Built for Corporate Venture
The operating system for CVCs that need to perform and prove it.
Manage My Portfolio gives corporate venture teams a single platform to source thesis-aligned deals, monitor portfolio performance, and generate board-ready reporting without adding analyst headcount.
Board Confidence
Arrive at every funding review with numbers leadership can stand behind.
You arrive at every funding review with real-time IRR and TVPI figures, a board-formatted quarterly letter, auditable data provenance, and a live pipeline of thesis-aligned opportunities all generated without adding analyst headcount.
Net IRR
Computed automatically from capital call and distribution history
TVPI / DPI
Audit-ready performance ratios available in real time
45-Day Lag
Eliminated with closed-loop founder update requests
LP-Ready Financial Metrics On Demand
The Funds module automatically computes Net IRR, TVPI, DPI, and RVPI from your capital call and distribution history. Board-ready performance ratios, available in real time.
Quarterly Update Letters
The Letters module drafts investor-grade quarterly update reports using your live portfolio data, chart trends, and team notes styled to mirror your firm's established voice.
LP Snapshot Reporting
Organize individual stakeholder stakes into quarterly snapshots showing NAV, distributions, and performance per investor batch-export a full ZIP of investor PDFs for board distribution in one action.
Confidence Scoring for Data Integrity
Color-coded extraction confidence indicators flag any metric that needs human verification before it surfaces in a board report. You present numbers your corporate audit function can stand behind.
External Deal Flow
From cold inbound to IC-ready memo without the manual work.
Automated Thesis-Driven Sourcing
Submit your investment thesis during onboarding and our team builds a custom API pipeline that routes pre-vetted, thesis-aligned opportunities directly into your dashboard continuously, on a recurring schedule.
Intelligent Deal Screening
Every inbound pitch is automatically summarized and scored (Strong / Moderate / Weak / Out of Thesis) before it reaches a partner. Your team only reviews what's relevant. Out-of-thesis pitches are batched into a weekly digest.
Structured Advancement Workflow
Promising pitches move through a kanban pipeline into Prioritize where partners score opportunities against shared criteria, overlay a spider chart for head-to-head comparison, and plot deals on a quadrant matrix all without a single spreadsheet.
Deep Diligence on Demand
The Diligence workspace ingests data rooms, runs external research, flags contradictions, and drafts structured investment memos in your firm's writing voice cutting the time from 'interested' to IC-ready memo significantly.
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Internal Ideation & Portfolio Intelligence
Institutional-grade analysis across every company you own.
AI Analyst Memos
On any portfolio company profile, the Analyst generates institutional-grade performance reviews, trend summaries, and recommended IC questions from live data useful for quarterly business reviews or internal innovation benchmarking.
Cross-Portfolio Comparisons
The fund-level Analyst chat enables macro-level questions across your entire portfolio useful for identifying white space, recurring themes, or technology bets that align with corporate R&D priorities.
Collaboration Layer
Notes with @mentions, company-specific comment threads, and a shared fund-level feed give cross-functional CVC and business unit teams a single coordination layer replacing fragmented email chains or Slack threads.
Compliance Awareness
The automated regulatory calendar tracks SEC, tax, and filing deadlines calibrated to your fund's structure reducing operational risk for corporate treasury and legal stakeholders.
Governance & Security
Built for the institutional security posture corporate IT and legal teams require.
Compliance Calendar
The automated regulatory calendar maps SEC filings, tax deadlines, and fund-specific milestones against your actual cash flow events demonstrating governance maturity to corporate legal and compliance.
Enterprise Data Containment
BYOK architecture means your fund's proprietary metrics never touch a public shared model. Combined with AES-256 encryption and Row-Level Security, it satisfies the institutional security posture most corporate IT and legal teams require.
Audit Trail at Every Layer
Raw AI payloads, email processing logs, and extraction histories are all inspectable from the admin console. If a board member or internal audit team questions a figure, the provenance is traceable end-to-end.
Multi-Fund Tracking
If your CVC operates multiple vehicles or thesis tracks, the platform manages them within a single command center giving leadership a consolidated view without requiring parallel reporting infrastructure.
Ready to strengthen your case for sustained corporate commitment?
See how Manage My Portfolio gives your CVC team the operational posture that earns board confidence and keeps it.