FOR INVESTORS
Your position,
one honest view
No accounts to manage, no attachments to chase. A private link and a one-time code open your position in any Vquity company, computed from that company's live ledger, so what you see is what is. A cross-company portfolio roll-up is on the way.
What actually matters
You don't want a login. You want the truth about your position.
Investors evaluate hundreds of companies and hold dozens. The tooling should respect that: no accounts to manage, numbers computed from the company's real ledger, and diligence that reconciles on the first pass.
A link, a code, your position
Open your private portal link, enter the emailed one-time code, and see your stocks, SAFEs, documents, activity, and tax view. Codes are hashed with a 10-minute expiry and rate-limited sign-in; there is no password to be phished.
A clear view of each position On the roadmap
Today, each company's portal shows you your own slice, computed from its live ledger. A cross-company portfolio roll-up (one sign-in that aggregates every position issued to you) is in active development, with the same rule: within each company you only ever see your own holdings.
Diligence that reconciles
Portfolio companies on Vquity answer "before and after the round" with a two-click snapshot diff, keep executed documents in a classified data room, and back voting-power questions with a ledger, not a memory.
The update that actually arrives
Investor updates as a stable link, not a lost attachment.
Companies compose an investor update in Vquity and publish it to a token-based one-pager. You get a link that keeps working: easy to read on a phone, easy to forward to the partner who asked, and never buried under a re-sent PDF thread.
- A stable URL per update, shareable inside your fund
- Your position views stay live alongside it, computed from the same ledger
- An offline cache keeps your last-loaded portal readable on a flight
For the diligence lead
The room is ready before you ask for it.
When a Vquity company opens its data room to you, the work you usually chase is already done: ~120 document types classified into 8 sections, renewals version-chained so the current license is the one on top, and key fields AI-extracted with an audit trail on every correction.
- A 12-item readiness score mirrors the checklist your counsel opens with
- Executed instruments sit next to the cap-table records they created
- Any selection downloads as one zip for your data-room mirror
Two boundaries, drawn on purpose
First: the portal shows you your position, not the company's full cap table. When you genuinely need the whole picture (a follow-on, a board pack), the company shares it deliberately from the workspace, as an export or snapshot PDF, with a record of what was shared. Disclosure stays a decision, not a checkbox.
Second: Vquity works for you even when you didn't choose it. The company picks the platform; your experience (passwordless access, honest numbers, working links) is designed to be the best stakeholder experience of any table you sit on, at zero cost and zero setup to you.
Why investors nudge portfolio companies onto real tooling
Every experienced investor has lost a week to a cap table that wouldn't reconcile: phantom shares from a mis-entered transfer, a forgotten warrant surfacing at the worst moment, three "final" spreadsheets in three inboxes. A ledger-first system makes those failures structurally impossible, which is why diligence on a Vquity company is measured in hours, not weeks. If a company you back is still on Excel, the Academy's diligence guide is a gentle way to start that conversation, and the spreadsheet comparison makes the argument with numbers.
On the roadmap
Where the investor experience goes next.
Planned work, stated as plans.
Portfolio analytics
Aggregate MOIC and ownership trends across your Vquity positions, with per-company drill-down, computed from the same ledgers the companies run on.
Round-event notifications
An email when a portfolio company closes a round or issues to you, so your records update the day the ledger does, not the quarter after.
Position statements on demand
Download a dated, signed PDF statement of your holdings in any company, formatted for fund administration and audit requests.
Frequently asked questions
Do I need an account to see my position?
No. Each company that issues to you sends a private portal link; you confirm your email and enter a one-time code (hashed, 10-minute expiry, rate-limited). Inside are six views of your own position: stocks, options, SAFEs, activity, documents, and tax. There is nothing to install and no password to manage.
I hold positions in several companies. Do I sign in to each one?
For now, yes: each company sends its own portal link, and you open each with a one-time code. A cross-company portfolio roll-up (one passwordless sign-in that aggregates every position issued to you) is in active development. It keeps the same rule the per-company portal enforces today: within each company you only ever see your own holdings, never the rest of its cap table.
Can I see the full cap table of a company I've invested in?
Not through the portal, by design. The portal scopes each stakeholder to their own position. When you need the full picture, the company shares it deliberately from their workspace as an export or a snapshot PDF. That keeps disclosure a decision the company makes, with a record of it.
What does diligence look like on a company that runs Vquity?
Fast. Before-and-after of any round is a two-click snapshot diff with PDF export; executed documents live in a classified data room with a 12-item readiness score; and every balance traces back to ledger entries. The reconciliation work that usually eats the first diligence week is largely already done.
Does it cost me anything as an investor?
Nothing. Companies pay one flat plan; stakeholder access, portals included, is part of it. Vquity has no per-stakeholder pricing, so companies don't ration portal access and investors never see an invoice.
Move your cap table off the spreadsheet.
Shareholders to SAFEs, option grants to exit modeling. One platform, priced by the company and not the head, on web and desktop.
All modules included · No per-stakeholder pricing · Explore a seeded sample company in one click