Portfolio Monitoring & Metrics

Platforms for collecting metrics from portfolio companies, tracking performance against plan, computing fund-level marks, and turning founder updates into LP-ready insight.

27 tools

Standard Metrics

Tactyc by Carta

4.6

Purpose-built venture fund construction and forecasting

Subscription / CustomView

Visible

4.5

Founders-first portfolio monitoring and LP reporting for venture funds

From $449/moView

Chronograph

4.4

Institutional-grade portfolio monitoring for private capital GPs and LPs

Enterprise / CustomView

Aumni (J.P. Morgan)

4.4

Investment analytics extracted from your executed venture deal documents

Enterprise / CustomView

DealCloud (Intapp)

4.3

Configurable deal and relationship platform

Enterprise / CustomView

Rundit

4.3

Affordable portfolio monitoring and LP reporting with published pricing

From $349/moView

Totem VC

4.3

AI fund operating system centralizing all fund data

Contact salesView

73 Strings

4.3

AI-powered valuation for private markets

Enterprise / CustomView

Vestberry

4.2

Portfolio intelligence and analytics platform for data-driven VC firms

CustomView

Taghash

4.2

Full fund-lifecycle platform born in the Indian VC ecosystem

Contact salesView

Atominvest

4.2

Modular software suite for alternatives managers

Enterprise / CustomView

Allvue Systems

4.2

Institutional fund software spanning accounting to IR

Enterprise / CustomView

Fundwave

4.2

Affordable fund accounting and LP portal for VC funds

Tiered subscriptionView

Synaptic

4.1

Alternative data platform for private investors

Enterprise / CustomView

Cobalt (FactSet)

4.1

Fund performance, pacing, and benchmarking analytics from FactSet

Enterprise / CustomView

Edda

4.1

One platform from dealflow to portfolio to LP portal

Contact salesView

Zapflow

4.1

Deal flow to compliance in one European platform

Contact salesView

Quantium

4.1

Fund and portfolio analytics built by former LPs

Enterprise / CustomView

eFront (BlackRock)

4.0

Institutional alternatives platform for fund analytics and monitoring

Enterprise / CustomView

Dynamo Software

4.0

Front-to-back platform for alternative asset managers

Enterprise / CustomView

Venture360

4.0

All-in-one fund reporting for small funds and angel groups

Subscription / CustomView

iLevel

4.0

S&P Global's portfolio monitoring platform for private capital

Enterprise / CustomView

Baremetrics

4.0

Live subscription analytics from billing data

From ~$129/moView

Seraf

4.0

Early-stage portfolio tracking since 2013

Tiered / Contact salesView

Standd

4.0

Autonomous AI that watches your deals and portfolio for risk

Enterprise / CustomView

Clockwork Universe

3.9

Private investment tracking with human backup

CustomView

Back to all functions