Portfolio view and syndicate back-office
Saral gives every investor a portfolio home across the companies that run on it — computed strictly within what each company has granted them access to.
On the demo company — Bharat Widgets
A demo investor’s portfolio: holdings, % fully diluted, invested vs estimated value — basis always labeled.
Real isolation
An investor sees their own position in their own companies — nothing of other companies, nothing of other stakeholders. Enforced at the database row level and proven in our test suite.
Honest valuations
Estimated values always name their basis: the latest recorded FMV, the last round price, or an explicit “no valuation on record”. Never a bare number.
Syndicate back-office
Commitments, percentage-of-commitment capital calls with notices, manual payment marking, deals linked to real ledger positions, and LP statement PDFs. NAV and unitization are deliberately out of scope for v1 — we say what we don’t do.
On the same ledger
Append-only
Every allotment, transfer or grant is an event. Nothing is edited or deleted — a mistake gets a reversing entry.
Exact decimal math
Share counts and ₹ amounts run on Postgres NUMERIC and decimal.js — never a JS float, so nothing rounds wrong.
Row-level isolation
Every table carrying tenant data is scoped by company_id at the database layer, not just hidden in the UI.
Point-in-time replay
Any cap table or register can be recomputed as of any past date by replaying the event log to that point.
The rest of the suite
- Cap table“The cap table is an Excel file. Three people have three versions. Nobody is sure which one the CS filed from.”
- ESOP“We promised ESOPs eight months ago. The scheme is a Word file, grants are emails, and nobody knows what has vested.”
- Compliance“We closed the round, celebrated, and found out later the PAS-3 clock was 15 days — not 30. Nobody told us about the funds lock either.”
- Fundraising“Diligence is forty emails, a Drive folder nobody can navigate, and a lawyer asking for the same cap table three times.”
See investors on the demo company
Bharat Widgets — the same ledger the diagrams above describe, live.