Product

Portfolio

Full visibility on every investment. Track valuations, ownership, and fund performance — from first check to exit.

Every investment tracked from wire to exit — SAFE, equity, convertible notes, with real-time status.

Mark-to-market valuations, MOIC, TVPI, DPI, and IRR — computed automatically from your data.

Track ownership percentages, dilution across rounds, and cap table impact per position.

Aggregate KPIs: total invested, current value, MOIC, active positions — by fund or across all funds.

Manage multiple funds and entities (US, EU) with entity-level reporting and cross-fund aggregation.

Generate quarterly reports, capital account statements, and K-1 summaries for your investors.

Part of the Sensale platform.