Pre-IPO Portfolio Tracker

Q: What is a pre-IPO portfolio tracker?

A pre-IPO portfolio tracker is a tool that lets private market investors log and monitor their investments in companies before they go public. It tracks key metrics like entry stage, investment amount, current company valuation, and calculated MOIC (Multiple on Invested Capital). Unlike public stock portfolios, pre-IPO investments are illiquid and require tracking across funding rounds and company milestones.

Q: How does TechStackIPO calculate MOIC for pre-IPO investments?

TechStackIPO's MOIC calculator uses the company's latest known valuation from its database, combined with your entry investment details (amount, implied valuation at entry, or share count). It computes both gross MOIC and post-carry MOIC using your specified carry percentage and hurdle rate. The formula is: Gross MOIC = (Current Valuation / Entry Valuation) × (Investment / Entry Implied Equity). Post-carry MOIC applies the carried interest waterfall above the hurdle.

Q: Can I track SPV investments in the portfolio tracker?

Yes. TechStackIPO's portfolio tracker supports multiple investment vehicles: direct equity, SPV (Special Purpose Vehicle), secondary purchases, and employee shares. You can specify carry percentage and hurdle rate for SPV investments to get accurate post-carry MOIC calculations.

Q: What alerts does the portfolio tracker provide?

The portfolio tracker monitors your positions for: new funding rounds, leadership changes, regulatory filings, IPO-related news (S-1 filings, roadshow announcements), secondary market activity, lock-up expiration countdowns, customer wins, and market events. Alerts can be delivered in-app, via daily digest email, or as immediate email notifications.

Q: Is there a limit to how many companies I can track?

The portfolio tracker supports up to 50 positions per account. This covers the vast majority of private market investors. Each position can track multiple tranches, investment vehicles, and alert preferences independently.

Q: How is a pre-IPO portfolio tracker different from a regular brokerage portfolio?

Brokerage portfolios track public market securities with real-time prices. Pre-IPO portfolio trackers handle illiquid private investments where valuation comes from funding round data, not market prices. Key differences: valuations are estimates based on latest funding rounds, companies may not have regular updates, MOIC is calculated from private transaction data, and the goal is tracking progress toward an IPO or acquisition exit rather than daily P&L.

Q: Is the portfolio data shared or public?

No. Your portfolio data is private and tied to your account. TechStackIPO does not share individual portfolio holdings with any third parties. Portfolio pages are marked noindex to prevent search engine indexing. Your positions, investment amounts, and notes are only accessible when logged in to your account.

TechStackIPO Research

Track Your
Pre-IPO Portfolio

See where you got in vs. where companies are now. Monitor your MOIC, watch funding stage progress, and get alerts before your investments reach IPO day.

No credit card required · Up to 50 positions · Data from TechStackIPO database

Everything a private market
investor actually needs

Built for angels, VCs, and secondary market buyers who need more than a spreadsheet.

MOIC Calculator

Gross and post-carry MOIC with carry waterfall support. Enter your investment details once — see returns update as valuations change.

Stage Progress Visualization

See exactly how far each company has traveled from your entry stage toward IPO. Color-coded progress bars with entry markers.

Smart Alerts

Get notified on funding rounds, leadership changes, IPO filings, lock-up expirations, and regulatory events for your tracked companies.

Concentration Analysis

Visualize portfolio distribution by stage, sector, and vehicle type. Spot over-concentration before it becomes a problem.

Lock-Up Expiration Tracking

Integrated with our Lock-Up Tracker. Get countdown alerts 30, 14, and 7 days before shares unlock.

Export & Reports

Export your portfolio to CSV for LP reporting or your own analysis. PDF health check available as a one-time premium add-on.

Up and running in minutes

Create a free account

Search and add positions

Type a company name to search our database of 3,400+ private companies. Select your entry stage, investment amount, vehicle, and optional carry details.

See your portfolio update automatically

As companies raise new rounds or approach IPO, your stage progress and MOIC calculations update automatically using our live database.

Configure alerts to stay informed

Choose which events trigger alerts and how you receive them — in-app, daily digest, or immediate email. Never miss a funding round or lock-up expiry.

Common questions

What is a pre-IPO portfolio tracker?

A pre-IPO portfolio tracker lets private market investors log and monitor investments in companies before they go public. Unlike brokerage portfolios, pre-IPO investments are illiquid — their valuation comes from funding round data, not live market prices. The tracker shows your entry stage, current company stage, estimated MOIC, and flags key events like lock-up expirations.

How does TechStackIPO calculate MOIC for pre-IPO investments?

MOIC (Multiple on Invested Capital) is calculated using the company's latest known valuation from our database combined with your entry details. If you entered at Series A with an implied valuation of $100M and the company is now valued at $500M, your gross MOIC is 5×. Post-carry MOIC accounts for carry percentage and hurdle rate if you're investing via an SPV.

Can I track SPV investments?

Yes. The tracker supports direct equity, SPV, secondary purchases, and employee shares. For SPV investments, you can specify a carry percentage (e.g. 20%) and hurdle rate to compute accurate post-carry returns. This is important for understanding your actual net returns versus headline MOIC.

What types of alerts does the tracker send?

Alerts cover: new funding rounds, leadership changes, IPO filings (S-1, roadshow), lock-up expiration countdowns (30d/14d/7d), regulatory news, secondary market activity, customer wins, and general market events. You can configure sensitivity and delivery method per company and alert type.

Is there a limit on how many companies I can track?

Free accounts support up to 50 positions. Each position can represent multiple tranches, investment vehicles, and independent alert settings. This covers the vast majority of angel and early-stage VC portfolios.

Is my portfolio data private?

Completely. Your portfolio is private to your account, not indexed by search engines, and not shared with third parties. Your holdings, investment amounts, and notes are only accessible when logged in. TechStackIPO does not sell or share individual portfolio data.

How is this different from a regular brokerage portfolio?

Brokerage portfolios track public securities with real-time prices. Pre-IPO investments are illiquid — there's no daily quote. TechStackIPO estimates value using the latest funding round data, tracks stage progress (not price), and focuses on the path to exit (IPO or acquisition) rather than daily P&L.

Track Your Pre-IPO Portfolio

Everything a private marketinvestor actually needs