Maximize Portfolio ROI with Institutional-Grade AI
The automated command center for fund managers, VCs, and CVCs. Eliminate manual data entry with AI that extracts metrics instantly from any file format, while accelerating your deal flow with white-glove startup pipeline setup mapped perfectly to your investment thesis.
Portfolio Performance
$142.8M AUM
24
Active Deals
28%
Avg IRR
Low
Risk Score
AI monitoring 47 signals in real-time
The average VC spends 60% of their time managing existing portfolio data and tracking.
How It Works
From Fragmented Updates to Institutional Analytics
Three steps from raw investor data to a fully commanded portfolio.
Ingest
- Forward and Forget: Direct investor relations emails automatically to your dedicated platform alias.
- Drop Any File: Upload PDFs, spreadsheets, board decks, or raw screenshots up to 20MB.
- Bulk Import: Paste multi-row spreadsheet data to onboard your entire historical portfolio instantly.
Verify
- AI Extraction: Specialized financial models isolate KPIs and normalize disparate metrics.
- Confidence Scoring: Color-coded charts flag extraction quality so you know what data to trust.
- Human-in-the-Loop: Confusing data triggers the Review Queue for rapid, one-click team verification.
Command
- Portfolio Cockpit: Monitor fund performance, historical trend lines, and cap tables on one screen.
- AI Analyst Memos: Instantly generate performance review summaries and critical meeting questions.
- LP-Ready Metrics: Compute fund-level cash flows including Net IRR, TVPI, and DPI automatically.
Your Data. Your Models.
Absolute Control.
We do not store or train public models on your proprietary fund metrics. The platform connects directly to your enterprise Claude AI account via your secure API key.
Zero Model Training
Your data never trains public models or leaves your chosen compliance boundary.
Custom Security Guards
Leverage your organization's custom enterprise security, data loss prevention (DLP), and residency controls directly within Anthropic.
Auditable Payloads
Inspect raw AI payloads and tracking pipelines directly from your admin console.
Sourcing: Bespoke Deal Flow on Autopilot
Stop manually hunting for deals. We engineer automated pipeline APIs tailored 100% to your unique investment thesis, routing pre-vetted opportunities directly into your command center.
Thesis-Driven Sourcing
Define your optimal sectors, stages, and check sizes. We configure custom APIs that scan the market exclusively for your criteria.
Continuous Inbound Routing
High-quality, aligned opportunities stream automatically into your dashboard queue on a recurring, regular schedule.
Zero Sourcing Noise
Filter out irrelevant startups before they reach your team. Your white-glove pipeline only surfaces institutional-grade matches.
Instant Entity Initialization
Love a deal? One click routes the opportunity from your inbound queue into a fully initialized profile, ready for your next Investment Committee meeting.
Ask Anything
Have Questions? Our AI Assistant Has Answers
Ask about platform capabilities, how we compare to other tools, or anything else — get instant, accurate answers.
Platform Capabilities
Every Tool Institutional Investors Need
Forward and Forget
Direct investor relations emails automatically to your dedicated platform alias — no manual copy-paste, no missed updates, no data entry.
Portfolio Cockpit
Monitor fund performance, historical trend lines, and cap tables on one screen. Everything your team needs to make decisions without switching tools.
AI Analyst Memos
Instantly generate performance review summaries and critical meeting questions from your live portfolio data.
Confidence Scoring
Color-coded charts flag extraction quality so you always know what data to trust and what needs review.
LP-Ready Metrics
Compute fund-level cash flows including Net IRR, TVPI, and DPI automatically — ready for your next LP report.
Review Queue
Confusing or low-confidence data triggers a human-in-the-loop queue for rapid, one-click team verification.
Ready to Maximize Your Portfolio ROI?
Join leading institutional investors and fund managers who trust Manage My Portfolio to drive performance.
Don't let data collection create a 45-day reporting lag. Move from unstructured founder emails to audit-ready dashboards instantly.