For Venture Capital Firms
The operating system built for how VCs actually work
From thesis-driven sourcing to LP reporting, Manage My Portfolio eliminates the manual overhead consuming your team's time and attention across the full investment lifecycle.
Portfolio Monitoring & Reporting
Real-time portfolio intelligence without the manual data entry
Forward investor relations emails to your dedicated platform alias. The AI instantly extracts KPIs from any format: PDFs, Excel workbooks, board decks, or raw screenshots: and logs them automatically. Every active company's latest metrics, historical trend lines, and cap table data are visible on a single screen.
Eliminating Manual Data Entry
Forward IR emails to your platform alias. AI extracts KPIs from any format and logs them automatically: no manual transcription.
Real-Time Portfolio Cockpit
Every active company's latest reported metrics, historical trend lines, and cap table data visible on a single screen. No tool-switching.
Confidence Scoring & Review Queue
Color-coded extraction confidence indicators flag ambiguous data before it reaches your reports. Low-confidence extractions route to a human-in-the-loop Review Queue for one-click verification.
Automated LP Metrics
Net IRR, TVPI, DPI, and RVPI compute automatically from your capital call and distribution history: available in real time rather than assembled manually before each LP cycle.
Deal Flow & Sourcing
Thesis-driven pipeline that works while you sleep
Submit your investment thesis during onboarding and the team builds a custom API workflow mapped precisely to your sectors, stages, and check sizes: delivering pre-vetted opportunities into your dashboard continuously, without manual sourcing effort.
Thesis-Driven Automated Pipeline
A custom API workflow mapped to your sectors, stages, and check sizes delivers pre-vetted opportunities into your dashboard continuously.
Intelligent Pitch Screening
Every inbound pitch is automatically summarized and scored against your thesis (Strong / Moderate / Weak / Out of Thesis) before a partner reviews it.
Structured Advancement
Promising deals move into Prioritize where partners score on shared criteria templates, overlay a spider chart for head-to-head comparison, and plot opportunities on a quadrant matrix.
Weekly Digest for Off-Thesis Deals
Irrelevant deals are batched into a weekly digest rather than consuming partner attention during the week.
Diligence
IC-ready memos in a fraction of the time
The Diligence workspace ingests data rooms, conducts external research, flags contradictions between claims and evidence, and drafts structured investment memos written in your firm's specific voice: trained by uploading 3 to 8 of your past memos.
AI-Powered Memo Drafting
Ingests data rooms, conducts external research, flags contradictions, and drafts structured investment memos in your firm's specific voice.
Six-Stage Automated Pipeline
The background agent automatically ingests files, verifies claims via external research, generates partner questions, writes citations, and exports directly to Word or Google Docs.
Dual-Pane Editor
Review the rendered memo on the left while resolving flagged contradictions and attention items in a sidebar on the right: keeping diligence contained in one environment.
Contradiction Detection
Automatically flags discrepancies between founder claims and external evidence so partners enter IC conversations with a complete picture.
Ask Anything
Have Questions? Our AI Assistant Has Answers
Ask about how Manage My Portfolio supports VC firms, what's included, how we compare to other tools, or anything else — get instant answers.
Founder Relationship Management
Closed-loop portfolio communication without the manual logging
The Asks engine lets you compose a single update request and distribute it to your entire portfolio simultaneously. Founder replies automatically route back into the data pipeline for parsing. BCC your platform alias on any outgoing communication to automatically log a conversation entry against the relevant company profile.
Closed-Loop Asks Campaigns
Compose a single update request and distribute it to your entire portfolio simultaneously. Founder replies automatically route back into the data pipeline.
Interactions CRM
BCC your platform alias on any outgoing communication to automatically log a conversation entry against the relevant company profile.
AI-Detected Introductions
The AI detects introductions, extracts contact names, and builds a chronological relationship timeline: without manual CRM data entry.
Portfolio-Wide Visibility
Every founder interaction, ask response, and relationship note is searchable and tied to the company profile: no scattered email threads.
LP Reporting & Fund Performance
LP-ready reporting generated from live data
Net IRR, TVPI, DPI, and RVPI compute automatically. The Letters module drafts LP update reports using live portfolio data, trend summaries, and team notes: styled to mirror your firm's writing voice. Generate individual performance summary sheets per investor or batch-export a full ZIP of LP PDFs in one action.
Automated Fund Metrics
Net IRR, TVPI, DPI, and RVPI compute automatically from your capital call and distribution history: available in real time.
Quarterly Update Letters
Drafts LP update reports using live portfolio data, trend summaries, and team notes: styled to mirror your firm's writing voice. Export to Word or sync to Google Drive.
Individual LP Reporting
Generate individual performance summary sheets per investor or batch-export a full ZIP of LP PDFs in one action.
Real-Time Availability
Fund performance metrics are available on demand rather than assembled manually before each LP cycle.
Compliance & Security
Institutional-grade governance built in
The Compliance module maps SEC filings, tax deadlines, and fund milestone obligations against your actual cash flow events. Raw AI payloads, email processing logs, and extraction histories are fully inspectable. Your proprietary fund metrics never touch a public shared model.
Automated Regulatory Calendar
Maps SEC filings, tax deadlines, and fund milestone obligations against your actual cash flow events so nothing falls through the cracks.
Auditable Data Provenance
Raw AI payloads, email processing logs, and extraction histories are fully inspectable. Every figure presented to an LP or auditor has a traceable source.
BYOK Architecture
Your proprietary fund metrics never touch a public shared model. Connect your own enterprise Claude API key combined with AES-256 encryption.
Enterprise Data Containment
All data processing occurs within your own isolated environment: no cross-tenant data exposure, no shared model training on your fund data.
Ready to reclaim your team's time?
Join VC firms using Manage My Portfolio to run a tighter, faster, more defensible investment operation.