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Companies building portfolio monitoring software for venture capital firms for mid-market teams

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Company Description: portfolio monitoring software for venture capital firms

20 results · Refreshed monthly

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Company	Domain	Description	HQ Location
C Cobalt	cobalt.pe	Cobalt provides a self-service portfolio monitoring solution for the private capital markets. Their platform aims to redefine how private equity and venture capital firms manage their data, offering seamless collection, flexible reporting, and advanced performance analytics.	Norwalk, Connecticut, United States
T Tactyc	tactyc.io	Tactyc, acquired by Carta, offered a B2B SaaS platform providing venture capital firms with unified portfolio modeling, management, and reporting tools. The platform streamlined fund management by eliminating spreadsheet reliance, offering real-time performance tracking, scenario planning, and customizable reporting features for various stakeholders, including LPs. This solution addressed the need for efficient and comprehensive portfolio management within the venture capital industry globally.	San Francisco, California, United States
K Knickpoint	knickpoint.io	Knickpoint provides a SaaS platform designed to simplify data gathering and enhance investor reporting for venture capital and private equity firms. The platform centralizes portfolio performance data and offers AI-assisted tools for founders to generate investor updates.	Miami, Florida, United States
V VentureApp	venture-app.com	Venture App offers a SaaS platform for venture capital firms to manage deal flow, portfolios, and reporting. It targets venture capital firms globally, aiming to streamline their investment lifecycle through an easy-to-use interface. The platform's specific functionalities and technological underpinnings remain unclear due to limited publicly available information.	Tel Aviv-Yafo, Tel Aviv District, Israel
T The Hq	the-hq.com	The HQ provides a unified, data-driven platform for startups and investors to manage startup performance, equity, and investment portfolios. It aims to streamline the venture capital ecosystem by simplifying data accessibility and creating a global record of ownership.	Beirut, Beirut Governorate, Lebanon
P Preqin Solutions	preqinsolutions.com	Dynamo Software offers a B2B SaaS platform for portfolio monitoring and valuation to General Partners in the Private Equity and Venture Capital industries. The subscription-based platform automates data collection, analysis, reporting, and valuation, integrating with Excel, PowerBI, and third-party data providers to streamline workflows and improve investment insights. This solution serves clients globally, fulfilling the need for efficient portfolio management through automation and integrated data analysis.	London, England, United Kingdom
M Morningside Group	morningside.com	Morningside appears to be a financial services firm specializing in investment management and portfolio tracking. Their focus seems to be on providing tools and services for investors to monitor and manage their portfolios effectively.	Newton, Massachusetts, United States
D Darwin	trydarwin.ai	Darwin is a technology platform designed for venture capital firms, investors, and portfolio managers. It offers advanced tools for tracking and filtering projects, identifying investment candidates, and connecting networks within the venture capital ecosystem. The platform aims to provide unparalleled support for
S Sagacity	sagacity.vc	Sagacity offers a SaaS-based AI-powered portfolio and pipeline monitoring platform to venture capitalists, providing features such as automated data collection, streamlined LP reporting, and insightful analytics to optimize investment decisions. The platform facilitates efficient data management and analysis, enabling improved portfolio oversight and more informed investment strategies. Its subscription-based revenue model targets venture capitalists globally.	Greenville, South Carolina, United States
S Seraf	seraf.io	Seraf provides an all-in-one SaaS platform designed for early-stage investors, including angel networks, venture capital firms, and family offices. The platform simplifies investment management by consolidating data, offering reporting tools, and enabling better decision-making through organized insights.
V Venture Copilot	venturecopilot.app	VentureCopilot offers a B2B SaaS platform for venture capitalists and fund managers to manage deal flow, track portfolio companies, and handle investor relations. The platform likely operates on a subscription basis, streamlining workflows within the venture capital industry globally. Further investigation is needed to fully understand its unique value proposition and competitive differentiation within the market.
A Angelstat	angelstat.io	AngelStat provides a comprehensive "Portfolio CoPilot" software solution designed for angel investors. It aims to streamline investment management, research, and portfolio analysis through a single, user-friendly platform.	San Francisco, California, United States
E Edda	edda.co	Edda provides an all-in-one SaaS platform for venture capital and private equity firms, offering specialized intelligence and tools to manage dealflow, portfolios, and networks. Their solution aims to enhance efficiency and provide actionable insights for investors.	Paris, Île-de-France, France
S Standard Metrics	standardmetrics.io	Standard Metrics provides an AI-driven portfolio reporting platform for venture capital firms and their portfolio companies. The platform automates data collection, analysis, and reporting, aiming to increase efficiency and accuracy within the VC ecosystem.	San Francisco, California, United States
I Incued	incued.com	Incued provides an end-to-end portfolio monitoring platform for private markets, offering instant access to critical data, real-time financial insights, and analytics. Their solution aims to automate portfolio monitoring, providing visualizations and alerts to investment professionals.	Chicago, Illinois, United States
V Vc Pulse	vcpulse.io	VCPulse offers a shared intelligence platform for venture capital firms, leveraging AI to analyze portfolio data. It provides automated insights into risks, gaps, and growth signals, empowering investors to act, track, and improve their investments.	London, England, United Kingdom
V Vestberry	vestberry.com	Vestberry provides a portfolio intelligence platform for venture capital and private equity firms. It offers a unified solution for data aggregation, analytics, and automated reporting to streamline investment management.	San Francisco, California, United States
D Datasset	datasset.vc	Datasset.vc provides an all-in-one SaaS platform designed for venture capital firms, family offices, and angel investors. It aims to streamline operations, automate data management, and enhance performance through integrated tools for portfolio management, CRM, and analytics.	Paris, Île-de-France, France
I Invex	invex.app	Invex provides an end-to-end deal management platform designed specifically for venture capital firms. It aims to empower smarter and faster investment decisions by streamlining operations from deal sourcing through to reporting.
C CapGains	capgains.com	CapGains provides a specialized tax incentive monitoring platform for venture capital firms, angel investors, and fund CFOs. The company aims to help clients proactively identify tax opportunities and avoid potential pitfalls within their investment portfolios.	Fort Lauderdale, Florida, United States