# GoodStream - Full Reference

> The knowledge graph for private capital. Audit-ready valuations, from the documents and data you already have.

## The problem

Private-market investors run on documents: SPAs, SAFEs, charters, cap tables, board decks, K-1s, founder updates. The facts that determine what a portfolio is worth live inside those documents, so teams re-key them into spreadsheets, the spreadsheets go stale, and every quarter ends in reconstruction - for the valuation file, the audit, and the tax package. Senior people end up doing junior work, and the numbers still cannot be traced to their sources.

## What GoodStream does

GoodStream connects to email, drives, and data rooms and reads what already arrives. Every fact is extracted and validated at 96% agent accuracy, and our human reviewers get us the rest of the way to 100%, before it enters the record. The result is a living knowledge graph: every position, term, and valuation input, source-traced to the page of the document that set it.

It is a complete service, not just software. When independent models cannot agree on a value, a trained specialist settles it under strict confidentiality. When two documents disagree, a person finishes the reconciliation and the record shows how it was resolved. The agents are refined continuously as new document types appear. Customers never see the queue; they see a record that is already settled.

## For VC funds (https://goodstream.com/solutions/vc-operations)

Every quarter ends in the same three deliverables, built continuously from the documents the fund already receives:

1. Valuations, done. GoodStream assembles every input - the round, the terms, the ownership - from the documents themselves and produces the valuation, with every figure traced to its page.
2. Audit, ready. The file is already built before the auditor asks: reconciled across sources, disagreements flagged before they become findings, every number carrying its source, history, and validation status.
3. Tax and accounting, prepared. Books and tax teams get clean, source-traced data ready to post: cost basis, capital activity, distributions, K-1 support.

LP reporting and board materials draw from the same record, so every surface agrees.

## For angels (https://goodstream.com/solutions/angels)

The best-run personal portfolios have a personal CFO behind them. GoodStream is that person's diligence, built into software, with a real team behind it: every position's worth known and traced to source, taxes handed to the accountant as postable source-traced entries, and the record kept complete on its own as SAFEs, side letters, and conversions arrive.

## The Investor Graph (https://goodstream.com/platform/investor-graph)

Every SPA, SAFE, and cap table names the investors who sit beside you. GoodStream reads them, so a co-investor graph assembles itself from each customer's own documents, traced to its sources. Its value points at the investor side of the business, not the back office: knowing who is really in a deal before wiring (verified history from executed documents instead of directories and gossip), seeing a follow-on window while it is open, and proving a track record that does not need re-deriving when raising. The graph is live in production today; the workflows it will power are being designed with customers, deliberately, with permission at the center. Nothing moves without explicit permission from the data owner, sharing is initiated by the customer, and everyone can see what was shared, by whom, and when.

## Pricing (https://goodstream.com/pricing)

- Angel: $99/month. Individuals investing personal capital, up to 100 positions.
- Growth: $199/month. Funds with up to 50 portfolio companies.
- Scale: from $399/month. Funds with 51 to 250 portfolio companies. Includes MCP data access.
- Partner: custom. Firms with more than 250 portfolio companies.

Every plan is the full service: the platform, the trained agents, and the specialist review team, working together until every number in the record is settled. The tiers differ only in how much portfolio they cover, never in how much service is included. Quarterly reporting is included in every plan.

## Trust and security (https://goodstream.com/trust)

SOC 2 Type 2 examination completed (Security criteria, March 25 to June 25, 2026); report available under NDA. GDPR and CCPA alignment in progress. Data encrypted in transit and at rest. Customer documents are never pooled or sold; review happens under strict confidentiality. Every number in the product links back to the source document it came from, so auditors, accountants, and LPs can verify against the original rather than a reconstruction. Security detail: https://goodstream.com/trust/security - subprocessor list: https://goodstream.com/trust/subprocessors

## Proof

Techstars runs their portfolio on GoodStream in production - our investor, and our largest production deployment. Backed by Techstars, Keen Crypto, MUUS, and angels.

## Company

GoodStream is headquartered in New York. Founder and CEO: Keith Smith. About: https://goodstream.com/company/about - the founding story: https://goodstream.com/company/our-story - careers: https://goodstream.com/company/careers - contact: https://goodstream.com/company/contact or hello@goodstream.com. Demo: https://goodstream.com/demo (bring a financing and watch the record assemble itself).

