Portfolio Management, Streamlined
Track portfolio metrics, calculate fund KPIs, update investors & automate reporting, all within a single platform
Trusted by leading VC & PE funds
Give your team & LPs actionable insights with reports & data from your funds, portfolio & investments
Portfolio Metrics
Valuations
Fund Cashflows
Notes
Reports
Data Collection
LP Updates
Cap Tables
Designed exclusively for PE & VC funds by industry experts
Collect & track portfolio metrics
Set up custom financial or operating metrics for each portfolio company, automate data collection & effortlessly track performance over time with interactive tables & charts.
Calculate fund returns
Efficiently calculate key fund KPIs like MOIC, IRR & DPI by uploading fund valuations & investment cashflows, all tracked over time. Automate reporting to LPs for increased transparency.
Automated reporting
Generate insightful reports like tear sheets, LP reports, benchmarking & more by integrating data from various sources. Save time & resources with reduced manual compliance & reporting efforts.
Enhance fund returns with insights
Leverage data from multiple sources to improve fund returns, utilize Fundsheet for efficient portfolio review meetings & save valuable insights & initiatives directly within the app.
Automate processes
Streamline compliance, reporting & follow-up processes to save time & resources & set up automated data collection from portfolio companies for enhanced efficiency.
LP communication
Ensure investor transparency by keeping LPs up to date with key fund information. Choose to send LP reports automatically or provide secure login access to the Fundsheet app.
Unlock operational efficiency with automations & reporting
Save time & money by reducing the time your team spends on collecting portfolio data & generating reports
Multiple features to reduce reporting time
From data collection to reporting, our tools streamline operations, enhance performance & transparency