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
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.
The first combined
portfolio forecasting & management
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
Use market benchmarks to construct a portfolio model in minutes.
Flex construction parameters to develop a customized fund strategy.
Share construction strategy with LPs with a visually engaging dashboard
Compare Actual Performance vs. Plan
Find course-correction strategies to improve portfolio's performance.
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.
Build forecasts based on market intelligence and transaction comps.
Estimate cash flow and liquidity needs to manage cash reserves.
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.
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.
Track rounds in multiple currencies and automatically perform exchange rate conversions.
LP-ready reports such as investment tearsheets, graduation reports and fund performance reports.