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Fundsheet - Consulting & Services Tool

Consulting & Services · Founded by Kyle Xu in 2022

Fundsheet

Fundsheet

Track portfolio metrics, calculate fund KPIs, update investors & automate reporting, all in a single platform

Cost

Free Tier, Paid

Rating

People love it

Time to value

Quick Setup (< 1 hour)

Collect & track portfolio metricsSet up custom financial or operating metrics for each portfolio company, automate data collection & effortlessly track performance over time with interactive tables & charts.Calculate fund returnsEfficiently calculate key fund KPIs like MOIC, IRR & DPI by uploading fund valuations & investment cashflows, all tracked over time. Automate reporting to LPs for increased transparency.Automated reportingGenerate insightful reports like tear sheets, LP reports, benchmarking & more by integrating data from various sources. Save time & resources with reduced manual compliance & reporting efforts.

What Fundsheet does

Find investorsShortlist potential investorsManage investor outreach

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startup investors, early-stage funding, investor search, startup fundraising