Portfolio Monitoring

Portfolio monitoring products help venture capital and private equity firms manage their existing portfolio companies with tools that track performance metrics, investor updates, cap tables, and documents.

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Standard Metrics
Featured

Standard Metrics

Standard Metrics is the premier product for large venture firms to manage their portfolio.

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Cura
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Cura

Emerging portfolio monitoring platform for venture firms and founders.

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All Tools

Cobalt

Cobalt

Portfolio monitoring from Factset. Used most commonly by smaller PE firms.

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Visible

Visible

Portfolio Monitoring tool for Emerging Managers

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Vestberry

Vestberry

European focused portfolio monitoring product.

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Totem

Totem

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Chronograph

Chronograph

Private Equity focused portfolio monitoring.

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VC Diligence AI

Light-weight open-source tool for parsing PDF statements from portfolio companies.

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iLevel

iLevel

Established portfolio monitoring product owned by S&P

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Tactyc by Carta

Tactyc by Carta

Fund modeling and light weight portfolio monitoring. Acquired by Carta in 2025

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Lumonic

Lumonic

Portfolio Monitoring for Private Credit

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Allvue

Allvue

Leading fund accounting system used by many large firms

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Carta

Carta

Carta offers wide ranging services for venture capital firms from cap tables to full service fund admin and many places in between.

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Editorial Content

Insights and analysis for this category

Round-ups

The Best Excel Plug-ins for Venture Capital Portfolio Monitoring (Analyst Review of Each)

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Round-ups

Portfolio Monitoring Company Aumni Shuts Down — Best Aumni Replacement Tools for 2026

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