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#1 Portfolio Management Software
for Venture Capital Firms

Venture Capital firms have been stuck using outdated systems to manage their portfolios for too long. The lack of a central source of information can lead to large consequences for a fund.

That is why we built EquityEffect, your single-source of truth for all your portfolio data wrapped with our managed services to make data management easy. Its time to get the right information, at the right time to make the best decisions.


Easily Gather and Measure KPIs

Automate, manage, and analyze key performance data from your portfolio companies. Make faster decisions on portfolio companies by analyzing financial, operational, and ESG metrics in one place.

  • Centralize and manage KPI’s across the portfolio
  • Easily gather data from each portfolio company
  • One-click tear sheet creation for easy reporting
Company Performance
Cap Table Information

All Your Cap Tables In One Place

Tracking ownership, valuations and key legal terms across a portfolio is hard. Usually this data is all over the place. With EquityEffect, get all your cap tables in one place regardless of the software used by your portfolio companies.

  • Real-time fund performance metrics
  • Track company EV’s ownership metrics and all other key cap table data
  • View key legal terms data across the portfolio

Run Complex Scenario Modeling In Minutes

Easily understand potential outcomes for your fund and companies and what that means for you funds returns. Do all this in minutes vs. hours of spreadsheet work.

  • Model fund outcomes taking into account each individual company waterfall
  • Run complex waterfall analysis in seconds
  • Model follow-ons to forecast how investment in a follow-on might impact the fund.
Fund Scenario Modeling

Integrate Data Into Other Key Systems

There are many key systems used at a high functioning Venture Capital firm. Data needs to flow back and forth freely. Our API makes this possible.

  • Integrate data and metrics into systems like iLevel, Salesforce, Affinity or Slack.
  • Create custom reports like co-investor report or legal term portfolio report.
  • Grab historical data by day, week or month to understand trends.
Hear From Our Customers

EquityEffect’s powerful what if scenario planning feature completely suits our VC needs, allowing us to easily create multiple investment scenarios and compare them side-by-side, eliminating the need for cumbersome spreadsheet calculations.

- Viola Ventures

Our cap table is complex, and EquityEffect’s platform handles it all - our financing rounds, certificates and employees’ options. Their automatic document generation workflow and electronic signatures saves us time and money, and eliminates errors.

- Clicktale

As all of our options, terminations and transactions are managed in EquityEffect, we know that the ASC 718 reports we create with EquityEffect are correct and have taken all factors into consideration, and can send them directly to our auditors. EquityEffect is a One Stop Shop for stock administration and accounting purposes – highly recommended.

- Kaltura

Get Started with EquityEffect Today

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