AI Operating System for Angel Investors

Private holdings, made operational.

Upload subscription docs, K-1s, notices, and transfer paperwork. Human Layered tells you what you own, what changed, and what needs action.

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πŸ”’ Private by designπŸ‘€ Built for investorsπŸ“„ Structured from source documents
H.
Overview
Holdings
Documents
Updates
Actions
Ask HL
Alex Morgan
Overview
HoldingsView all
CompanyInstrumentPlatformStatus
NorthbeamSeries B PreferredAngelList● Active
MercurySeries C PreferredAngelList● Active
LinearSeries A PreferredWefunder● Active
HarborSeed SAFEDirect● Active
FrameSeed Conv. NoteAngelList● Active
Showing 5 of 27 holdings
Recent changesView all
Founder update
Northbeam updated their roadmap
2h ago
Filing alert
Mercury filed its 10-K
5h ago
Transfer notice
Linear issued a transfer notice
1d ago
Tax doc requested
Harbor requested 2023 K-1
2d ago
Cap table update
Frame posted a cap table update
3d ago
Action queueView all
☐ Provide 2023 K-1 to CPAMay 24
☐ Sign transfer documentsMay 27
☐ Confirm tax mailing addressMay 30
☐ Review and sign consentsJun 3
Go to actions β†’
AI briefToday ↓

3 changes Β· 2 actions Β· 1 request

Mercury filed its 10-K. Linear issued a transfer notice. Harbor requested your 2023 K-1.

Upcoming

β€’ 3 deadlines in the next 7 days

β€’ 1 tax document requested

β€’ 1 transfer requires your signature

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What the product actually does

1. What you own

We resolve your holdings across platforms into clean, connected ownership context.

CompanyInstrumentPlatformOwnership
NorthbeamSeries B PreferredAngelList0.45%
MercurySeries C PreferredAngelList0.32%
LinearSeries A PreferredWefunder0.80%
View holdings β†’

2. What changed

We monitor company signals, filings, notices, and updates that affect your positions.

Mercury filed its 10-KMay 20
Linear issued a transfer noticeMay 19
Northbeam updated roadmapMay 19
Harbor requested 2023 K-1May 18
View all updates β†’

3. What to do next

We surface deadlines, blockers, and required documents so nothing slips.

Provide 2023 K-1 to CPAMay 24
Sign transfer documentsMay 27
Confirm tax mailing addressMay 30
Review and sign consentsJun 3
View action queue β†’
How it works
1

Upload investor documents

Bring in K-1s, subscription agreements, notices, and statements from your existing workflow.

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2

Resolve each holding

We map documents to the right company, position, and ownership context.

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3

Get briefs and next steps

We monitor changes and surface deadlines, blockers, and actionsβ€”so you can act with confidence.

Ask Human Layered

Your always-on agent for private holdings.

Which holdings need attention this week?What deadlines are coming up?Am I ready if this company lists?Why does my K-1 show a loss?
Upcoming actions

3 deadlines in the next 7 days

1 missing tax form (Harbor 2023 K-1)

1 transfer notice requires your signature

Ask a follow-up…
Portfolio Leverage

Human Layered helps you unlock more value across your portfolio.

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Hiring introductions

Get warm intros to operators and executives from your portfolio network.

🀝
Customer introductions

Identify relevant customers across your portfolio companies.

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Follow-on signals

Track traction, financing, and milestones that inform your follow-on decisions.

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Cross-portfolio learning

See what's working across your companies. Share insights that scale.

Get started today

Know what you own. Know what changed. Know what to do next.

Upload your first document and Human Layered resolves the holding, starts monitoring, and surfaces everything that needs your attention.

Upload a documentSign in to your portfolio β†’