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.
Connections
Our software eliminates manual requests by connecting to your portfolio companies’ accounting system.
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.
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
Comparison Reports
We publish comparison dashboards to include benchmarks and median values so that you can better assess performance.
Monitor performance data at the portfolio-company level.