Portfolio Management

Portfolio Dashboard

• I invested in an SPV/RUV/fund. Where can I find out how many shares I own?
• How can I see more details about my rolling fund investment?
• Can I transfer my investments from one investment entity to another?
• I don't get enough updates from GPs on my investments. What can I do?
• Why is my dashboard empty even though I’ve made an investment?

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Valuations

• How are valuations determined for AngelList advised funds?
• My portfolio value changed. How can I see which investment caused this?

Distributions

• How will I be notified of a distribution?
• What delays the distribution of proceeds from a portfolio company’s exit event?
• Does AngelList distribute stock when a portfolio company goes public?
• Does AngelList distribute tokens?
• How does the Distributions process at AngelList work?