Stay informed with Portfolio tracking tools
Built for VCs & accelerators, our portfolio management tools enhance startups reporting and updates: written reports, metrics, budgeting, and financial statements.
– Step 1
Design your own templates for reports and metrics and receive time-saving structured updates
Are there constraints on the number of templates and startups accessible on the platform?
You can build an unlimited number of templates and invite an unlimited number of startups. We understand every startup is different and may require different metrics or questions. So you can build a different template for each startup in your portfolio.
– Step 2
Invite all your founders in one place and set periodic reminders for their updates
How do founders fill in their updates?
Founders have their own startup accounts with VeFund. They receive the template from their investor, fill it on the platform periodically, and submit it back to the investor.
– Step 3
Receive updates & analyze
Receive periodic updates from startups for review and analysis
Can I export metrics and KPIs?
Yes! You can export the numbers in CSV format for further analysis.
– Step 4
Receive budget & financial statement updates
Let the founders enter their budgeting and financial statements for review
Are the financial statements flexible for each company?
Yes! The user can change the financial statement items to fit their company’s case.