Use cases
Inventory
Find every tool, owner, seat, and cost.
Savings
Catch waste, overlap, and renewals early.
Access
Onboard and offboard across your stack.
Context
Map how people, tools, spend, and agents connect.
For
Founders
Protect runway by seeing every tool and cost.
Engineering
Control AI usage, access, and provider spend.
Finance
Reconcile software spend and find waste.
Operations
Keep inventory, access, and renewals current.
Resources & company
Resources
Guides and practical software insights.
Manifesto
Why software operations need a new model.
Press
Company news and media resources.
Partners
Build and grow with ELI.
IntegrationsStacksTools
Talk to a humanDiscover my stack
IntegrationsStacksTools
Discover my stackTalk to a human

Company

  • Home
  • Manifesto
  • Talk to us
  • Partners

Help

  • Terms of service
  • Privacy policy
  • Docs

Product

  • Inventory
  • Savings
  • Access
  • Context

For teams

  • Founders
  • Engineering
  • Finance
  • Operations

Explore

  • Integrations
  • Tools
  • Stacks
  • Startup credits
  • Articles

Socials

  • LinkedIn
  • Instagram
  • TikTok
  • YouTube
Enterprise Layer Intelligence
Categories/Business Intelligence/Fundsheet
Fundsheet

Fundsheet

Founded by Kyle Xu in 2022

Track portfolio company metrics and calculate fund performance indicators like IRR and TVPI

Pricing model

Free Tier, Paid

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Fundsheet to manage venture capital and private equity portfolios in one place. It lets you collect operating and financial metrics directly from portfolio companies, store cap tables, and track fund cash flows over time. You can automatically calculate core fund performance metrics like IRR, TVPI, DPI, and MOIC by uploading investments and valuations. Additionally, you can model exit waterfalls, build custom performance reports, and send regular updates or reports directly to limited partners and firm stakeholders without manual spreadsheet calculations.

What Fundsheet does

Calculate fund performance metrics like TVPI and IRRCollect operational metrics from portfolio startupsModel carry waterfall distributions for exitsGenerate and distribute LP reportsMaintain portfolio company cap tables and cash flowsCompare financial performance across portfolio companiesAutomated calculation of fund metrics including IRR, TVPI, DPI, and MOICCustom financial and operating metric tracking for portfolio companiesExit waterfall modeling for individual companies or the entire fundDirect investor reporting with customizable report templatesRole-based access control for team members and limited partnersInteractive tables and charts to compare portfolio company performanceCentralized cap table and fund cashflow record keeping

Pricing breakdown

Pricing model: Free tier, Paid

PlanList price
FreeFree
Standard$299 / mo
Premium$399 / mo
Scaled$499 / mo

Frequently asked

Want a tailored answer?

See whether Fundsheet fits your stack.

Techbible weighs Fundsheet against what you already pay for, your team shape, and the work that's actually happening. Free to start.

Side by side

Compare Fundsheet

Search the catalog or pick a similar tool to compare pricing, features, and fit.

Or pick from similar tools

More in Business Intelligence

All tools →
Tableau

Tableau

Data visualization made easy for better decision-making.

Zoho Analytics

Zoho Analytics

Connect diverse business data sources and build interactive reporting dashboards with AI assistance

Amazon QuickSight

Amazon QuickSight

Connect enterprise data sources to build interactive dashboards and uncover business trends quickly

Looker

Looker

Build interactive data dashboards and explore business metrics from your data warehouse

ActiveGraf

ActiveGraf

Run interactive what-if scenarios and cash flow forecasts to evaluate business decisions

Aegis Rider

Aegis Rider

Wear a motorcycle helmet with built-in augmented reality navigation display

AgencyAnalytics

AgencyAnalytics

Automate client reporting and track marketing campaign performance across multiple channels

Anaplan

Anaplan

Plan business scenarios and forecast finances across sales, supply chain, and operations

Fundsheet, portfolio management, venture capital, private equity, fund KPIs, IRR calculator, TVPI, DPI, MOIC, LP reporting, cap table management, exit waterfall modeling, investor reporting, investment tracking, financial metrics