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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Portfolio MonitoringFeatured

Standard Metrics

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

Institutional firmsFinance

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Portfolio MonitoringFeatured

Cura

Emerging portfolio monitoring platform for venture firms and founders.

Solo GPsInvestment team

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All Tools

Portfolio Monitoring

73 Strings

AI-powered portfolio monitoring, valuation, and data extraction for private markets.

Institutional firmsFinance

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Portfolio Monitoring

Addepar

Investment data, ownership, analytics, and reporting platform for fund managers.

Institutional firmsFinance

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Aduro Advisors

Venture-focused fund administration powered by the FundPanel platform.

Emerging managersFinance

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Fund Accounting

Allvue

Leading fund accounting system used by many large firms

Institutional firmsFinance

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AngelList

Fund administration and investor management infrastructure for venture funds and SPVs.

Solo GPsFund operations

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Carta

Carta offers wide-ranging services for venture capital firms, from cap tables to full-service fund administration and many workflows in between.

Solo GPsFinance

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Portfolio Monitoring

Chronograph

Portfolio monitoring for private equity firms and institutional investors.

Institutional firmsFinance

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Portfolio Monitoring

Cobalt

Portfolio monitoring from FactSet, used most commonly by smaller private equity firms.

Institutional firmsFinance

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Portfolio Monitoring

Cura

Emerging portfolio monitoring platform for venture firms and founders.

Solo GPsInvestment team

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Fund Accounting

Derivatas

Valuation software and services for venture capital and private equity portfolios.

Emerging managersFinance

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Dynamo

Front-to-back-office software and fund administration for alternative investment firms.

Emerging managersInvestment team

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Portfolio Monitoring

Edda

European-based portfolio monitoring and deal flow platform.

Emerging managersInvestment team

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Fund Accounting

eFront

Enterprise private-markets software for investment, portfolio, accounting, and reporting workflows.

Institutional firmsInvestment team

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Fund Accounting

FIS Private Capital Suite

Private-capital fund accounting and investor reporting software formerly known as Investran.

Institutional firmsFinance

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Floww

Private-market fund, deal, investor, and transaction infrastructure.

Solo GPsInvestment team

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Portfolio Monitoring

Foresight

AI-powered portfolio monitoring and deal-document intelligence for VC and PE firms.

Institutional firmsFinance

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Portfolio Monitoring

Fundra

Portfolio monitoring and fund operations software built for venture capital managers.

Solo GPsInvestment team

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Fund Accounting

Fundrbird

Integrated fund accounting, reporting, compliance, and portfolio software.

Emerging managersFinance

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Fund Accounting

Fundwave

Fund accounting, administration, portfolio, and deal-flow software for VC and PE firms.

Solo GPsInvestment team

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Portfolio Monitoring

iLevel

Established portfolio monitoring product owned by S&P Global.

Institutional firmsFinance

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InvestorFlow

CRM, deal management, investor portal, and relationship intelligence for private markets.

Institutional firmsInvestment team

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Portfolio Monitoring

Lumonic

Portfolio monitoring for private credit and private equity.

Institutional firmsFinance

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Orca

Fund operating system for venture capital and private equity managers.

Emerging managersFinance

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PE Front Office

Modular deal, portfolio, fund, and investor management software for private capital.

Emerging managersInvestment team

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Portfolio Monitoring

Planr

Portfolio monitoring, valuation, and value-creation software for private equity.

Institutional firmsInvestment team

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Qapita

Equity management, fund administration, and valuation infrastructure for private markets.

Solo GPsFinance

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Portfolio Monitoring

Rundit

Portfolio monitoring and LP reporting platform for VC and PE managers with highly customizable dashboards.

Emerging managersFund operations

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Portfolio Monitoring

Seraf

Portfolio tracking for angel investors, family offices, and smaller investment teams.

Angels & family officesInvestment team

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Portfolio Monitoring

Standard Metrics

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

Institutional firmsFinance

Visit website↗

Portfolio Monitoring

Tactyc by Carta

Fund modeling and lightweight portfolio monitoring. Acquired by Carta in 2025.

Solo GPsInvestment team

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Portfolio Monitoring

Totem

AI-forward portfolio monitoring and fund operations platform for venture firms.

Emerging managersInvestment team

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Portfolio Monitoring

VC Diligence AI

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

Solo GPsInvestment team

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Portfolio Monitoring

Vestberry

Portfolio monitoring and fund operations software for European investors.

Emerging managersFund operations

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Portfolio Monitoring

Visible

Portfolio monitoring for emerging managers.

Solo GPsInvestment team

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Portfolio Monitoring

VistIQ

AI investment operating system connecting deals, portfolios, funds, and reporting.

Emerging managersInvestment team

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Zapflow

Deal flow, CRM, portfolio, fundraising, and reporting software for private markets.

Emerging managersInvestment team

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Editorial Content

Insights and analysis for this category

Standard Metrics' Series B Strengthens the Bull Case for Portfolio Monitoring

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Chronograph's $140M Investment Is a Bull Case for Private Markets Software

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Why You Should Buy Portfolio Monitoring Software Instead of Building In-House

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Best AI Tools for Venture Capital Firms: Portfolio Monitoring

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10 Best Portfolio Monitoring Software for Venture Capital Firms

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Venture Capital Portfolio Monitoring: Why Large Venture Firms Buy Software

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

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

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