Proactive portfolio management
for small & mid-scale VC

A data-driven collaboration platform
for high-growth companies,
VCs, and fund allocators

Key Concepts
Screen faster. Deeper.
Portfolio: track & impact
Raise. Report. Shine
  • Roadmaps
  • Milestones
  • Smart memos
  • Tranche funding escrow
  • Suggestions & benchmarks
  • Communication & team work

Roadmaps: SMART planning, collaboration, and monitoring

Introducing roadmaps….

The perfect way for VCs, portfolio companies, and advisors to strategize, align their interests, invest, and gauge progress against measurable goals.

Your portfolio companies—current and future—can create roadmaps from scratch or build them from preexisting templates provided by you, other VCs, and/or industry experts.

roadmap

Milestones

Milestones: the building blocks of roadmaps.

As a VC, you track and actively manage your portfolio’s success rate on a milestone-based level.

Your milestones are stacked with valuable intelligence:

  • Predictions of success
  • Suggestions based upon key parameters: budget and distribution of funds
  • Correlation with other milestones
  • Memos and smart lists
  • Contextual data augmentation

Your limited partners will appreciate the transparency and efficiency you live and breathe.

Smart memos

Shield your portfolio companies from common startup mistakes and equip them with the wisdom and patterns of successful entrepreneurs, respected advisors, and industry experts.

Build your name in the market by publishing your milestones and memos.

Entrepreneur dos and don’ts

Operational checklists

ESG (environmental, social, governmental) compliance

Due diligence: best practices

Entrepreneur successes and failures 

Notepads and templates

Reading lists

Recommended productivity tools

Milestone reports

Give entrepreneurs decades of knowledge at their fingertips.

Systemize and share checklists and memos with your portfolio companies.

Actionable, assignable checklists

Every piece of advice you give can instantly be turned into an assignable task.

Nothing is lost. Everything moves forward in  a straightforward, congruent manner.

Effortless intelligence

Our natural language-processing algorithm tracks company names and tags them, providing inline intelligence on market data with potential introduction pathways.

Partners

Clients

Competitors

Potential Acquirers

Tranche funding escrow

Milestones serve as the foundation for tranche investment.

If you’d rather use milestone-based escrow, your funds will remain safely in the escrow account, released only for active milestone funding.


Suggestions & benchmarks

The more data you feed into the tool, the more AI-driven suggestions and insights you and your portfolio companies get:

“Similar milestones have taken 1.5 times longer in the past. 

Would you like to adjust the duration?”

“Your portfolio is in the top 7% best-performing for the healthcare industry and series-A funded. Great job!”

Communication & teamwork

Have you been craving a leading-edge collaboration tool for seamless communication with your peers, portfolio founders, and limited partners? 

Here it is.

  • Get deeper insights
  • Reduce due-diligence costs
  • Quantify your acceptance criteria
  • Co-invest

Get deeper insights

With access to historical primary-data sources on company traction, you can run faster, deeper due diligence on deal flow.

Reduce due-diligence costs

Share your due-diligence checklists ahead of time with the companies pitching to you. Smooth, elegant due diligence…faster.

Quantify your acceptance criteria

Qualify leads in real time with thresholds designed to save you time. 

“I’ll take meetings with companies with $20k MRR.”

“I’ll sign cheques for startups with an active user base of 100,000.”

Co-invest

In our connected collaboration environment, your LPs can seamlessly co-invest in your portfolio, significantly leveraging your capital efficiency and success rate.

  • Stay updated
  • Cut your losses
  • Double down on the winners

Stay updated

Reporting has never been this seamless before.

Receive scheduled, system-generated portfolio performance reports and easily transmit them to all stakeholders.

Cut your losses

We know this is still rare and unusual. 

Be the first to adopt a tranche funding framework. 

With traction data, it doesn’t take long to separate the winners from the losers. 

When you go milestone-based, funding is released only upon completion—a great way to protect your funds. 

Your limited partners will appreciate your attention to the security of their investment.

Double down on the winners

Now that your funds are reallocated to fund your top performers, you can actively use roadmaps, smart memos, and smart communication tools to build value for your lucrative portfolio.

  • Institutional compliance? No problem!
  • Family offices

Institutional compliance? No problem!

There’s a growing movement toward compliance with environmental, social, and corporate governance sustainability principles (ESG) as well as KYC and AML policies across the entire chain.

Now you can leverage our library of checklists, crafted by experts and ready for your use.

Family offices

The number of family offices has grown tenfold over the last decade. 

Raising funds in this context might seem easier, but alignment (and reporting) of expectations is still crucial. 

