Every check, in one place
You've written more small checks than you can hold in your head, and the updates arrive as a mess of forwarded emails. Point them at one address and get a portfolio that tracks itself.
The problem you have
Angels and syndicate leads have the widest portfolios and the least tooling. Updates come in every format, at random times, and half of them never make it out of the inbox. When someone asks how a company is doing, or what your MOIC looks like across the whole book, the honest answer is that you'd have to go digging.
Forward the updates to your inbound address and the metrics extract and chart themselves. Cold pitches and intros can flow to the same address and get scored against your thesis, so deal flow lands in a pipeline instead of a pile. Record what you put in and what came back, and MOIC and IRR compute across every check without a spreadsheet.
What matters most for angels and syndicates
Every module is a switch that's off by default. Run the piece you need and ignore the rest.
Portfolio Reporting
Forty checks, one dashboard
Founder updates in any format become a dashboard of company health, so a portfolio of forty checks is legible again.
Investment Workflow
Deal flow that screens itself
Send cold pitches and intros to the same address and get them classified, scored against your thesis, and queued, with a public submission form if you want founders to come to you.
Portfolio Reporting
MOIC across every check
Record each check and any proceeds, and see MOIC, IRR, and current value across the whole book.
Model what this doesn't
Reporting runs on live data. When you need to model forward, the Hemrock models pick up where the app stops.
Get started
Taylor Davidson helps entrepreneurs and investors create and use financial models for business decisions through his template financial models and strategic advisory services at Hemrock (formerly Foresight). Chief Financial Officer (fractional) for Laconia Capital Group. Learn more at About.
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