Organize sharp.
Invest sharper.
Whether you're tracking five startups or fifty, Treevah helps you prep quicker, follow up smarter, and stay focused on what matters: investing with conviction.
Let’s be real — it’s not that you’re disorganized.
You’re just reviewing a lot.
Decks, founder updates, SAFE notes, cap tables, due diligence files, scattered across inboxes and drives. You open three tabs just to prep for one call — and still can’t remember where that memo was saved.
It’s inefficient. But you shouldn’t need a full-fledged CRM just to track early-stage deals.
You just need a clearer way to manage the information that matters most.
That’s where Treevah comes in.
What You Can Do With Treevah
Separate your pipeline — but keep it connected.
Manage active deals, past investments, and exploratory notes in one organized space. Keep your angel investing structured without losing the fluidity that makes early-stage exciting.
Stay on top of deals — without digging.
See startup updates, financial docs, and notes side-by-side. With Treevah’s three-panel interface, you can track portfolio companies, prep for meetings, and make faster decisions — all in one calm, clear view.
Why Angel Investors Love Treevah
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Stop relying on color-coded Google Sheets and buried folders to track your angel deals. Treevah helps you visually organize your portfolio — by company, by stage, or by sector — and surface what matters most: updates, files, and timelines.
Whether you’ve invested in 3 companies or 30, Treevah gives your deal flow structure without complexity. -
Every new deal comes with a flood of files: pitch decks, data rooms, SAFEs, notes, intros. Treevah lets you drop everything into a focused layout where you can review, comment, and revisit quickly — without having to ask “Where did I save that deck again?“
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Juggling intros, feedback loops, and multi-round updates? Treevah helps you create lightweight deal boards or workflows to keep track of who needs a reply, who’s waiting on docs, and what’s coming next — all without adding another tool to your stack.
Not an angel investor?
Treevah works for anyone who juggles files.
Whether you're a researcher, freelancer, designer, manager, or just someone tired of clicking through endless folders, Treevah helps you:
Find the file you need — fast
See your work, not your mess
Organize the way your brain thinks
Built for real life. Not just one type of user.
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