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Investment / Venture capital

Software for venture capital firms

Fund operations and portfolio tracking still run on spreadsheets built for a fund half your current size. We build the tooling that scales with you.

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What is software for venture capital firms?

Software for venture capital firms covers fund operations and portfolio management: tracking portfolio companies, fund performance, and LP reporting in one system. Codiot builds this fund-ops layer specifically, distinct from deal sourcing tools or syndicate platforms: portfolio tracking, valuation records, and LP reporting shaped around how your fund actually operates.
The challenges

Where it usually breaks.

Portfolio data scattered across email

Portfolio company updates arrive by email in inconsistent formats, and rolling them into a fund-level view takes days every quarter.

LP reporting under deadline

LP reporting season turns into a scramble to reformat whatever data is available into whatever format each LP expects.

Valuations nobody fully trusts

Portfolio valuations live in a spreadsheet that's accurate as of some unclear past date, not the current quarter.

Growing past spreadsheet scale

The tracking system that worked for 10 portfolio companies breaks down at 40, and headcount isn't the fix, better tooling is.

What we build

The systems that fit your domain.

Portfolio tracking systems

A standard intake and tracking process for portfolio company performance data.

LP reporting automation

Reports generated directly from tracked data, formatted to your fund's standard.

Fund performance dashboards

Real-time fund-level metrics instead of a quarterly manual rollup.

Valuation and cap table tracking

A current, auditable record connected to your actual portfolio data.

Solutions

The specific systems we build for this stack.

VC portfolio management software development

Portfolio company updates live in forty different email threads and a spreadsheet nobody fully trusts. We build the system that gives your whole fund one current picture.

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Deal flow tracking software development

Your best deal this quarter almost died in a Gmail thread nobody checked for a week. We build the pipeline that makes sure that never happens again.

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FAQ

Common questions, answered plainly.

How is this different from deal flow software?
This covers fund operations and portfolio tracking, after a deal has closed. Deal flow and sourcing tools are a separate, related need, see our deal flow tracking solution for that specific workflow.
How much does this cost?
It depends on portfolio size and reporting complexity. We quote a fixed scope after a discovery call.
Can this replace our current spreadsheet system?
Yes, migrating off a spreadsheet-based tracking system is the most common starting point for funds that reach out to us.
How long does implementation take?
A focused first release covering dashboards and LP reporting typically ships in 10-14 weeks.
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