Investors

Proprietary private market data and visualizations to take your portfolio to the next level.

Manage your portfolios

We know its time consuming to manage portfolios. We’re here to help—our technology makes the process much faster and easier. Our intuitively designed ASC 820 intake platform, complete with document uploads and status updates, is fast, intuitive, and provides secure data entry (good bye email!).

Get better data for better deals

Access unparalleled private market data you can’t get anywhere else. Run scenarios, get company valuation estimates that help you understand the potential of future investments, and gain a pulse on overarching market trends per vertical.

Coming soon

Soon, with initio you can:

Get a consolidated view of holding values.
Ensure your portfolio is supported using our proprietary simulation software.
Invite your early-stage clients to sign up with initio where they have an easy-to-understand intake form to get fast, secure, defensible valuations for less money.
Export data or leverage integrations for third-party financial reporting software.
Access an ever-increasing flow of available, relevant, real-time private market data that gives you a better idea of the value of your portfolio.
Get valuation reports and financial reporting documents customized just for you.