## Insights (recent, https://goodstream.com/insights)

The Insights library covers valuations, LP reporting, provenance, and fund operations. RSS feed: https://goodstream.com/rss.xml. Recent posts:

- One Year In: What Building an AI-Native Company Actually Changed (2026-09-13): https://goodstream.com/insights/one-year-in-building-ai-native-soc2-type2
  A year after starting GoodStream, a clean SOC 2 Type 2 report and seven things about building an AI-native company that surprised a seventh-time founder.
- Build the Dashboard, Then Point It at Verified Data (2026-09-10): https://goodstream.com/insights/build-the-dashboard-point-it-at-verified-data
  VCs are building their own portfolio dashboards. The numbers came out of documents, and one extraction pass gets them right about 63% of the time.
- Cognition Doubled in Four Months and the Quarterly Mark Didn't Move (2026-09-09): https://goodstream.com/insights/cognition-48b-quarterly-marks-guessing
  Cognition went from $26B in May to $48B in September. A fund that marks every 90 days is guessing most of the year. Read the paper the day it lands.
- Your Board Seat Map Should Build Itself (2026-08-19): https://goodstream.com/insights/board-seat-conflict-map-should-build-itself
  The DOJ spent a year on two a16z board seats. Two portfolio companies drifted into competition and no system flagged it. The paper was in the folder.
- Databricks Just Repriced Your Q2 Report (2026-08-14): https://goodstream.com/insights/databricks-190b-stale-marks-real-time-repricing
  Databricks closed at $190 billion while funds finish Q2 reports on a June 30 mark. The SPA and charter that show the new number are already in the folder.
- The VideoVerse Collapse Was Already in the Documents (2026-08-13): https://goodstream.com/insights/videoverse-documents-catch-what-ledgers-miss
  Minute Media's $250 million VideoVerse deal fell apart with tens of millions missing. The lender and investor could have seen it in paperwork they held.
- The Transparency Dividend Is Coming to Private Capital (2026-07-28): https://goodstream.com/insights/transparency-dividend-private-capital
  Reg FD looked like a compliance cost in 2000 and was paying off by 2005. GPs who can hand an LP a sourced number on demand are next to collect.
- Ingestion, Validation, and Evidence Are Baseline Expectations Now (2026-07-13): https://goodstream.com/insights/ingestion-validation-evidence-price-of-admission
  LPs assume the pipeline exists. What they want is proof, down to the page and paragraph, in seconds. Ingesting and validating no longer set you apart.
- The Information Asymmetry Tax Has Two Payers (2026-06-29): https://goodstream.com/insights/information-asymmetry-tax
  A cost that never shows up on a capital account statement. LPs pay it in smaller checks. GPs pay it in softer recommits and a longer next raise.
- Two Very Different LPs Wanted the Same Monthly Report (2026-06-23): https://goodstream.com/insights/transparency-rationing-cost-collapse
  An institutional CFO and an individual fund investor both asked for monthly reporting. It cost too much to produce, until now, and the reasons they gave were different.
- It's a Database. Why Can't I Look at It? (2026-06-18): https://goodstream.com/insights/lp-dinner-database-why-cant-i-look-at-it
  A veteran venture LP nearly missed a tender at more than 2x NAV because his marks update once a year. What stale data cost him, and what changes now.
- Information Asymmetry Has a Half-Life (2026-06-04): https://goodstream.com/insights/information-asymmetry-half-life
  The GP-LP information gap is decaying. ILPA templates, MSCI's LP summit, and a CSC survey where 76% of LPs put transparency first show how far it moved.
- The VC CFO Now Owns LP Trust, and It's the Hardest Job in the Firm (2026-05-26): https://goodstream.com/insights/vc-cfo-owns-lp-trust
  Founder reforecasts run through AI, hyperscaler comps, de-SPAC re-marks, LPs doing their own diligence. Every number in the LP letter is contested now.
- What LPs Will Ask After Eclipse's $2.5 Billion Cerebras Exit (2026-05-18): https://goodstream.com/insights/eclipse-cerebras-substrate-underneath
  Eclipse Ventures realized $2.5B on Cerebras. The LPs writing checks in 2026 want to know whether the rest of the book is run the same way, every day.
- Anthropic Voided Your Secondaries. The Issuer's Books Win. (2026-05-13): https://goodstream.com/insights/anthropic-void-secondaries-issuer-ground-truth
  $106B moved through US VC direct secondaries in 2025. On May 11 Anthropic declared unauthorized transfers void. What GPs, LPs, and fund admins do now.

## For AI agents

All pages are prerendered and readable without JavaScript. robots.txt welcomes AI crawlers. JSON-LD structured data is embedded on key pages. Scale and Partner plans include MCP data access so customers' own agents can query their portfolio data. For anything this file does not answer, https://goodstream.com/how-it-works and the pages above are the source of truth.