Every investment.
At a glance.
finvantage is the equity investment platform for family offices, asset managers and wealth managers. Manage investments, pitches and reports in one central cockpit — clear, secure and brand-compliant.
Up and running in four steps.
From registration to your first portfolio report — in minutes, not weeks.
Create account
Register with your email address. Your data is encrypted from the very first second.
Set up portfolio
Create your portfolio structure — by entity, fund or holding. Enter existing data manually; CSV import is planned.
Add investments
Record your investments with valuations, cap tables and documents. Track distributions, dilution and performance.
Use cockpit
Your dashboard shows key figures, performance charts, upcoming events and your reports — all in one place.
Everything a modern investment cockpit needs.
From the first pitch evaluation to the distribution booking — finvantage covers the complete lifecycle of an investment.
Portfolio Cockpit
Up-to-date overview of all investments with key figures, value development and asset allocation, calculated from your recorded valuations.
Deal Flow Management
Kanban board for pitches, due diligence processes, term sheets and stage gates — from first contact to closing.
Cap Table Tracking
Shareholder structures, funding rounds and dilution documented in detail — including historical cap tables.
Data Room & Documents
Secure document storage with categorization, isolated per mandant.
PDF Reports
Performance reports as PDF at the push of a button, configurable per mandant. Tax reports and white-label are planned.
Enterprise Security
Sign-in with Google or Apple, GDPR-compliant data hosting in Germany and an append-only audit log of account activity.
See what your dashboard looks like.
An illustration of the cockpit you will work with every day.
| Company | Sector | Invested | Value | IRR | MOIC |
|---|---|---|---|---|---|
| MediTech Ventures | HealthTech | € 1.2m | € 2.4m | +32.1% | 2,0x |
| NovaBridge AI | Enterprise AI | € 800k | € 1.9m | +28.4% | 2,4x |
| GreenGrid Energy | CleanTech | € 2.0m | € 3.1m | +18.7% | 1,6x |
| PayFlex | FinTech | € 500k | € 1.5m | +41.2% | 3,0x |
Portfolio value from your recorded valuations and number of investments — recalculated each time you open the dashboard.
Compare your portfolio against benchmarks. Spot trends early and make data-driven decisions.
Distributions, valuations, reports and new pitches — everything that matters, at a glance.
Built for private asset owners and professional managers.
Family Offices &
HNWIs
For individuals, families and single family offices who want to centrally organize their direct investments and fund allocations.
- Manage your entire portfolio
- Personal tax reports (planned)
- Calendar for AGMs and distributions
Asset Managers &
Wealth Managers
For multi-family offices, wealth managers and institutional investors with mandant structures and reporting requirements.
- Unlimited investments & mandants
- White-label reporting in your CI (planned)
- Role and permission management
- API access (OAuth 2.0); webhooks planned
- Dedicated onboarding manager
Transparent pricing. No surprises.
Start for free. Scale as your portfolio grows. Cancel at any time.
- Up to 5 investments
- Dashboard & portfolio view
- Calendar & watchlist
- Email support
- Tax export
- API access
- 3 Register Queries per Day
- 0 AI Credits per Licence Period
- Up to 25 investments
- Tax export (planned)
- Deal flow & due diligence
- Document data room
- Priority support
- 10 Register Queries per Day
- 50 AI Credits per Licence Period
- Unlimited investments
- White-label reporting (planned)
- Role & permission management
- Webhooks (planned)
- Dedicated customer success
- 15 Register Queries per Day
- 200 AI Credits per Licence Period
All plans in detail · Need a custom or enterprise plan? Book a demo
Ready to centralize your portfolio?
Get started in minutes with your finvantage account. Paid plans include a 14-day trial, no credit card required.