Management

Save time by unifying your portfolio
management process across your entire team.

One stop post-investment shop

A robust portfolio management tool consolidating spreadsheets, reporting, company communication and more to give your team the best view of portfolio performance.

Easily accessed information

Important information about your portfolio displayed in a variety of ways so that you get the big picture.

Complete company pages

Detailed metrics, organized documents, and communication boards; stay up-to-date with each of your portfolio companies on their very own Company Page.

Work with your Ecosystem

View your fund like never before. Intuitively review your portfolio performance and valuations. Then, make informed decisions.

Easily accessed Information

A robust portfolio management tool consolidating spreadsheets, reporting, company communication and more to give your team the best view of portfolio performance.

  • DASHBOARD

    Key numbers from your fund, recent investment activities, and a personalized news feed right on your homepage.

  • PORTFOLIO PERFORMANCE

    In-depth breakdown of everything to do with your fund - aiding in strategic decision making.

  • PORTFOLIO VALUE

    Beneficial display of portfolio value, company by company, investment by investment.

Comprehensive company pages

Detailed metrics, organized documents, and communication boards; stay up-to-date with each of your portfolio companies on their very own Company Page.

  • Company page

    Detailed overview of each company, their growth, and your investment history.

  • Over 50 metrics

    In-depth metrics that matter to you. Watch your company grow, however you measure it.

  • Collaborate

    Grant access to company contacts and allow them to update data at any time.

  • News feed

    View the latest concerning each company directly on their page. Pulled from trusted sources such as:

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Get Management

Management

$299

per funds per month

billed annualy
  • Dedicated company portals
  • Detailed portfolio valuation tracking
  • Aggregated investment reporting
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A harmonious experience linked to our dealflow solution

Pick up where you left off and automatically transfer company info, contacts, and investment information directly from your Deal Flow.

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