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Portfolio Company Monitoring and Reporting

We collect and report on portfolio company performance so you can focus on running your fund.

Home 9 Portfolio Company Monitoring and Reporting

Full Solution Suite

We offer a fully delegated, tech-enabled professional solution for venture capital portfolio company monitoring and reporting.

Data Collection

We handle all data collection requests on a white-labeled basis.

Connections

Our software eliminates manual requests by connecting to your portfolio companies’ accounting system.

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Customization

We can customize your dashboards to provide the greatest and most relevant level of detail, including custom metrics, preferred terminology, and relevant reporting periods.

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Normalization

Our accounting and finance staff curate and normalize disparate financial performance data.

Portfolio Building

We collect and migrate historical portfolio data. You can access your portfolio holistically or filter by custom fields.

Reporting

Our software makes it easy to create and share updates with your GPs and LPs.

Expertise

Your implementation is led by a dedicated manager, supported by a staff of accounting and finance professionals, including CFOs, CFA charterholders, and CPAs.

Dashboards & Investment Data

We publish dashboards for the balance sheet, P&I ratios, and performance metrics. We publish all salient investment details on a portfolio company and fund basis so boards to inc you don’t have to toggle to your cap table.

Comparison Reports

We publish comparison dashboards to include benchmarks and median values so that you can better assess performance.

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The FinStrat Difference

Time

Delegate ALL fund accounting and back-office administration tasks.

ROI

You’ll get improved visibility into your financial operations and greater scalability for just a fraction of in-house operations cost.

ATTENTION

Expect detailed and accurate reporting every time – it’s the only way we know how to operate.

ACCURACY

We employ multiple quality assurance protocols.

CUSTOMIZATION

We incorporate benchmarks and performance metrics selected by fund managers.

Access

Web-based reporting dashboard accessible via smartphone, tablet and desktop.

SUPPORT

Whether it be a Limited Partners last minute request or working with a third-party audit team – we’re here ready to help.

CONFIDENCE

We ensure your numbers are always in alignment, from performance metrics to waterfall calculations, so you’ll always have peace of mind.

SCALE

Our accounting team can grow with you, according to your specific needs and goals.

Monitor performance data at the portfolio-company level.

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