How do I get my AngelList Portfolio onto Distributary

This doc will walk you through how to enable Distributary to build your balance sheet and single source of financial truth. 

First, you may wonder why we need access to AngelList? Private assets tend to be unregistered, and the terms which define economics and control are bespoke and most custodians don't offer services to interpret this information widely. Further, AngelList investments are generally executed through a Series LLC - to understand what you own, we've built simple models and analytic tools to translate these documents into ledger, surfacing your rights and enabling you to include these private assets in your financial plans.

Angel.co Invest

  1. Within the "Invest" section at Angel.co, select the three dots in the header and chose "Team Members"
  2. Select "Add Team Members" , 
    1. enter Auto Advisor in the Full Name field 
    2. enter auto_advisor@distributary.io to the email address field. 
    3. Be sure to only select "view all areas of your invest account" when making this addition
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