What is VC Portal
Portfolio monitoring for fund investors — your GPs email updates, AI does the rest.
How it works
1
GP emails Excel/PDF
Quarterly updates land in a dedicated mailbox — the same habit your GPs already have.
2
AI parses
NAV, capital calls, holdings and narrative are read out of the file automatically.
3
You approve once
A before/after view shows exactly what changed — you check it and click once.
4
Published to dashboards
Today, Funds and Notes update immediately for everyone on your team.
The four tabs
Today
Your positions, the collection pipeline and portfolio news — the whole picture in one glance.
Funds
Drill into any fund: NAV, TVPI, portfolio companies and quarter-by-quarter key updates.
Inbox
The engine room — GPs' Excel/PDF updates land here, AI reads them, you approve once. No manual data entry.
Notes
Discussion threads that live directly on the fund or company they're about.
What approval means
Nothing a GP sends is published until a person says so. AI drafts the numbers and lines them up against what's already on record — you compare, then approve or send it back. That single click is the only manual step left anywhere in the pipeline.
Getting started
- 1Connect your mailbox — we point a dedicated address at the inbox your GPs already send updates to.
- 2Load your funds — commitments, GP contacts and reporting cadence, entered once.
- 3Your GPs keep emailing updates exactly as they do today — nothing changes on their side.
- 4You approve, VC Portal publishes — dashboards update the moment you say yes.
Setup takes about a day.
Security
Every tenant is isolated at the database level — your funds, notes and history are never visible to another tenant. Your data stays yours: exportable at any time, deleted on request.
Some actions in this demo are simulated · all data shown is sample data.