Meet Pref: AI memory for private investments
Pref gives Claude and ChatGPT superpowers to understand my investments.
I’ve made 70+ angel investments since 2015. I tracked them in a spreadsheet that was half up to date at best. Everything else was buried in emails or fund admin platforms. When I got married, I realized that if my wife ever needed to know what we actually own, well, good luck!
More robust portfolio tools I’ve tried always felt like overkill and a second job.
I was already dropping investor updates into Claude. It could summarize a quarter in seconds. But the question I usually cared about was, “Did they do what they said they’d do last quarter?” To answer that, I was back in my inbox hunting for the previous update.
So I built Pref. It’s persistent memory for my private investments across all the AI tools I use. It has smart prompts and workflows under the hood, so my AI knows where to look, what’s worth saving, and what to compare against the last update.
The magic is that Pref keeps up so I don’t have to. Everything about a deal is scattered across email, portals and old chats. I ask about a deal, and I get a short summary of where it stands and I can probe deeper if needed.
- “What K-1s do I still need to collect and send to my accountant?”
- “How do I share my private investment holdings with my wife or advisor?”
- “What’s new across my portfolio?”
- “Where has my portfolio performed best?”
- “Which funds still have capital left to call?”
- “What investments have I made through my Solo 401(k)?”
Pref is in beta. Try it and tell me what you think.