Venture capital

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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Sketch: stepped growth chart with one circled data point and a term sheet

What is VC portfolio management software?

VC portfolio management software tracks portfolio company performance, fund metrics, and LP reporting in one system instead of scattered spreadsheets and email updates. Codiot builds portfolio tracking and LP reporting platforms shaped around how your fund actually collects data from portfolio companies, not a generic template built for a different fund structure.

The moment you're probably in

You'll recognize one of these.

The quarterly scramble

LP reporting season means three weeks of chasing portfolio companies for numbers and reformatting whatever comes back.

The stale valuation

Portfolio company valuations live in a spreadsheet that's accurate as of whenever someone last updated it, which is never quite now.

The metrics mismatch

Every portfolio company reports different metrics in a different format, so rolling up fund-level performance means manual translation every time.

What we build

VC portfolio management software, end to end.

CollectNormalizeTrackReport

Portfolio company data collection

A standard intake process for portfolio companies to submit metrics, replacing the scattered-email approach.

Fund performance dashboards

Real-time fund-level metrics rolled up from portfolio company data, not assembled by hand each quarter.

LP reporting automation

LP reports generated directly from tracked data, formatted to your fund's actual reporting standard.

Valuation tracking

A current, auditable record of portfolio company valuations, not a spreadsheet with an uncertain last-updated date.

Cap table visibility

Portfolio company ownership and dilution tracked alongside performance data.

Data room integration

Connects to the data rooms and tools portfolio companies already use, rather than demanding a new one.

Systems we speak

Your stack, not our preferences.

ReactNode.jsPostgreSQLAWS

FAQ

Common questions, answered plainly.

How much does VC portfolio management software cost?

It depends on the number of portfolio companies and the depth of automated reporting required. We quote a fixed scope after a discovery call.

Can this replace our current spreadsheet system?

Yes, migrating a fund off a spreadsheet-based tracking system is the most common starting point for this kind of build.

Do portfolio companies need to adopt new tools?

We design the intake process to be as low-friction as possible for portfolio companies, often building on data they're already collecting rather than requiring a new tool on their side.

How long does implementation take?

A focused first release covering fund-level dashboards and LP reporting typically ships in 10-14 weeks.

Can this integrate with our existing cap table tool?

Yes, most implementations integrate with existing cap table software rather than duplicating ownership data.

The rest of the stack.

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Show us how this runs today.

One call. Walk us through how it works in your shop today, and we'll tell you honestly where custom software pays off, and where it doesn't.

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