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Portfolio Management & Reporting

Tax & Accounting

Submitting supporting schedules for crypto-related taxable activities
What is a Form 1099-NEC?
How do I know if my investments made through AngelList qualify for QSBS treatment?
Where can I find my K-1s?
What is the Accounting Dashboard?

Portfolio Metrics

How is IRR calculated?
How are valuations determined?
How does valuation visibility work?
How are my portfolio metrics calculated?

Financial Statements & Documents

How do I view final investment documents?
What is a transaction review?
How do I upgrade to receive financial statements?
Portfolio Dashboard transition to Accounting Dashboard

This help page and the information contained herein is provided for informational and discussion purposes only and is not intended to be a recommendation for any investment or other advice of any kind, and shall not constitute or imply any offer to purchase, sell or hold any security or to enter into or engage in any type of transaction.

Investing in venture capital funds is inherently risky and illiquid. It involves a high degree of risk and is suitable only for sophisticated and qualified investors.

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