For angels
Your documents do the work your spreadsheet never could.
Positions, valuations, and tax records that stay current on their own. GoodStream reads what already lands in your inbox and builds the defensible record of your whole book - no data entry, no analyst, no 47-tab spreadsheet.
Sound familiar?
The spreadsheet that got away from you
It started as a simple tracker. Now it's 47 tabs, broken formulas, and data you haven't touched since the last funding round.
Six-figure decisions on stale numbers
A portfolio company asks for a bridge. You're deciding on financials from three quarters ago, because that's what the spreadsheet remembers.
Tax season becomes a second job
K-1s, cost basis, capital calls: scattered across email, PDFs, and the folder you can never find.
The back office
Some investors hire someone for this.
The best-run personal portfolios we know have a person behind them - a personal CFO who files every document, keeps every position marked, and hands the accountant a clean package in January. That person costs more per year than most portfolios can justify. GoodStream is that person's diligence, built into software - with a real team behind it.
Every SAFE, statement, and update is read, extracted, and validated as it arrives; anything below the confidence bar is verified by our review team, under strict confidentiality, and our human reviewers get us the rest of the way to 100%, before it enters your record.
Three jobs
Three jobs, handled.
Job one
Worth, known.
Every position carries its current value - the round's terms, your ownership, the SAFE caps and discounts - traced to the documents that set them. When anyone asks what your book is worth, you answer from the record, not from memory.
Job two
Taxes, handed off.
Cost basis, K-1 support, distributions, capital calls - assembled into clean, source-traced entries your accountant can actually post. You share a link; they verify against the original document. Tax season becomes a handoff, not a second job.
Job three
The record, kept.
Every SAFE, side letter, and conversion is filed and connected the day it lands in your inbox. The record stays complete on its own - so a bridge decision lands on current numbers, not on what the spreadsheet remembered from three quarters ago.
Your book
Always currentThe service
A platform with a team inside.
Behind the software is a team. When the models can't agree on a value from one of your documents, a trained specialist settles it. When two documents disagree, a person finishes the reconciliation. And the agents underneath are refined continuously, learning new document types as they appear. You never see the queue; you just see a book you can trust.
This is not another app to maintain. The platform, the agents, and the reviewers arrive together - one service that hands you back the time.
When models disagree
A specialist settles it.
Hard documents get read twice, by independent models. When they disagree, a trained reviewer makes the call - under strict confidentiality, before the number reaches your book.
When documents disagree
Someone finishes the job.
A SAFE says one thing, the next round's cap table another. A person reconciles it, and the record shows how it was settled - you never inherit the loose end.
Always
It keeps getting smarter.
Our team refines the agents on new document types continuously, so the odd formats in your inbox stop being odd.
It is the closest thing to having that person on staff - without making the hire.
Built to be a no-brainer.
The Angel plan is $99/month, built for individuals investing their own capital - the same engine, the same provenance, and the same review team behind every number.
Your portfolio deserves better than a spreadsheet.
30 minutes, your own documents, and you'll see the whole book assembled.