Set up custom financial or operating metrics for each portfolio company, automate data collection and track performance over time with interactive tables and charts.
Automatically calculate all fund Metrics and KPIs including IRR, TVPI, DPI, MOIC . Simply upload your investments and valuations to calculate the Metrics.
Find insights with readymade company and fund reports. Compare the performance of portfolio companies, cut and dice your portfolio construction, create custom reports and more.
Build individual exit plans for each portfolio company or for the entire fund. Calculate exit carry waterfalls and see dashboard analytics to understand fund lifetime returns.
Easily add users to collaborate across your firm and investor base. Assign access rights to specific modules or companies.
Streamline your investor reporting process by sending custom investor reports directly from Fundsheet.
Metrics
IRRs
Captables
Reports
Exit Modelling
Investor Portal
Portfolio Metrics
valuations
Fund Cashflows
Notes
Reports
Data collection
LP Reporting
Cap Table
