Features
Investor CRM
Investor Database
Investor Updates
Pitch Deck Hosting
Custom Emails
Data Room
Startup Docs
Pricing
Blog
Log in
Sign up
Portfolio Checkup
Want to see more?
Is it you?
Update data
Investor info
Type
Lenders
Stage focus
Seed Round
Current fund size
$ 41,533,789
Description
Portfolio Checkup offers tools and resources for individual investors and investment advisors to analyze, monitor, and improve investment portfolios, focusing on diversification, performance, and risk management.
Previous investments
Company
Amount
Round
Example example company Inc
1000000
Investor meetings
Company & Company
11000000
Series C funding
Example
524000
Seed round A
Show more
Connected people
Email visible after logging in
Example Example
example
[email protected]
Example Exampleexample
Notexample Examplenot
example example
[email protected]
Example Examplenotexample
example example
[email protected]
Example Example
example
[email protected]
Example Example
example
[email protected]
Show more
See other investors
Other investors you may be interested in
Merrill Lynch Wealth Management
The Mutual Fund Store
Sumeru Equity Partners
The Lubitz Financial Group
Sub Sahara Capital Management Lp
Gardner Group
Srm Advisors
Sprott U S Holdings Inc
Sprott Global Resource Investments Ltd.
The Advisors Group