Portfolio Company Monitoring and Reporting

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

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.


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



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



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.


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


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.

Hear from our clients and partners

The FinStrat Difference


Delegate ALL fund accounting and back-office administration tasks.


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


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


We employ multiple quality assurance protocols.


We incorporate benchmarks and performance metrics selected by fund managers.


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


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


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


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

Monitor performance data at the portfolio-company level.