See your whole portfolio as one clear picture.

Invized turns every company's reports into one ownership-weighted view. Track impact and financial metrics across your portfolio, trace every number to its source, and see the whole picture without chasing spreadsheets.

Free to start. No credit card.

Product screenshotThe portfolio pie, reports, and metrics.
Trusted by
Your logo here
Your logo here
Your logo here
Your logo here
Your logo here
Your logo here
Your logo here
Your logo here
Your logo here
Your logo here
Your logo here
Your logo here
Your logo here
Your logo here
Your logo here
Your logo here

Your scattered reports hold the key to one clear picture.

Every company reports differently. Invized normalizes their impact and financial metrics into one portfolio view, weighted by your ownership, so you can compare companies on the same terms and spot what's moving.

Portfolio

Ownership-based view of your portfolio

See aggregated impact and financial metrics across every holding in a single pie, weighted by your stake in each company.

Ownership-based view of your portfolio
Provenance

Every number traces to its source

Each value links back to the company's own report. No black-box aggregation, so you can trust what the pie shows and show your work.

Every number traces to its source
Requests

Ask for the metrics you're missing

Request a metric a company hasn't reported yet, right from the portfolio. When they report it, it flows into your view.

Ask for the metrics you're missing

Everything you need to see your portfolio clearly.

Real capabilities today, built around one ownership-weighted view.

Impact and financial, side by side

Track both kinds of metric period over period, each tagged with who reported it: the company, you, or an AI estimate. Estimates stay separate from reported values.

Learn more
Metric detail and history

AI estimates are shown separately and never mixed into reported totals.

Reports from the companies you back

Companies publish updates and share them with your workspace. Read them in one place and open the metrics behind each one.

Learn more
A shared company report

You see reports a company has shared with your workspace.

Make sense of your portfolio.

Stop stitching together founder emails and decks. Invized gives you the portfolio as one traceable, ownership-weighted picture, updated as companies report.

The portfolio pie

One ownership-weighted pie

Every holding aggregated into one view, weighted by your stake in each company. Re-slice by metric, framework, or ownership.

A value and its source

Every number is traceable

Each value links back to the company's own report, so you can trust what the pie shows and show your work.

Metric history

Impact and financial together

Track both kinds of metric period over period, each tagged with who reported it.

A new value flowing in

Updated as companies report

When a company reports a new value or answers a request, it flows into your portfolio view.

Everything traceable. Nothing manual.

See your portfolio without chasing founders. Every number ties back to the source, and the view updates as companies report.

The ownership-weighted pie

Weighted by ownership

Every company's impact and financial metrics roll into a single ownership-weighted pie you can re-slice by metric or framework.

A value and its source

Trace every value

Each number links back to the company's own report, so you can trust the pie and show your work.

Requesting a metric

Request what's missing

Ask a company to report a metric they haven't yet, right from the portfolio, and it flows in when they do.

One portfolio. Every company.

Impact and financial reporting from all your companies, in one traceable view.

How Invized connects your portfolioA hub diagram of companies reporting into one view.

FAQs

Invized turns the reports your portfolio companies send into one ownership-weighted view of impact and financial metrics, with every number traceable to its source.

Each company's metrics are aggregated and weighted by your ownership stake, so you see the whole portfolio on the same terms and can re-slice by metric or framework.

From the companies themselves. They report their metrics in Invized, and each value links back to the report it came from.

Yes. Companies report their impact and financial metrics in Invized, and you see them aggregated across your portfolio.

Your data is private to your workspace. Sensitive financial and portfolio information is protected and only visible to your team.

There's a free tier to start and a Pro tier at $99. See the pricing section below for details.

Pricing

Start free as an individual investor. Pro adds team seats and a larger monthly AI credit allowance for firms.

FreeFor individual investors getting started.
$0to start
  • Track your whole portfolio
  • The ownership-weighted pie, re-sliceable
  • AI extraction with diff review
  • Monthly AI credits to get going
  • One workspace, just you
ProFor firms and growing teams.
$99per month
  • Everything in Free
  • Team seats with roles and permissions
  • A larger monthly AI credit allowance
  • Shared workspaces across your firm
  • Priority support

See your portfolio clearly.

Create a free workspace and see every holding as one ownership-weighted, traceable view.