Investech
Investech: A focused web app for angel holdings, portfolio metrics, and UK SEIS/EIS records. Ranked #7 of 15 in Angel Investing Software by our editors (7.9/10); pricing: Free plan; best for solo angels tracking holdings and UK tax relief.
At a glance
- Editor score7.9 / 10
- PricingFree plan
- Best forSolo angels tracking holdings and UK tax relief
- Free planYes
- Paid from£9.99/mo
- Deal flow managementYes
- Facts checked24 Sep 2026
Where it wins
- Tracks equity, convertible loan notes, and SAFEs
- Records SEIS/EIS relief, certificates, and holding periods
- Exports portfolio records and shares them with an accountant
Where it doesn't
- Does not provide syndicate or SPV administration
- No diligence data room
- Available as a web app, with cloud deployment
Our verdict on Investech
Investech is a web app for individual angel and private-market investors managing startup holdings after investing. It records investment amounts, instruments, company details, valuations, and documents, while tracking UK SEIS/EIS certificates, relief, and holding periods. Its scope also includes monitoring portfolio metrics such as MOIC and IRR, managing a pipeline of potential investments, and sharing records with an accountant. That makes it a fit for solo and small investors who want holdings and tax records in one place rather than a system for administering a syndicate.
The plan structure ranges from Free to paid tiers. Free includes a portfolio dashboard and analytics, basic MOIC, ROI, and IRR metrics, plus CSV import and export. Pro costs £9.99 per month and adds a deal pipeline, task management and reminders, advanced analytics, and priority email support. Unlimited is listed at £16 per month and includes unlimited investments, complete functionality, and 30 AI summaries per month. The free tier offers a way to track a portfolio without a subscription; Pro is the step up for pipeline and follow-up tasks, while Unlimited is aimed at investors whose investment count or use of AI summaries calls for its added capacity.
The clearest distinction is between portfolio management and deal administration. Investech can store company documents and tax certificates, create AI-assisted research notes and digests, generate reports, and export portfolio records. But it explicitly does not provide syndicate or SPV administration, and it is not a diligence data room, fundraising marketplace, or investor CRM. Investors seeking individual portfolio records, UK tax-relief tracking, and accountant sharing should consider it; those coordinating syndicates or running diligence through a data room should choose a different type of product.
Your product? Our editors can test Investech in depth and publish a review, labelled as paid · from $149/mo →
Investech pricing
All 3 Investech plans and prices →
Investech fact sheet
| Free plan | Yes |
|---|---|
| Paid from | £9.99/mo |
| Deal flow management | Yes |
| Portfolio tracking | Yes |
| Syndicate management | No |
| Investor capacity | Not verified |
| Deal data room | No |
| Reporting and exports | Yes |
| Money-back guarantee | 7 days |
| Deployment | Cloud |
| Platforms | Web |
| Support | |
| Built for | Solo, Small business (editorial estimate) |
| Pricing | Free plan (source) |
| Website | investech.app |
| Facts checked | 24 Sep 2026 |
Alternatives to Investech
- AngelListA broad toolkit for angel groups and GPs managing SPVs or venture funds.9.2
- AngelOSA cloud workspace for angel groups coordinating deal review, investors and portfolios.8.8
- AngelflowWeb-based syndicate software for deal participation and SPV administration.8.6
See all Investech alternatives →
Investech vs the competition
- Investech vs AngelList
- Investech vs AngelOS
- Investech vs Angelflow
- Investech vs Seraf
- Investech vs Gust Investor Groups
- Investech vs Ventari
Compare Investech with any tool side by side →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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