Forecasting and Planning
for Venture Funds
Portfolio construction, management, forecasting & reporting.
One platform.Zero spreadsheets.
Quantitative techniques of hundreds of successful venture fund managers
Crystallized in one platform.
Trusted by 200+ data-driven managers globally
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Tactyc is a very impressive end-to-end fund forecasting platform that has allowed us to migrate our capital management away from manual spreadsheets, making collaboration with the investment team much easier. The in-built dashboards and analytics provide valuable insights into the fund and portfolio performance which will be incredibly useful as part of future fund raising efforts.
Michael McHugh
Deputy CFO
Telstra Ventures
Featured By
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.
Probablistic Investment Outcomes
Model probablistic funding and exit scenarios for each deal.
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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