Every company update, funding round and KPI note, read and kept to one line per holding. Monthly and quarterly valuation memos, drafted with the source attached.
Investor updates, funding round documents and KPI notes are read as they arrive, for every company in the portfolio.
Each holding stays a single, current line: latest round, latest numbers, and the document they came from.
Monthly and quarterly valuation memos come as a first draft, with the source for every figure one click away.
The reading and the first draft are done for you. Nothing lands in the book until someone on your team has checked it against its source and signed off.
You keep the judgment. You lose the copy-paste.
If your team marks a venture book monthly or quarterly, we’d like to hear from you.