I advise venture firms evaluating portfolio monitoring, fund accounting, and operations software. An engagement can include defining requirements, deciding whether to build or buy, narrowing the vendor list, evaluating demos and proposals, and identifying implementation risks that are easy to miss during a sales process.
My perspective comes from both sides of the decision: I spent five years building and operating portfolio monitoring software, and I've worked directly with venture firms as users, buyers, and investment teams.
Tell Me What You're Evaluating
DM me on LinkedIn with a little about your firm, the decision you're facing, and where you are in the process. I'll let you know whether I can help.
Independence
I know and work with many vendors in this market, and some sponsor listings on VC Software. Consulting recommendations are based on the client's requirements. I disclose relevant commercial relationships, and I do not accept referral fees or payments tied to the product a client selects.