Forecasting & Planning
for Venture Funds.
Portfolio construction, management, forecasting & reporting.
One platform.Zero spreadsheets.
Quantitative techniques researched from hundreds of data-driven fund managers
Crystallized into one platform
Trusted by 200+ data-driven managers globally
The first combined
portfolio forecasting & management
platform.
Build portfolio construction models
Add actual deals & compare performance with plan
Strategize future rounds and optimize reserves
Model probabilistic exit scenarios
Gather insights to improve fund performance
Track and request portfolio company KPIs
Create LP-ready reports
Portfolio Construction
Build
Use market benchmarks to construct a portfolio model in minutes.

Analyze
Flex construction parameters to develop a customized fund strategy.

Share
Share construction strategy with LPs with a visually engaging dashboard

Portfolio Forecasting
Compare Actual Performance vs. Plan
Find course-correction strategies to improve portfolio's performance.

Reserve Planning
Create deal reserves and evaluate dilution and return impacts.

Investment Scenario Analysis
Model upside and downside exit scenarios for each deal.

Fund Scenario Analysis
Evaluate fund upside and downside scenarios based on scenarios defined for each deal.

Market Intelligence
Build forecasts based on market intelligence and transaction comps.

Cash Planning
Estimate cash flow and liquidity needs to manage cash reserves.

Reserve Optimization
Allocate reserves based on expected performance of each deal.

Support for Liquidation Preferences and Partial Exits
Analyze impact of liquidation preferences and model partial exits.

Support for SAFEs and Convertible Notes
Create and manage cap table scenarios of SAFE and Note Conversions.

Portfolio Management
Track Portfolio Company KPIs
Organize and track portfolio company KPI's and deal documents in a single platform.

Portfolio Insights in Seconds.
Filter and pivot on 50+ portfolio performance metrics for internal portfolio reviews and external LP reporting.

Multi-Currency Support
Track rounds in multiple currencies and automatically perform exchange rate conversions.

Reporting
LP-ready reports such as investment tearsheets, graduation reports and fund performance reports.

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