Investment portfolio dashboards | Vestd India, design preview
Investment portfolio dashboards

Track shareholdings & value.

Track ownership, dilution, portfolio companies, liquidity events and shareholder activity from one connected platform built for modern private market investors.

PORTFOLIO OVERVIEW
Startup A8.2% stake
Startup B4.5% stake
Startup C12.0% stake
Startup D6.8% stake
+18%
Portfolio value
Since last funding round
✓ Cap tables current
Liquidity event tracked

Trusted by thousands of startups and fast-scaling businesses just like you

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Returns, not reporting

How Vestd India helps investors focus on returns, not reporting

Everything investors need to track ownership, monitor portfolios, and evaluate opportunities, in one place.

Portfolio data lives across spreadsheets, emails, and data rooms
Centralised portfolio and ownership visibility
No single view of all investments
Consolidated investment dashboard
Investment documents are scattered across multiple systems
Secure, centralised document repository
Ownership changes become difficult to track
Real-time cap table and shareholder updates
Understanding investment performance takes too long
Live portfolio value, invested capital, and profit tracking
Future returns are difficult to estimate
Interactive valuation and profit modelling
Due diligence requires an extensive manual review
Structured ownership records and historical audit trails
Liquidity events lack transparency
Track buybacks, secondary transactions, and exits
Stakeholder communication becomes fragmented
Shared access across investors, founders, and advisors
Why modern investors choose Vestd India

Everything you need in one place

Track ownership, monitor portfolios, and evaluate opportunities, all from a single connected platform.

Portfolio visibility

Track ownership stakes, funding rounds, shareholder changes and portfolio activity from one platform.

Investment due diligence

Review ownership structures, shareholder history and equity records with greater confidence.

Liquidity and exit readiness

Monitor buybacks, secondary transactions and exit opportunities across portfolio companies.

Portfolio reporting

Organised, up-to-date data on your holdings, giving you clarity to make better decisions.

Know exactly where you stand

Vestd India gives investors one connected platform to track ownership, monitor portfolio companies, and act on what matters.

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Common questions

Frequently asked questions

How does Vestd India help investors?

Vestd India provides investors with a centralised platform to track ownership stakes, monitor cap tables, review shareholder records, and stay informed about funding rounds, ESOP activity and liquidity events across their portfolio companies.

Can investors use Vestd India to monitor dilution?

Yes. Vestd India gives investors visibility into ownership changes resulting from fundraising rounds, employee stock option plans (ESOPs) and other equity events, helping them understand how dilution may impact their holdings over time.

How does Vestd India support investment due diligence?

Vestd India centralises ownership records, cap tables, shareholder information and historical equity events, making it easier for investors to review company ownership structures and prepare for investment decisions, fundraising or exit events.

Do investors need a Vestd India account to receive or view their shareholdings?

Investors can be invited to access their ownership information through Vestd India, giving them a secure way to view their shareholdings, shareholder documents, and relevant equity updates.

Can Vestd India support companies at different stages of growth?

Yes. Vestd India supports companies from early-stage startups through to mature private businesses, helping manage ownership as new investors join, employee equity schemes are introduced, and the shareholder base grows.

Is investor information kept secure on Vestd India?

Yes. Vestd India stores ownership records, shareholder information and equity documentation in a secure, centralised platform with controlled access, ensuring sensitive information is only available to authorised users.