angelo
Portfolio intelligence workspace and community for active angel investors
The story
Overview
Angelo is a portfolio intelligence workspace built specifically for active angel investors. The platform consolidates angel portfolio data into one clear, private view, enabling investors to understand their holdings, track performance metrics like DPI, RVPI, TVPI, and IRR, and identify which investments need attention. Angelo offers two membership tiers: the base Angelo plan provides essential analytics and portfolio views, while Angelo+ adds advanced reporting, social cards for sharing investment insights, LP fund tracking, community access, and peer intelligence features. The platform includes Ask Angelo, a conversational AI feature for portfolio queries, and provides exposure, concentration, and distribution tracking with FX reporting. Angelo serves angel investors who want deliberate private-market portfolio management with the tools and community support to make informed decisions.
Key features
Portfolio Analytics
Track realized and unrealised performance with DPI, RVPI, TVPI, IRR metrics and FX reporting across your angel investments.
Ask Angelo Conversational AI
Query your portfolio using natural language to get insights and answers about your holdings and performance.
Multiple Reporting Views
Access six reporting and analytics views in Angelo, expanding to ten views in Angelo+ for deeper portfolio insights.
Exposure and Concentration Tracking
Monitor your portfolio distribution, concentration levels, and exposure across different investments and sectors.
Social Cards
Generate and share bespoke, social-native materials to communicate your investment judgment privately or publicly.
Community and Peer Intelligence
Angelo+ members access curated deal sharing, community chat, peer directory, templates, and practical sessions with other active angels.
Use cases
- 1
Solo Angel Investors
Individual angel investors seeking basic portfolio analytics and clarity on their holdings without community features.
- 2
Active Angel Networks
Connected angel investors who want detailed analytics, peer intelligence, and community access to stay current with deal flow.
- 3
Portfolio Performance Tracking
Investors managing multiple angel investments who need clear visibility into realized and unrealized returns across their portfolio.
- 4
Investment Communication
Angels who want to share investment insights and judgment with limited partners or publicly using social-native materials.
FAQ
What is Angelo?
Angelo is a portfolio intelligence workspace for active angel investors that provides a clear, private view of your holdings, performance metrics, and community features to help you manage your angel portfolio effectively.
What metrics does Angelo track?
Angelo tracks realized and unrealised performance using DPI, RVPI, TVPI, IRR, and FX reporting, along with exposure, concentration, and distribution analysis across your portfolio.
What is the difference between Angelo and Angelo+?
Angelo provides essential analytics and six reporting views, while Angelo+ includes everything in Angelo plus advanced analytics, social cards, LP fund tracking, community access, peer intelligence, and future product updates.
Does Angelo include community features?
Community features including chat, peer directory, templates, and events are included in the Angelo+ membership tier, not in the base Angelo plan.
What is Ask Angelo?
Ask Angelo is a conversational AI feature that allows you to query your portfolio using natural language to get insights and answers about your holdings.
Tech stack & tags
Feedback & Discussion
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