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Upload investor documents
Bring in statements, subscription docs, notices, and tax forms from your existing workflow.
Human Layered
Upload private-market documents across Wefunder, AngelList, DealMaker, SPVs, and direct investments. Human Layered tells you what you own, what changed, and what to do next—with clear guidance for tax docs, deadlines, and transfer readiness.
Why this matters
Investor records are spread across portals, inboxes, PDFs, and tax packets. When transfer-agent notices, company updates, and filing deadlines are disconnected from the actual holding, it becomes hard to know what matters before it is urgent.
How it works
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Bring in statements, subscription docs, notices, and tax forms from your existing workflow.
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Human Layered extracts data, maps it to the right company and position, and builds a usable holding view.
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We monitor what changed and deliver operational guidance, so you can act without rebuilding context.
Product surfaces
Upload K-1s, subscription agreements, statements, and transfer notices. We turn raw files into clear operating context.
Each document resolves into a holding surface so position details, risk, and ownership context stay connected.
Company signals and filing changes are monitored continuously and translated into plain-language briefings.
Deadlines, tax tasks, and transfer-readiness work are tied to the exact position so nothing gets lost in email.
Get portfolio-aware answers grounded in your documents, with explanation and next-step guidance.
Agent support
Why does my K-1 show a loss?
Which holdings need attention this week?
What deadlines are coming up?
Is this company public yet?
Am I ready if this company lists?
What do I need to do next?
Built for
Angel investors
Operator-investors
Scouts and SPV participants
Small syndicate leads and tiny funds
Human leverage
Human Layered is not only about avoiding mistakes. It helps you learn from your portfolio, stay closer to founders, and turn long-duration holdings into better access, context, and opportunity.
Start now