Track across projects.
Shared projects and outside holdings, together.
For passive investors
Track capital and distributions across projects—including investments outside Stateful.
Unlimited properties & LLCs
Illustrative records · Not current valuations or projected returns.
Shared projects and outside holdings, together.
Track capital contributed and distributions received.
Find distribution statements and shared tax documents.
A little more detail
You record and maintain outside holdings yourself. This does not imply automatic connections to other investment platforms.
Your view follows the access granted to you. Investor access is limited to the appropriate entities and investor records.