# Investment tracking app builder | Cordango

> Build an investment tracking app without a dev team: holdings, valuation marks, distributions, multiples and return per year, against the same company records your other apps already use.

Source: https://www.cordango.com/apps/investments/
Language: en

[Cordango](https://www.cordango.com/) [App Library](https://www.cordango.com/apps/) Ventures

INV

# Ventures

A dozen angel cheques and a spreadsheet that’s a year out of date. Log each cheque, valuation and payout here, and the multiple and return work themselves out.

Official by Cordango

-   CATEGORY Finance
-   FOR Founders · Finance teams
-   USES YOUR COMPANY CORE Organizations

[Add to Cordango](https://app.cordango.com/start?app=investments) [The App Library](https://www.cordango.com/marketplace/)

 [![Ventures on Cordango: portfolio value, money invested, multiple and returns, with invested against value by sector](https://www.cordango.com/assets/templates/app-ventures-portfolio.png)](https://www.cordango.com/assets/templates/app-ventures-portfolio.png)

## What it does.

Founders who invest on the side, and companies that take stakes in their own clients, usually keep the record in a spreadsheet updated by hand. Each holding collects its cheques, valuation marks and the cash that came back, so today’s value has a dated reason behind it. Multiple, DPI and yearly return are calculated from those records, and the portfolio page totals value, invested and gain across the book. A company you hold is the same record as a client or supplier elsewhere in your workspace.

-   HOLDINGS One record per company with sector, stage, ownership and status
-   CHEQUES Every investment logged with round, instrument and date
-   MARKS Valuation history kept, so the current mark has a reason behind it
-   CASH BACK Distributions and exit proceeds recorded against the holding
-   RETURNS Multiple, gain and return per year calculated from the records
-   PORTFOLIO Value, invested and gain across the book, live

Use it to

Track investments See portfolio returns

Useful for

Founders Finance teams

## A closer look.

 [![Ventures on Cordango: best multiple, total gain, gain by sector and every holding ranked by return](https://www.cordango.com/assets/templates/app-ventures-returns.png)](https://www.cordango.com/assets/templates/app-ventures-returns.png)

## How it connects.

Every app here installs on its own and works on its own. Adding a companion is what makes both do more.

### Uses your company core

Every workspace already has these. Nothing to install, nothing to connect.

### Organizations

A company you hold equity in is the same record as a company you sell to or buy from, not a second list of names

## Details.

-   PUBLISHER Cordango
-   CATEGORY Finance
-   VERSION 1.2.0
-   STATUS Official
-   SAMPLE DATA Yes

MORE

## More in Finance.

![Expenses](https://www.cordango.com/assets/templates/app-expenses-overview.png)

EXP

### Expenses

Finance

The colleague who paid for the team dinner on their own card files one claim with the receipt, and can see when it’s approved and when they’re paid back.

→ https://www.cordango.com/apps/expenses/

![Invoices](https://www.cordango.com/assets/templates/app-invoicing-overview.png)

INV

### Invoices

Finance

Invoicing for a small agency or consultancy, done by whoever gets stuck with it at month end. Totals add up from the line items, and late ones show how late.

→ https://www.cordango.com/apps/invoices/

![Finance](https://www.cordango.com/assets/templates/app-finance-transactions.png)

FIN

### Finance

Finance

In a small company, somebody sorts the month’s money into categories before the accountant sees it. This is their ledger, and it shows where the money went.

→ https://www.cordango.com/apps/finance/

![Budget & Spend Tracker](https://www.cordango.com/assets/templates/app-budget-tracker-dashboard.png)

BGT

### Budget & Spend Tracker

Finance

A department head shouldn’t learn at quarter end that the budget is gone. They hear on a Monday instead, because committed money counts before it’s spent.

→ https://www.cordango.com/apps/budget-tracker/

![Purchase Requests](https://www.cordango.com/assets/templates/app-purchase-requests-pipeline.png)

PR

### Purchase Requests

Finance

A short form for anybody who needs to buy something, and the amount decides who agrees. A new chair stops at the manager, a new server goes all the way up.

→ https://www.cordango.com/apps/purchase-requests/

![Vendor & SaaS Management](https://www.cordango.com/assets/templates/app-vendor-flow-requests.png)

VEN

### Vendor & SaaS Management

Finance

IT usually hears about a new SaaS tool when the invoice arrives. Here the request passes a security review first, and every renewal comes with a warning.

→ https://www.cordango.com/apps/vendors/

[The App Library →](https://www.cordango.com/marketplace/)

NEXT

## Start with Ventures.

Every app here installs on its own and works on its own. Adding a companion is what makes both do more.

[Sign up →](https://app.cordango.com/start?app=investments) [The App Library →](https://www.cordango.com/marketplace/)