and provide private investors with a single source of truth for their investment portfolio. No more spreadsheets. No more scattered documents. Just a smarter way to manage private investments.