Positions are distributed across companies and vehicles
Contracts, currencies, ownership and valuation references rarely live in the same operational base.
Eqdeal solutions
For investors and portfolio managers
See the whole portfolio. Understand every position.
Connect deal flow, ownership, valuation and portfolio reporting in one operational source of truth.
Designed for
- Venture capital and private-market funds
- Family offices, holdings and portfolio managers
- Angel groups operating deal flow and shared portfolios
Core outcomeInvestment intelligence from origination to portfolio value.
The operating challenge
Capital work breaks when context is fragmented.
Eqdeal creates continuity between the information you receive, the decisions you make and the records you need tomorrow.
Portfolio value lacks a traceable structure
Direct and indirect positions must be followed through holdings, SPVs, funds and investor units.
Deal flow and portfolio management are disconnected
Information collected during selection is lost when an opportunity becomes an investment.
Connected capabilities
One operational foundation, built around your responsibilities.
Use the platform directly or through an authorized agent without losing control of the underlying records.
Portfolio management
Consolidate companies, positions, invested capital, valuations and performance.
Ownership intelligence
Follow direct and indirect ownership through funds, holdings and SPVs.
Deal flow, eqPulse and matchmaking
Structure opportunities, apply thesis criteria and compare explainable signals.
Recurring valuation
Maintain portfolio references, sensitivities, NAV and values in multiple currencies.
Connected operating journey
Information enters once and becomes more useful over time.
The workflow can start with one representative project and expand without rebuilding the operating history.
- 01
Structure origination
Receive opportunities, apply thesis criteria and organize a shared investment pipeline.
- 02
Understand every position
Connect instruments, ownership, invested capital and company-level evidence.
- 03
Consolidate the portfolio
Follow currencies, vehicles, recursive ownership, NAV and investor positions.
- 04
Keep value current
Maintain valuation references, sensitivities, reporting and company evolution over time.
AI-first, permission-aware
Ask portfolio questions in natural language without flattening the underlying ownership model.
Connect an MCP-compatible agent with OAuth. It receives only the companies and capabilities available to the signed-in user, while Eqdeal remains the system of record.
Review MCP connection optionsAsk your agent
“Show every direct and indirect position affected by this valuation update.”
“Compare the latest company reports and flag missing portfolio indicators.”
“List opportunities that match our thesis and explain the strongest evidence.”Sensitive changes remain subject to Eqdeal permissions, validation and confirmation.
Delivery models
A clear operating model before the work begins.
Investment under consultation. The proposal reflects volume, modules, implementation, integrations, support and professional responsibilities.
- 01Platform operated by the investment team.
- 02Portfolio implementation and data migration.
- 03Recurring reporting and valuation services under consultation.
Responsibility made explicit
Valuation references support portfolio management and do not replace the investor's own decision, audit or investment process.
Next step
Let's design the right Eqdeal operation for you.
Tell us what you manage today, where the data lives and which decisions need a better foundation.