Venture capital portfolio management software for the portfolio lead at a small VC, private equity, real estate or fund-of-funds manager who monitors what the fund holds and writes the quarterly portfolio review. LPreportly works the holdings' own arithmetic on the page, free, from your figures: one position at the fund's mark, the portfolio's analytics over realised and unrealised holdings, the quarter's valuation roll-forward, and the portfolio company review from its KPIs. It keeps the record behind them for $79 a month.
LPreportly is software for the portfolio lead at a small private equity, venture capital, real estate or fund-of-funds manager. Four worksheets work the holdings' own arithmetic on the page with no account: one position from its cost, the fund's ownership and the fund's own mark; the portfolio's analytics over realised and unrealised holdings; the quarter's valuation roll-forward; and the portfolio company review from its KPIs. The paid plan keeps the holdings with cost, ownership, marks and KPIs by quarter and every review, and exports the lot.
Who it is for: Built for the portfolio lead at a small fund who monitors the holdings only
LPreportly Pro is $79 per month for your whole team, billed monthly.
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