Context
Once investments are made, the real work begins: tracking portfolio performance, managing relationships with portfolio companies, and ultimately generating returns for Limited Partners.
This phase, often called 'portfolio management', is as complex as it is crucial for a fund's success.
The funds we worked with managed portfolios of 20 to 200+ companies, each with its own metrics, reporting cycles, and critical events (funding rounds, acquisitions, team changes).
Transforming this mass of data into actionable insights was a true challenge.
Problem & objectives
Investors spent days manually compiling data for board meetings and LP reports. Metrics were scattered across founder emails, ad-hoc spreadsheets, and sometimes simply in deal partners' memories.
Worse still, it was nearly impossible to have a consolidated view of portfolio performance: What's our current IRR? What are our best and worst performers? How does our latest vintage compare to previous ones?
Our strategic objectives:
Centralize all portfolio data in a single, reliable system
Automate tracking of key metrics (valuation, revenue, ARR, burn rate) and their evolution over time
Automatically calculate complex financial KPIs: IRR, MOIC, DPI, and their projections
Create professional LP reports in a few clicks rather than several days
Solution description
Portfolio Dashboard & Analytics
I designed a dashboard that instantly provides a complete portfolio view: investment distribution by stage, sector, geography. Performance charts over time, heatmaps of key metrics, quick identification of stars and difficult situations.
The innovation was in personalization: each user can create their own view with the metrics that interest them. A Managing Partner wants to see IRR and runway of each company; an Associate wants to track ARR targets and hiring plans. The system adapts to each role.
Valuation & Performance Tracking System
I developed a sophisticated system that automatically tracks valuations over time: initial investment, follow-on rounds, markups/markdowns, and exit events. The system calculates in real-time the IRR, MOIC, and DPI for each investment and for the fund as a whole.
To manage the complexity of cap table structures (common stock, preferred, options, convertibles), I created an interface that allows modeling different exit scenarios and understanding the impact on fund returns. A Managing Partner can instantly see: 'If this company exits at €100M, what will our MOIC be?'
Reporting Automation
Rather than asking teams to manually compile reports, I created a system of intelligent templates that automatically generate professional LP reports. The fund simply selects the period, companies to include, and desired level of detail.
The system generates PDFs with performance charts, quarterly highlights, status of each investment, and projections for future periods. What used to take 3-4 days of manual work now takes a few minutes, freeing the team to focus on higher-value activities.
Ecosystem integration
Positioned as a core pillar of the product suite, seamlessly connected with Deal Management, CRM systems, and AI capabilities - enabling structured data continuity across the full investment lifecycle.
Other projects/
Want to work together? /
I’m currently available for new collaborations; short or mid-term projects, full-time roles, or advisory work.
From product strategy to hands-on design and execution, I support teams across the entire product lifecycle.
If it sounds relevant, let’s set up a 30-minute call to explore fit.
