Portfolio Management That Works

Track the metrics that matter

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

Stay in loop

Communicate better with your portfolio companies by collecting what you want, when you want

A bird's eye view

Create requests, send reminders and collect regular updates from all your companies, from a single dashboard

Report to impress

Create custom reports so that your investors never miss out any information

Captables

Analyze percentage of ownership, dilution, and fully diluted stake in each round of investment

Valuations

Model exit valuations for your portfolio companies at just a tap