Grant your LPs instant access to your portfolio performance reports so they can rest assured that the future has been planned in a conscientious manner across the board.

Join the waitlist

  • 1

    You can join the waitlist here, with zero commitment.

  • 2

    Expect an email from us once your seat is ready.

  • 3

    Check out our systematized services for VC Firms.

Advisory Board

team-member
Tim Friedman
Founder PE Stack, Early member Preqin

Tim Friedman is a leading specialist on data and software solutions for the alternative assets industry with over 15 years of executive experience. In 2018 Tim founded PE Stack, the private equity and venture capital industry’s comprehensive source of information and consulting on specialized software and data solutions. He regularly advises on acquisitions in this area and has worked with numerous leading private equity firms and other strategic buyers in the space.

Prior to forming PE Stack, Tim was the Chief Commercial Officer and Head of US Operations for Preqin, the world’s leading alternative assets data source. Tim has also served as a director of Baxon, a portfolio monitoring solution which is now part of Dynamo. Tim holds an MBA from Cass Business School and a BA from King’s College (both part of the University of London).

team-member
Brett Noyes
CEO at Unbank.Ventures

Brett Noyes is Founder and Managing Director of Unbank.Ventures.  Unbank.Ventures is an early stage FinTech/Blockchain incubator program located in Silicon Valley.  The program has successfully incubated 40 companies since 2016. Prior work includes building incubator programs with Techstars, Jason Calacanis (This Week in Startups) and famous investor Tim Draper.

team-member
Artem Tokariev
Partner at 408 Ventures
Strategic, Innovative, Driven Business Leader and Mentor, Angel Investor, Venture Capitalist with more than 10 years of progressive experience in Business Management and Operations in the High-Tech industry. Hands-on Professional with specialized expertise in Business Development, Operations, Marketing, Sales, eCommerce and High-Tech Consumer. In addition, Artem assists innovation companies in the emerging markets with their US and international market expansion.
 
Previously, Artem managed of Huawei Direct-to-Consumer eCommerce business in the United States. He was responsible for the P&L and the overall performance of eCommerce business including growth, revenue and margin targets; managing the online customer acquisition, retention and loyalty programs; establishing integrated marketing plans to ensure targets are achieved for average order size, conversion and traffic goals; setting up yearly and quarterly operational plans and business reviews, forecasts and budgets to support demand generation and other marketing efforts.
Artem earned a Master’s Degree in Computer Sciense from National Technical University of Ukraine.
Tim Friedman
Founder PE Stack, Early member Preqin

Tim Friedman is a leading specialist on data and software solutions for the alternative assets industry with over 15 years of executive experience. In 2018 Tim founded PE Stack, the private equity and venture capital industry’s comprehensive source of information and consulting on specialized software and data solutions. He regularly advises on acquisitions in this area and has worked with numerous leading private equity firms and other strategic buyers in the space.

Prior to forming PE Stack, Tim was the Chief Commercial Officer and Head of US Operations for Preqin, the world’s leading alternative assets data source. Tim has also served as a director of Baxon, a portfolio monitoring solution which is now part of Dynamo. Tim holds an MBA from Cass Business School and a BA from King’s College (both part of the University of London).

Brett Noyes
CEO at Unbank.Ventures

Brett Noyes is Founder and Managing Director of Unbank.Ventures.  Unbank.Ventures is an early stage FinTech/Blockchain incubator program located in Silicon Valley.  The program has successfully incubated 40 companies since 2016. Prior work includes building incubator programs with Techstars, Jason Calacanis (This Week in Startups) and famous investor Tim Draper.

Artem Tokariev
Partner at 408 Ventures
Strategic, Innovative, Driven Business Leader and Mentor, Angel Investor, Venture Capitalist with more than 10 years of progressive experience in Business Management and Operations in the High-Tech industry. Hands-on Professional with specialized expertise in Business Development, Operations, Marketing, Sales, eCommerce and High-Tech Consumer. In addition, Artem assists innovation companies in the emerging markets with their US and international market expansion.
 
