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Portfolio Management Software

EquityEffect Investor is the only fully-integrated portfolio and cap table management platform investors will ever need.

With real-time performance tracking of your investments, EquityEffect is your single source of truth across your investment portfolio no matter what cap table software your companies use.

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Track and Measure your Portfolio Companies KPIs with Ease

With real-time performance tracking of your investments, EquityEffect is your single source of truth across your investment portfolio.

  • Collect and track company KPIs from your portfolio companies from investment-to-exit.
  • Easily gather KPI information through access control panel.
  • Use EquityEffect’s managed services for updating and error-checking, and white-glove onboarding of portfolio company cap tables and KPIs.
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Simplify Fund Level Reporting

With real-time performance tracking of your investments, EquityEffect is your single source of truth across your investment portfolio

  • Track performance across funds in one central dashboard investment and different IRRs.
  • See how individual portfolio company performance impacts at the fund level
  • Share as much information with your LPs from the GP view as you see fit – from performance data to company KPIs, and more.
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Access Cap Table Level Metrics Across Portfolio

Access robust cap table data and waterfall tools for each portfolio company regardless of the cap table tool they use.

  • Run scenarios at any degree of complexity, including next-round, exit, and pro-forma modeling across multiple fundraising rounds using EquityEffect’s powerful waterfall engine.
  • Better plan your capital deployment and follow-on strategy for the future — roll up and run scenarios at the fund-level to evaluate potential future states for the fund.
  • Manage valuations in the platform keeping an accurate record of MTM valuations for each company, including internal and external marks.
  • Access EquityEffect-preferred accounting partners to initiate external valuations where needed (e.g., 409A).
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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

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