PE/VC Investment Tracker
Secure investment tracking for private equity and venture capital portfolios
Secure & Private
Admin-controlled access with secure user authentication and data protection.
Document Management
Upload and organize K-1s, reports, and investment documents with drag-and-drop.
Analytics Dashboard
Track ROI, capital calls, and portfolio performance with comprehensive metrics.
Investment Tracking
- Create and manage investment records
- Track capital calls and distributions
- Monitor ROI and performance metrics
- Custom fields for each investment
Collaboration Features
- Add notes and updates per deal
- Email integration for communications
- Filter and sort by custom criteria
- Role-based access control