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Portfolio Monitoring Platforms for Portfolio Management

Dashboards and reporting tools tracking key metrics, milestone achievement, and financial performance across the entire investment portfolio.
Other Portfolio Management

Visible for Investors
By: Visible.vc
https://visible.vc/investors/
Deal flow management, portfolio updates and metrics tracking, investor updates, collaboration tools, data visualization, and custom templates for consistent reporting across portfolio companies.

Chalkbeat Analytics
By: Chalkbeat
https://www.chalkbeat.org/analytics
Offers deep insights into performance metrics of investment portfolios, allowing venture capital firms to assess performance, adherence to benchmarks, and strategic adjustments.

Broadtree Monitoring Tool
By: Broadtree Partners
https://broadtree.com/monitoring-tool
Helps manage portfolio company performance through advanced reporting, data aggregation, and financial modeling capabilities.

CB Insights Research Platform
By: CB Insights
https://www.cbinsights.com/research-platform
Data analytics and forecasting platform offering access to detailed financial insights, investment patterns, and projections across the venture capital landscape.

Venture360 Portfolio Management Platform
By: Venture360
https://venture360.co/portfolio-management/
Provides portfolio tracking, deal flow management, LP reporting, document storage, investment dashboards, and integrated CRM for investors and VCs.

PBI Portfolio Monitoring
By: Portfolio BI (PBI)
https://www.portfoliobi.com/products/pbi-portfolio-monitoring
Centralized portfolio monitoring solution with data integration, customizable reports, performance analytics, risk analysis, and real-time dashboards tailored for VC and PE.

Affinity Portfolio Monitoring
By: Affinity
https://www.affinity.co/platform/portfolio-monitoring
Automated portfolio monitoring, activity and relationship insights, integrated analytics, CRM features, dynamic dashboards, and reporting tools for VC firms.

Zapflow Portfolio & Fund Management
By: Zapflow
https://www.zapflow.com/platform/portfolio-fund-management/
Portfolio and fund management, data intelligence, workflow automation, analytics, reporting, customizable dashboards, and data collaboration for VC and PE firms.

Fundwave Portfolio Monitoring
By: Fundwave
https://www.fundwave.com/portfolio-monitoring/
Comprehensive portfolio monitoring, real-time analytics, custom dashboards, automated investor reporting, valuations, and data consolidation for venture capital funds.

4Degrees Portfolio Tracking
By: 4Degrees
https://4degrees.ai/use-cases/portfolio-tracking/
Automated portfolio tracking, custom reports, automated reminders, email and pipeline integration, analytics, and dynamic dashboards for VCs and investors.

Cobalt LP Platform
By: Cobalt LP
https://www.cobaltlp.com/platform
Portfolio monitoring solution that integrates fund and portfolio company data, performance metrics, benchmarking, and analytics. Provides cash flow analysis, commitment tracking, document management, and customizable reporting capabilities for VC firms.

Allvue Portfolio Monitoring
By: Allvue Systems
https://www.allvuesystems.com/solutions/portfolio-monitoring/
End-to-end portfolio monitoring platform that includes data collection, financial analysis, performance metrics, reporting, and investor communications. Provides visibility into portfolio company operations, financials, and KPIs across the venture portfolio.

EquityZen Portfolio
By: EquityZen
https://equityzen.com/investors/
Portfolio monitoring tool for tracking private company investments with valuation updates, company performance metrics, and market insights. Helps venture investors track portfolio company developments and manage their investment positions.

iLEVEL
By: IHS Markit (Now part of S&P Global)
https://ihsmarkit.com/products/ilevel.html
Portfolio monitoring solution that automates data collection, standardizes performance metrics, and centralizes portfolio information. Provides analytics, dashboards, and reporting capabilities to track portfolio company performance and facilitate investor communications.