Skip to main content
ToolPotion
AI Advisor
Submit a Tool (Free)

Raziel

Raziel is an alternative asset management platform for investors and founders, offering a suite of financial calculators and portfolio tracking tools. It helps users manage private investments, including startups, SPVs, and funds, providing features like IRR, MOIC, and valuation tracking. The platform also supports founder-focused tools for investor relations, cap table management, and KPI tracking.

Visit Website
Share
Raziel screenshot
Raziel screenshot

Raziel is a comprehensive alternative asset management platform designed for both investors and founders in the private markets. It offers a robust set of tools, including 25 free investment and startup calculators, an API, and an MCP server, enabling users to perform complex financial math and access key financial metrics.

Read More

For investors, Raziel provides a centralized dashboard to track companies, funds, valuations, and returns across various private positions. Key features include a portfolio dashboard, valuations and returns tracking (IRR, MOIC, TVPI), AI document import for streamlined data ingestion, news and alerts on holdings, and management of entities and vehicles. It supports angel investors, venture capitalists, private equity firms, high-net-worth individuals, and family offices in managing their diverse portfolios.

Founders can leverage Raziel to run a fundraise-ready company, managing their investor pipeline, investor updates, cap table, and KPIs. The platform offers an investor CRM and pipeline, investor updates with open tracking, and tools for cap table, KPIs, and contacts. This helps founders stay organized and prepared between funding rounds.

Beyond the core platform, Raziel offers a free API and MCP server with 25 calculators covering metrics like IRR, XIRR, MOIC, CAGR, SAFE conversion, convertible notes, startup valuation, dilution, option pools, liquidation preference, QSBS, burn multiple, and rule of 40. These calculators are available for integration into apps or AI assistants, providing exact finance math without requiring an API key. The platform also includes a guide search, a glossary of private-market terms, and ready-made prompts for AI assistants.

Raziel prioritizes security, utilizing Google Cloud infrastructure, Cloudflare protection, mandatory multi-factor authentication, and private networking. User data is never used for AI model training, and the platform is actively working towards SOC 2 Type II and ISO 27001 compliance, while aligning with GDPR and CCPA practices. It offers both free and paid plans, with a free tier for founders up to 100 contacts and a 14-day free trial for investors.

  • CategoryFinancial Analysis Tools
  • Pricing ModelFreemium
  • DeploymentCloud
  • PlatformsWeb, iOS, Android

  • 25 Investment and Startup Calculators

  • Free API and MCP Server Access

  • Portfolio Dashboard for Private Assets

  • Valuations & Returns Tracking (IRR, MOIC, TVPI)

  • AI Document Import for Statements

  • News & Alerts on Company Holdings

  • Entities & Vehicles Management

  • Investor CRM & Pipeline

  • Investor Updates with Open Tracking

  • Cap Table Management

  • KPI Dashboard

  • Contacts & Groups Management

  • Workspaces & Permissions

  • Mobile App (iOS and Android)

  • Multi-factor Authentication (Mandatory)

  1. Create Account: Sign up for a free Raziel account, choosing between Founder or Investor plans.

  2. Import Data: Connect bank accounts, forward statements for AI document import, or manually add holdings.

  3. Track Portfolio: Monitor companies, funds, valuations, and returns through the centralized dashboard.

  4. Utilize Calculators: Access 25 free investment and startup calculators for financial analysis.

  5. Integrate API: Integrate the free API into your applications or AI assistants for finance math.

  6. Manage Investor Relations: Use CRM, pipeline, and update tools for fundraising and investor communications.

  • Startup Valuation Analysis
  • IRR and MOIC Calculation
  • SAFE and Convertible Note Conversion
  • Founder Dilution Tracking
  • Liquidation Preference Waterfall
  • QSBS Capital Gains Exclusion
  • Startup Runway and Burn Multiple
  • Investor Relations Management
  • Private Portfolio Tracking
  • AI Assistant Integration

Raziel Reviews

Loading...

