Portfolio Management, Streamlined

Track portfolio metrics, calculate fund KPIs, update investors & automate reporting, all within a single platform

No credit card required • 14 day free trial

Trusted by leading VC & PE funds

Designed exclusively for PE & VC funds

Collect portfolio company 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 KPIs (IRR, MOIC)

Automatically calculate all fund KPIs that investors need to know, such as MOIC, IRR & DPI. Simply upload your investments & valuations and IRR will be calculated for you.

Portfolio management & reporting

Find insights with company & fund reports. Compare the performance of portfolio companies, cut & dice your portfolio construction or create custom reports.

Exit planning & waterfalls

Build individual exit plans for each porfolio company. Calculate exit carry waterfalls and see dashboard analytics to understand fund lifetime returns.

Collaborative access

Add colleagues as users to collaborate and enhance information transparency. Limit access to specific modules or companies to protect confidentiality.

LP reporting

Streamline your investor reporting process by sending custom quarterly investor reports directly from Fundsheet, cutting reporting time by up to 50% each quarter.

Implementing Fundsheet has been transformative for our team. The automated data collection & LP reporting have saved a lot of team time. Adding members of the investment team to the app & controlling what they can see has been really useful for increasing transparency of information & our increased our collective data driven decision making capability. I’m glad we implemented it.

Josh  -  Pemba Capital Partners

Using Fundsheet has transformed how we handle our operations and portfolio analysis at Pulse 63. What impressed us most was the quick and effective support we received. Whenever we had issues or needed custom features, the Fundsheet team were quick to respond and even tailored the platform to suit our needs.

Abdul  -  Pulse63

Collect Portfolio Company Metrics

Portfolio management & reporting

One portfolio management software, one source of truth

Portfolio Metrics

Valuations

Fund Cashflows

Notes

Reports

Data Collection

LP Reporting

Cap Tables