Every cheque, SAFE and round, properly tracked
Asora gives venture-active families a structured view of direct startup investments, including dilution, valuation history and founder updates.
Know what you own after every priced round
SAFEs convert, stakes dilute, pro rata decisions come and go. Asora keeps the instrument, the price and your real ownership current at every step, so the venture book never drifts from reality.
- S
SAFE
$250k · $8m cap, 20% discount
Converts on the next priced round
- Se
Seed
$1.2m round · $14m post-money
Your stake: 2.1% fully diluted
- A
Series A
$8m round · $32m post-money
Diluted to 1.6% · pro rata declined
Illustrative figures.
Sound familiar?
What’s broken today
- 30 SAFEs in a spreadsheet, and nobody knows the real ownership after the next priced round
- Founder updates pile up in your inbox, then disappear the day you change email provider
- The venture book gets marked at cost for three years because nobody owns the refresh
And this is for you if…
- Families with active direct startup investing
- Founders investing personal capital
- Investment teams managing growing venture books
Real bookkeeping for angel, seed and venture positions
Instruments
Cap table snapshots and round history
Every investment captured with the right instrument, price and ownership, across rounds.
- 01SAFEs, notes, equity and options
- 02Round-by-round ownership history
- 03Pro rata and follow-on tracking
Valuation
Mark-to-last-round with overrides
Default valuations to the latest priced round, with override capability when you need a more honest view.
- 01Auto-mark to last priced round
- 02Manual overrides with audit trail
- 03Realised vs unrealised tracking
Updates
Founder updates and KPIs
Keep founder updates, KPI history and key documents next to the investment they belong to.
- 01Founder update inbox per company
- 02KPI tracking over time
- 03Document vault per investment
What good looks like with Asora
Always-current view of the venture book
Cleaner reporting on a notoriously messy asset class
Faster, better-informed follow-on decisions
“Everyone sees the same, up-to-date information. That transparency has changed how we communicate as a team and with the family.”
Lead Independent Trustee
Family Trust
Frequently asked
Do you model SAFEs and convertibles?
Yes. We track SAFEs and convertibles with discount, cap and conversion logic.
How do you value private companies?
By default we mark to the last priced round, with manual override and full audit history.
Where to go next
Related solutions
From the blog
- Alternative Investments Tracking for Family OfficesReal bookkeeping for angel, seed and venture positions.
- Private Asset Tracking Best PracticesMark-to-last-round and audit-defensible valuation policy.
- Direct Investing vs Private Equity FundsWhen families back startups directly instead of through funds.
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