Portfolio company reporting
- 6
- vendors
- Oct 31, 2026
- last checked
6 vendors, A to Z
- 73 StringsExtracts portfolio data, monitors holdings and runs valuations for private markets firms.Clients named 2 · Checked Oct 2026
- CEPRESA private markets data and analytics platform covering deals, funds and portfolios, used by GPs and LPs.Checked Oct 2026
- ChronographCloud-based portfolio monitoring, valuation and reporting software for private capital GPs and LPs.Clients named 13 · Checked Oct 2026
- Standard MetricsCollects, analyzes and reports portfolio company data for venture and private equity investors.Clients named 5 · Checked Oct 2026
- VestberryBrings venture fund portfolio data together and automates reporting for VC teams.Clients named 3 · Checked Oct 2026
- VisiblePortfolio monitoring for venture investors, plus fundraising and investor-update tools for founders.Clients named 4 · Checked Oct 2026
| Vendor | What it does | For | Clients named | Integrations | Founded | Checked |
|---|---|---|---|---|---|---|
| 73 Strings | Extracts portfolio data, monitors holdings and runs valuations for private markets firms. | – | 2 | – | – | |
| CEPRES | A private markets data and analytics platform covering deals, funds and portfolios, used by GPs and LPs. | GPs, LPs | – | – | – | |
| Chronograph | Cloud-based portfolio monitoring, valuation and reporting software for private capital GPs and LPs. | GPs, LPs | 13 | 4 | 2016 | |
| Standard Metrics | Collects, analyzes and reports portfolio company data for venture and private equity investors. | – | 5 | 3 | – | |
| Vestberry | Brings venture fund portfolio data together and automates reporting for VC teams. | – | 3 | – | – | |
| Visible | Portfolio monitoring for venture investors, plus fundraising and investor-update tools for founders. | – | 4 | 14 | – |
Listed A to Z. Nobody pays to be listed or to change their place. This list is not everything: what we list and what we leave out.
What it does
These products gather numbers from portfolio companies, through a request sent to the company, a direct data connection or files read automatically, then keep them in one place for analysis, valuation work and reports.
How it differs
This software tracks how the companies a fund owns are doing. It is not fund accounting, which records the fund’s own books, and it is not a portal for reporting out to investors. Vendors built for venture and for buyouts differ a good deal in the depth of metrics they expect.
What to ask a vendor
- How do portfolio companies send their numbers, and how much work does it make for them?
- Who checks extracted numbers before they reach a report?
- Does it cover your strategy, for example credit or real assets as well as equity?
- Can it hold valuation work and support an audit trail?
- What does it connect to for market data and for your CRM?
Pricing
Few vendors publish a price. Where one does, it is on that vendor’s page here. Ask what the price depends on, such as the number of portfolio companies or funds.
Missing a software company? Suggest one.