New Investment

Basic Information

Investment Name

Description

Investment Type

Investment Date

Total Committed

$

Investing Entity

Valuation (Optional)

Post-Money Valuation / Cap

$

Ownership %

%

DAT Equity (Optional)

Ticker Symbol

Shares Held

Average Cost Basis

$

Links

Portfolio Management Link Carta, Allocate, AngelList, etc.

Notes

Cancel

Investment Types

SAFE: Simple Agreement for Future Equity
SAFT: Simple Agreement for Future Tokens
DAT: Digital Asset Treasury (Bitcoin treasury stocks like MSTR, NAKA)
Fund: Venture Capital or Hedge Fund LP investment
SPV: Special Purpose Vehicle for a single deal
Advisor Grant: Equity or tokens received for advisory work