One ownership view for every entity you touch
Portfolio is the home screen of Forge — a real-time, consolidated view of every company, fund, SPV, and grant in your world. No spreadsheets. No reconciliation.
Why it exists
Most founders and operators run more than one entity. The ownership data lives in five places — a lawyer's cap table, a personal spreadsheet, a stale PDF, the founder's memory, and an email thread. Portfolio collapses all of that into one canonical view.
What you get
Unified position view
Total fully-diluted ownership across every entity, refreshed the moment the underlying data changes.
Live valuations
Mark-to-market by last round, secondary, or your own override — with full audit trail.
Concentration & exposure
See your exposure by sector, vintage, stage, and stakeholder relationship at a glance.
Snapshot history
Every portfolio state is versioned, so you can answer 'what did I own on this date' instantly.
Designed for operators, not investors
Carta, AngelList, and traditional cap table tools are built for fund administrators. Portfolio is built for the person who founded, operates, and holds equity in the companies — and needs to make decisions, not file reports.