Metrics keep getting better


Convert KPIs to home currency

We’ve made a couple of improvements to Metrics this month, such as the ability to convert portfolio KPIs in your home currency.

December 2019


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Invest in an asset through multiple funds


Track common investments across funds

Now connect an asset with multiple funds and avoid duplicating underlying data like portfolio metrics.

December 2019


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Improving portfolio teams: Adding members and onboarding


Onboard new members easily

You no longer need to add members to each asset manually. To make onboarding effortless, members with fund access can simply add themselves to an asset with the ‘join’ option.

December 2019


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Customize it with Custom Fields


Fundwave custom fields

Track anything and everything with custom fields. Add your portfolio company's investment date, or the founder's contact details. Like to give your company an overall health grade? Add a new dropdown list with custom options.

November 2019


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Manage Metrics


Fundwave manage metrics

We've made it easier to create metrics. With the latest release, you can now define an aggregation type and also add quick descriptions.

November 2019


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Do it all with Excel Add-In


Fundwave Excel addin

Sharing made easier for your portfolio CFOs. Now also collect text updates and files along-with metrics, directly via Excel. Check it out on the Microsoft Office Store.

November 2019


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Every Timeline has a Story


Fundwave timeline

Start by recording where it all began - the date and amount of investment. Go on to track more events - follow-on investments and valuations. Close the chapter by booking realizations as your investment matures.

October 2019


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To Series C and Beyond


Funding Rounds

Tracking your portfolio's fundraising history just became easier. Now record key details like pre-money, post-money and more.

September 2019


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Record Internal Updates (Feed)


Feed

Keep your team in the loop, always. Share important updates and files, tag team members and more.

September 2019


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Asset Details. Refreshed


Asset Details

It is now easier to track key info like co-investors, board seats, founder details, social media handles and more!

September 2019


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To IRRs and Beyond


Investment summary

Slice and dice investments for actionable insights. Group by sector, country, vintage & more.

September 2019


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Introducing Granular Metrics


Introducing granular metrics

Enter the next layer of data to obtain rich and actionable insights. Collect region-wise revenue, or track profitability at a product level. Only with Fundwave Portfolio Management.

July 2019


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Collect Metrics using Xero


Sync and collect metrics with Xero

KPI collections made easier. Your portfolio companies can now directly connect Fundwave with Xero and share the latest financials with you at a single tap.

April 2019


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All Metrics, Together!


Metrics overview

With the new metrics overview, access raw data and export all your portfolio KPIs to Excel at a single tap.

March 2019


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Untangle your Mailbox


adding comments

No more back and forth emails. Reach out and engage your portfolio CFO’s directly on Fundwave.

March 2019


Website Integrations


Custom embed buttons

Provide seamless access to your investors and portfolio companies, via custom Fundwave buttons on your website.

March 2019


Customize now

Collect Metrics using Quickbooks


Collect metrics using QuickBooks

KPI collections made easier. Your portfolio companies can now directly connect Fundwave with QuickBooks and share the latest financials with you at a single tap.

February 2019

Every Data Point Tells a Story


Dashboards

Identify key trends and outliers.
Obtain instant insights about your portfolio companies and stay ahead of the curve with Fundwave dashboards.

January 2019


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The Single Source of Truth


Requests overview

Manage your portfolio updates with the Fundwave Requests Overview.
Create requests, send reminders and collect regular updates from all your companies, from a single dashboard.

November 2018

Stay in Loop


Collect portfolio metrics, files and text updates seamlessly.
Communicate better with your portfolio companies by collecting what you want, when you want.
Your portfolio CFO’s will thank you for it.


Meet the new Fundwave Portfolio Management Platform.

A new way to collect, create and share.
Built for the modern manager. Built for you.

What’s new?
New features - Portfolio Submission

Stay tuned for stunning updates!

October 2018

Metrics


Manage Metrics

Select from a range of sample metrics or create your own metrics to analyze the performance of your portfolio companies.

October 2016

Portfolio Company Updates


Have you ever felt the need of an organized way to record everything important related to your portfolio companies? Say, a competitor raised a new round or that the company has decided to step on the sales. There’s great news if you did, because our new Portfolio Updates help you with just that. Introducing new flexible widgets that you can drag and drop on your analysis dashboards.

Update Page

You could use it like an internal wall to discuss an exit strategy or market update, and walk in to a board meeting better equipped. Or pull the important updates on a report that you send to your investors. Or do both.
Check it out on your Fundwave instance by choosing Updates on the menu.

September 2016

Portfolio Metrics Add-in for Excel


Help your portfolio companies report smarter with our Portfolio Management Software. Instead of manually entering portfolio metrics on a web browser, your portfolio companies can directly submit their metrics from their spreadsheets using our Portfolio Metrics Add-in for Excel. Finally, you can spend less time collecting data and give more time to analysis of your data.

Portfolio Metrics

Get it from the Microsoft office store.

August 2016

Tasks for Portfolio Companies


Edit Submission

Schedule and assign your portfolio companies to submit their key metrics or files through Fundwave.

July 2016


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