Investech review
A focused web app for angel holdings, portfolio metrics, and UK SEIS/EIS records.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Investech pros and cons
- 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
Investech fact sheet, pricing and score →
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