Find the right solution for your needs

Essentials

New launch

Ridiculously Easy way to automate and centralize your portfolio data collection — no cost to start.

Free

(track upto 5 portfolio companies)

+$99

/Year per additional company

Automated, founder-friendly data requests

Single source of truth for portfolio data and docs

PortCo performance tracking and analytics

100% accurate data extraction from documents

Excel Plug-in, APIs & Custom Integrations

Enterprise

Bloomberg Terminal for in-depth tracking & analytics across every data point & document.

Contact sales

Everything in Essentials

100% accurate, human-verified data extraction

Advanced analytics & Custom reporting

Excel Plug-in, APIs & Custom Integrations

Data Migration Service & Dedicated support

Leading funds are saving 500+ hours per year

8B+ AUM multi-strategy fund

25B+ AUM multi-stage VC

15B+ AUM multi-stage VC

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Essentials

Enterprise

Data Collection

Automated Data Requests

Request Tracking

Automated Reminders

Document Management

Provenance Tracking

Data Extraction

Extraction from Documents

Source Mapping

Standardization

Analytics

Company Dashboards

Currency Conversion

Formula Builder

Custom Views

Benchmarking

Tear Sheets

Data Export

Download to Excel

Excel Plug-in

Snowflake Share

APIs

Integrations

Custom Integrations

Support

Email & Chat Support

Implementation & Onboarding

Data Migration Services

Dedicated Customer Success Manager

Custom SLA & MSA