Portfolio Monitoring

Portfolio monitoring products help venture capital and private equity firms manage their existing portfolio companies with tools that track performance metrics, investor updates, cap tables, and documents.

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Standard Metrics

Standard Metrics is the premier product for large venture firms to manage their portfolio.

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Cura

Emerging portfolio monitoring platform for venture firms and founders.

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Edda

European based portfolio monitoring and deal flow company.

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Cobalt

Portfolio monitoring from Factset. Used most commonly by smaller PE firms.

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Visible

Portfolio Monitoring tool for Emerging Managers

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Vestberry

European focused portfolio monitoring product.

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VC Diligence AI

Light-weight open-source tool for parsing PDF statements from portfolio companies.

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iLevel

Established portfolio monitoring product owned by S&P

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Tactyc by Carta

Fund modeling and light weight portfolio monitoring. Acquired by Carta in 2025

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Lumonic

Portfolio Monitoring for Private Credit

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Totem

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Chronograph

Private Equity focused portfolio monitoring.

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Rundit

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Seraf

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Allvue

Leading fund accounting system used by many large firms

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Carta

Carta offers wide ranging services for venture capital firms from cap tables to full service fund admin and many places in between.

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