Popular AI Tools Like Raziel

YCharts

AI Apps

YCharts is a web-based financial research and analysis platform designed for asset managers and advisors. It provides tools for building custom model portfolios and generating…

Financial Analysis ToolsFinance & Banking

Ranked #16 for Consultants

View Tool

AI Apps

Web-based financial research and analysis platform designed for asset managers and advisors. It provides tools for building custom model portfolios and generating…YCharts is a web-based financial research and analysis platform designed for asset managers and advisors. It provides tools for building custom model portfolios and generating…

Financial Analysis ToolsFinance & Banking
Ranked #16 for Consultants

FinanceGPT

AI Apps

FinanceGPT leverages generative AI, financial data, and expert knowledge to enhance financial decision-making. It offers AI-driven insights for asset management, financial…

Financial Analysis ToolsFinance & Banking

Ranked #32 in Financial Analysis Tools

View Tool

AI Apps

Leverages generative AI, financial data, and expert knowledge to enhance financial decision-making. It offers AI-driven insights for asset management, financial…FinanceGPT leverages generative AI, financial data, and expert knowledge to enhance financial decision-making. It offers AI-driven insights for asset management, financial…

Financial Analysis ToolsFinance & Banking
Ranked #32 in Financial Analysis Tools

FactSet

AI Apps

FactSet is a global financial data and analytics platform that provides investment professionals with integrated data, advanced analytics, and AI-powered insights. It empowers…

Financial Analysis ToolsFinance & Banking
View Tool

AI Apps

Global financial data and analytics platform that provides investment professionals with integrated data, advanced analytics, and AI-powered insights. It empowers…FactSet is a global financial data and analytics platform that provides investment professionals with integrated data, advanced analytics, and AI-powered insights. It empowers…

Financial Analysis ToolsFinance & Banking
See the Top 250 AI Apps

Koyfin

AI Apps

Koyfin provides comprehensive tools for advisors and investors to research markets, analyze portfolios, and create client-ready reports. It covers equities, ETFs, mutual funds,…

Financial Analysis ToolsFinance & Banking

Ranked #13 for Traders

View Tool

AI Apps

Provides comprehensive tools for advisors and investors to research markets, analyze portfolios, and create client-ready reports. It covers equities, ETFs, mutual funds,…Koyfin provides comprehensive tools for advisors and investors to research markets, analyze portfolios, and create client-ready reports. It covers equities, ETFs, mutual funds,…

Financial Analysis ToolsFinance & Banking
Ranked #13 for Traders

PitchBook Platform offers comprehensive private market data, research, and tools for venture capital, private equity, and M&A markets. It provides accurate market intelligence,…

Financial Analysis ToolsFinance & Banking

Ranked #2 for Investors

View Tool

Offers comprehensive private market data, research, and tools for venture capital, private equity, and M&A markets. It provides accurate market intelligence,…PitchBook Platform offers comprehensive private market data, research, and tools for venture capital, private equity, and M&A markets. It provides accurate market intelligence,…

Financial Analysis ToolsFinance & Banking
Ranked #2 for Investors

Daloopa

AI Apps

Daloopa is an AI-powered platform designed for investment professionals, providing trusted financial data and automation tools that streamline the investment research process. It…

Financial Analysis ToolsFinance & Banking

Ranked #23 in Financial Analysis Tools

View Tool

AI Apps

AI-powered platform designed for investment professionals, providing trusted financial data and automation tools that streamline the investment research process. It…Daloopa is an AI-powered platform designed for investment professionals, providing trusted financial data and automation tools that streamline the investment research process. It…

Financial Analysis ToolsFinance & Banking
Ranked #23 in Financial Analysis Tools

SimFin provides advanced financial data and analytics tools for market analysis. Access fundamental data for over 5,000 companies, screen stocks with custom filters, and backtest…

Financial Analysis ToolsFinance & Banking

Ranked #33 in Financial Analysis Tools

View Tool

Provides advanced financial data and analytics tools for market analysis. Access fundamental data for over 5,000 companies, screen stocks with custom filters, and backtest…SimFin provides advanced financial data and analytics tools for market analysis. Access fundamental data for over 5,000 companies, screen stocks with custom filters, and backtest…

Financial Analysis ToolsFinance & Banking
Ranked #33 in Financial Analysis Tools

Magnifi

AI Apps

Magnifi is an AI-powered investing platform that helps users search, compare, and manage their investment portfolios. With intelligent insights, it enables smarter investment…

AI Trading & Investing ToolsFinance & Banking

Ranked #42 for Traders

View Tool

AI Apps

AI-powered investing platform that helps users search, compare, and manage their investment portfolios. With intelligent insights, it enables smarter investment…Magnifi is an AI-powered investing platform that helps users search, compare, and manage their investment portfolios. With intelligent insights, it enables smarter investment…

AI Trading & Investing ToolsFinance & Banking
Ranked #42 for Traders
1 of 8