About this tool

Venture capital portfolio management software for the portfolio lead at a small VC, private equity, real estate or fund-of-funds manager who monitors what the fund holds and writes the quarterly portfolio review. LPreportly works the holdings' own arithmetic on the page, free, from your figures: one position at the fund's mark, the portfolio's analytics over realised and unrealised holdings, the quarter's valuation roll-forward, and the portfolio company review from its KPIs. It keeps the record behind them for $79 a month.

LPreportly is software for the portfolio lead at a small private equi