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Portfolio

Manage and drive investments growth.

Portfolio Seed

Essential portfolio management platform for performance, KPIs and captables

Starts at
$500/mo
-16.67%
Includes 1 fundAdditional funds start at $500

Includes:

  • AUM upto $50mn per fund
  • Cashflow and IRRs
  • KPI monitoring
  • Captable management
  • Round projections
  • Multi-currency support
  • Custom reporting

*Cost shown does not include the required, one-time Seed Onboarding for a fee of $1,500.

Popular Choice

Portfolio Growth

AI powered portfolio software for advanced reporting & projections

Starts at
$800/mo
-16.67%
Includes 1 fundAdditional funds start at $800

Seed plus:

  • AUM upto $250mn per fund
  • Cashflows across funds
  • Granular KPI monitoring
  • Exit waterfall
  • Jcurve projections
  • Advanced reporting

*Cost shown does not include the required, one-time Growth Onboarding for a fee of $2,500.

Portfolio Enterprise

Flexible portfolio software for advanced permissions & security

Starts at
Custom

Growth plus:

  • Custom SAML Single Sign-On
  • Premier support
  • US, EU & APAC data residency
  • Live onboarding training
  • Customer success manager
Features
Portfolio Seed
$500/mo
Portfolio Growth
$800/mo
Portfolio Enterprise
Custom
AI agent - Paige
-
KPI insights
Read captables & board decks
Autofill KPIs using AI
AUM
Upto $50mn per fundUpto $250mn per fundUnlimited
Investment management
50 assets per fund100 assets per fundUnlimited
Custom fields
Upto 20 custom fieldsUnlimitedUnlimited