Re-think Investing.
Level the playing field with exclusive access to early-stage companies. Manage your portfolio with dynamic KPI & milestone tracking and transparency-driven financial reporting. Lose the spreadsheet and manage your portfolio of privately held companies like a pro.
Re-think Investing.
Level the playing field with exclusive access to early-stage companies. Manage your portfolio with dynamic KPI & milestone tracking and transparency-driven financial reporting. Lose the spreadsheet and manage your portfolio of privately held companies like a pro.
Re-think Investing.
Level the playing field with exclusive access to early-stage companies. Manage your portfolio with dynamic KPI & milestone tracking and transparency-driven financial reporting. Lose the spreadsheet and manage your portfolio of privately held companies like a pro.
Platform Features
Built for Early-Stage Investors
Early-stage investing can be a roller coaster ride of ups and downs, but full of opportunities. Through a proven career of trial and error, successes and failures, we recognized the lack of support for early-stage companies and investors alike. We founded SUMS to help investors be, and founders get, the smart money*.
*SUMS is designed to increase transparency between private companies and their owners. We do not make recommendations on investments. Statements provided to investors are done so by the company and should be verified before making an investment decision.
Find Opportunities
Discover, research and invest in promising early-stage, science backed companies.
Grow Your Portfolio
Easily add to your existing portfolio with a simplified interface.
Investor Relations
You're an owner and SUMS companies know it! Stay engaged and informed by the company with real, meaningful updates.
Manage Your Investments in Privately-held Companies
Forget Excel. Get quarterly reporting and analysis from your portfolio of investments. Track key performance metrics and progress towards important milestones.
A.I. Assisted Analysis
SUMS leverages AI to streamline the process of company analysis.
Know Your Worth
With full cap table management and share price history, our investors know what percentage they actually own and how much it’s worth.
Investor Relations
You're an owner and SUMS companies know it! Stay engaged and informed by the company with real, meaningful updates.
A.I. Assisted Analysis
SUMS leverages AI to streamline the process of company analysis.
Know Your Worth
With full cap table management, our investors know what percentage they actually own and how much it's worth.
Platform Features
Built for Early-Stage Investors
Early-stage investing can be a roller coaster ride of ups and downs, but full of opportunities. Through a proven career of trial and error, successes and failures, we recognized the lack of support for early-stage companies and investors alike. We founded SUMS to help investors be, and founders get, the smart money*.
*SUMS is designed to increase transparency between private companies and their owners. We do not make recommendations on investments. Statements provided to investors are done so by the company and should be verified before making an investment decision.
Find Opportunities
Discover, research and invest in promising early-stage, science backed companies.
Grow Your Portfolio
Easily add to your existing portfolio with a simplified interface.
Investor Relations
You're an owner and SUMS companies know it! Stay engaged and informed by the company with real, meaningful updates.
Manage Your Investments in Privately-held Companies
Forget Excel. Get quarterly reporting and analysis from your portfolio of investments. Track key performance metrics and progress towards important milestones.
A.I. Assisted Analysis
SUMS leverages AI to streamline the process of company analysis.
Know Your Worth
With full cap table management and share price history, our investors know what percentage they actually own and how much it’s worth.
Investor Relations
You're an owner and SUMS companies know it! Stay engaged and informed by the company with real, meaningful updates.
A.I. Assisted Analysis
SUMS leverages AI to streamline the process of company analysis.
Know Your Worth
With full cap table management and share price history, our investors know what percentage they actually own and how much it’s worth.
Platform Features
Built for Early-Stage Investors
Early-stage investing can be a roller coaster ride of ups and downs, but full of opportunities. Through a proven career of trial and error, successes and failures, we recognized the lack of support for early-stage companies and investors alike. We founded SUMS to help investors be, and founders get, the smart money*.
*SUMS is designed to increase transparency between private companies and their owners. We do not make recommendations on investments. Statements provided to investors are done so by the company and should be verified before making an investment decision.
Find Opportunities
Discover, research and invest in promising early-stage, science backed companies.
Grow Your Portfolio
Easily add to your existing portfolio with a simplified interface.
Investor Relations
You're an owner and SUMS companies know it! Stay engaged and informed by the company with real, meaningful updates.
Manage Your Investments in Privately-held Companies
Forget Excel. Get quarterly reporting and analysis from your portfolio of investments. Track key performance metrics and progress towards important milestones.
A.I. Assisted Analysis
SUMS leverages AI to streamline the process of company analysis.
Know Your Worth
With full cap table management and share price history, our investors know what percentage they actually own and how much it’s worth.
Investor Relations
You're an owner and SUMS companies know it! Stay engaged and informed by the company with real, meaningful updates.
A.I. Assisted Analysis
SUMS leverages AI to streamline the process of company analysis.
Know Your Worth
With full cap table management and share price history, our investors know what percentage they actually own and how much it’s worth.
“SUMS is the only platform where I know what I own. It focuses on ensuring investors continue to receive regular, transparent updates from portfolio companies. That's valuable.”
“SUMS is the only platform where I know what I own. It focuses on ensuring investors continue to receive regular, transparent updates from portfolio companies. That's valuable.”
Mr. John I
Investor from Nova Scotia, Canada
For Investors
Investment potential meets accountability
Investment potential meets accountability
Everyone wants to be a part of the next big thing, but early-stage investing is risky. Investors often rely on perceived potential, a great story, and a charismatic founder. Once invested, regular company updates are few and far between. SUMS provides the numbers needed to help make informed decisions and keeps you in the loop on company progress and setbacks.
Everyone wants to be a part of the next big thing, but early-stage investing is risky. Investors often rely on perceived potential, a great story, and a charismatic founder. Once invested, regular company updates are few and far between. SUMS provides the numbers needed to help make informed decisions and keeps you in the loop on company progress and setbacks.
Detailed Portfolio Management
Detailed Portfolio Management
SUMS manages your individual portfolio and provides a view of its current value.
SUMS manages your individual portfolio and provides a view of its current value.
How much you own
What it’s worth
How much it’s grown
Company Performance Metrics
Company Performance Metrics
SUMS facilitates up-to-date reporting on financials and key performance indicators (KPI), making it easy to discover, research and invest in promising early-stage, science backed companies.
SUMS facilitates up-to-date reporting on financials and key performance indicators (KPI), making it easy to discover, research and invest in promising early-stage, science backed companies.
Financial reports include relevant analysis
Get metrics that matter so you can understand and measure progress
Need definitions for unique industry terms? All company-specific metrics are explained and detailed for ease of understanding
The SUMS Platform
Networking like-minded investors with ambitious companies
Networking like-minded investors with ambitious companies
SUMS was created to galvanize the investment community of investors and founders, providing the tools and information required to solve many of the challenges faced in early stage investing. By doing so we will improve the fluidity of capital to early-stage companies and level the playing field for founders and investors alike.
SUMS was created to galvanize the investment community of investors and founders, providing the tools and information required to solve many of the challenges faced in early stage investing. By doing so we will improve the fluidity of capital to early-stage companies and level the playing field for founders and investors alike.
Join SUMS today
Join SUMS today
Manage your current portfolio or build a new one. Join SUMS to a part of what's next.
Manage your current portfolio or build a new one. Join SUMS to a part of what's next.
Re-think Investing.
Company
© 2023 SUMS Capital. All rights reserved.
Re-think Investing.
© 2023 SUMS Capital. All rights reserved.