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Portfolio + Portal

Scale portfolio monitoring and investor relations securely.

Portfolio + Portal Seed

Portfolio Management and Investor Portal combined to for a world-class performance tracking, KPI monitoring and investor communications platform.

Starts at
$750/mo
-16.67%
Includes 1 fundAdditional funds start at $750

Includes:

  • AUM upto $50mn per fund
  • Cashflow and IRRs
  • KPI monitoring
  • Captable management
  • Round projections
  • Multi-currency support
  • Custom reporting
  • Upto 100 MB / file
  • Personalized URL
  • Publish metrics
  • Custom branding
  • Multiple users per investor

*Cost shown does not include the required, one-time Seed Onboarding for a fee of $1,500.

Popular Choice

Portfolio + Portal Growth

Advanced controls and flexibility with reporting and projections with Portfolio and Portal Growth tiers.

Starts at
$1,200/mo
-16.67%
Includes 1 fundAdditional funds start at $1,200

Seed plus:

  • AUM upto $250mn per fund
  • Cashflows across funds
  • Granular KPI monitoring
  • Exit waterfall
  • Jcurve projections
  • Advanced reporting
  • Watermarks
  • DocuSign for GPs
  • Granular permissions
  • Dashboard across funds
  • Preview as an investor

*Cost shown does not include the required, one-time Growth Onboarding for a fee of $2,500.

Portfolio + Portal Enterprise

A flexible portfolio and investor portal software for advanced permissions & security

Starts at
Custom

Growth plus:

  • Custom SAML Single Sign-On
  • Premier support
  • US, EU & APAC data residency
  • Live onboarding training
  • Customer success manager
Features
Portfolio + Portal Seed
$750/mo
Portfolio + Portal Growth
$1,200/mo
Portfolio + Portal Enterprise
Custom
AUM
Upto $50mn per fundUpto $250mn per fundUnlimited
Investor management
100 investors per fund250 investors per fundUnlimited
Custom fields
Upto 20 custom fieldsUnlimitedUnlimited
Contact management
Bank details
Custom logo
Custom colors