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Portfolio Construction Software for Investment Committee

Modeling tools for optimizing portfolio composition, diversification, and capital allocation across sectors, stages, and risk profiles.
Other Investment Committee

AlternativeSoft Portfolio Construction
By: AlternativeSoft
https://www.alternativesoft.com/software
This software specializes in asset allocation and portfolio optimization, offering features such as risk analysis, scenario testing, and performance attribution to help investment committees make informed decisions.

SyndicateRoom Platform
By: SyndicateRoom
https://www.syndicateroom.com/platform
Offers tools for automatic portfolio construction, live valuation updates, and risk quantification, designed to enhance the decision-making process for venture capital investment committees.

Finnaveur Analytics
By: Finnaveur
https://www.finnaveur.com/products
Finnaveur Analytics provides detailed reporting, portfolio forecasting, and scenario analysis, helping investment teams make data-driven decisions and strategically manage their investments.

Mercatus Investment Lifecycle Management
By: Mercatus (a State Street Company)
https://www.gomercatus.com/solutions/private-market-investors/
Enables venture capital firms to construct, manage, and analyze portfolios through robust data aggregation, real-time analytics, scenario modeling, and reporting tailored for investment committee presentations and decisions.

Fundwave Portfolio Management
By: Fundwave
https://fundwave.com/portfolio-management/
Delivers tools for fund managers to construct, analyze, and monitor venture capital portfolios. Feature set includes investment pipeline tracking, scenario analysis, commitment management, and reporting for investment committees.

iLevel Portfolio Monitoring & Analytics
By: S&P Capital IQ
https://www.spglobal.com/marketintelligence/en/sols/ilevel
Enables venture and private equity investors to construct and optimize portfolios, perform scenario analysis, aggregate data, and generate investment committee-ready reports in real time.

QMS Portfolio Construction
By: QMS Portfolio Construction Software (Quantitative Management Solutions)
http://www.qmssolutions.com/software/portfolio-construction/
Provides modelling and optimization for portfolio construction, risk and return analytics, scenario analysis, and custom reporting for investment committees focusing on private capital allocations.

Allocations for Venture Capital
By: Allocations
https://www.allocations.com/venture-capital/
Portfolio modeling and optimization tools, investment committee workflow management, collaborative decision-making platforms, portfolio company analytics, real-time performance metrics, document management for investment memos, and integrated LP reporting.

PitchBook for Venture Capital
By: Pitchbook
https://pitchbook.com/venture-capital
Portfolio construction guidance through industry data, benchmarking tools, comparable analysis, market trends for investment committee decisions, portfolio company performance tracking, valuation data, and comprehensive investment ecosystem information.

Cobalt for Investment Committees
By: Cobalt LP
https://www.cobaltgp.com/lp-platform/
Portfolio construction analytics, performance benchmarking, commitment pacing models, risk analysis tools, scenario modeling, allocation optimization, visual dashboards for investment committee presentations, and customizable reporting.

Preqin Pro
By: Preqin
https://www.preqin.com/product/preqin-pro
Offers comprehensive alternative data on private equity, venture capital, hedge funds, real estate, and infrastructure. Provides insights on fundraising, deals, fund performance, and investor activity for informed investment decisions.