Previously, Artem managed of Huawei Direct-to-Consumer eCommerce business in the United States. He was responsible for the P&L and the overall performance of eCommerce business including growth, revenue and margin targets; managing the online customer acquisition, retention and loyalty programs; establishing integrated marketing plans to ensure targets are achieved for average order size, conversion and traffic goals; setting up yearly and quarterly operational plans and business reviews, forecasts and budgets to support demand generation and other marketing efforts.
Artem earned a Master’s Degree in Computer Sciense from National Technical University of Ukraine.
Miko Matsumura
General Partner at Gumi Ventures

Miko Matsumura is a General Partner with Gumi Cryptos, a US $30M venture capital fund focused early stage blockchain startups and a Venture Partner with BitBull Capital, a cryptocurrency fund-of-funds. He is also an advisor to Arrington XRP Capital. He has been a keynote speaker at dozens of blockchain conferences around the world. He is also cofounder of crypto exchange Evercoin,

Miko participated in the first wave of the Internet as chief Evangelist for the Java Language and Platform at Sun Microsystems and is now fully engaged in Internet of value. With 25 years of enterprise software marketing experience in Silicon Valley, he has raised over $50 million in venture capital for Open Source startups such as Gradle, Hazelcast and has participated in multiple exits including INFRAVIO, webMethods, Db4O. He has invested in open source money, advising successful startups like Naga Group ($50M Stock Trading), Playkey ($10.5M Streaming Gaming), Celsius ($50M Ether Lending), Wala (African Cryptobanking), Lottery.com (Online Lottery), Refereum ($30M Gamer Affiliate Marketing), Pundi X ($35M Payments), WiFiCoin, Guardian Circle (Decentralized Global 911 Emergency Services) and Hub (Decentralizing Professional Social Networking). He is also an LP with Focus Ventures, a firm with over $800M under management, 9 IPOs and 44 exits. He holds an Master’s degree in Neuroscience from Yale University where he worked on abstract computational neural networks. He’s leads the Crypto Underground meetup in San Francisco and is a well known speaker at many cryptocurrency and blockchain events.

Stuart Tweedie
Analyst at Marcena Capital

Stuart Tweedie brings a background in finance as an investment analyst at Marcena Capital, a multi-family office. Stu has experience sourcing and evaluating green-related investments for a mandate to invest $50M in sustainable businesses.

He regularly liaises with the entrepreneurial and investment community to identify and initiate buy-side cross-asset investments in real estate, private equity, infrastructure, and tech. Before working at Marcena Capital, Stu was an operations and venture analyst at  Ikigai Asset Management, a blockchain-focused hedge fund.

Stu is an Entrepreneurship Fellow at the University of Baltimore. He is researching sustainable cities and how to address the funding gap associated with achieving United Nations Sustainable Development Goals. Stu is passionate about sustainable development, early-stage investing, and health and wellness.

Satya Addagarla
VP, Banking
Satya is a business-focused IT leader experienced with transforming IT organizations into high-performing, responsive, well-managed teams that generate business value. In depth knowledge about BFSI domain (Credit Cards, Risk Management, Commercial Banking and Mortgage). Currently, he is head of Single Family Technology at Fannie Mae transforming the technology for mortgage lender engagement technology platforms. Prior to that he was head of online and mobile banking at Capital One. Satya spent 25 years in Telecommunications and BSFI domains of which 16 years are Capital One Bank in Credit card, Risk management and Commercial bank division.
 
Specialties: – Building and managing high performing organizations
– Expert in online and mobile banking for Commercial banking
– Expert in digital transformation specialized in digital channels and emerging technology
– Expert in UX and experience platforms
– Domain expert in Mortgage market and Mortgage backed securities
– Domain expert in Commercial Bank Sales and Service 
– Domain expert in Risk management, Corporate reputation and Governance
– Domain expert in Credit Card acquisition value chain (segmentation, modelling , web channels)
– IT & Product Strategy development
– Governance and portfolio management
– Annual Budgeting and Financial Management
– Risk Management (inlcuding GRC)
– Setting up and managing Global operations 
– Setting up outsourcing/offshoring for software development services and BPO
– Leading large scale projects and programs
– Setting up and implementing Lean/Agile methodologies 
team-member
Miko Matsumura
General Partner at Gumi Ventures

Miko Matsumura is a General Partner with Gumi Cryptos, a US $30M venture capital fund focused early stage blockchain startups and a Venture Partner with BitBull Capital, a cryptocurrency fund-of-funds. He is also an advisor to Arrington XRP Capital. He has been a keynote speaker at dozens of blockchain conferences around the world. He is also cofounder of crypto exchange Evercoin,

Miko participated in the first wave of the Internet as chief Evangelist for the Java Language and Platform at Sun Microsystems and is now fully engaged in Internet of value. With 25 years of enterprise software marketing experience in Silicon Valley, he has raised over $50 million in venture capital for Open Source startups such as Gradle, Hazelcast and has participated in multiple exits including INFRAVIO, webMethods, Db4O. He has invested in open source money, advising successful startups like Naga Group ($50M Stock Trading), Playkey ($10.5M Streaming Gaming), Celsius ($50M Ether Lending), Wala (African Cryptobanking), Lottery.com (Online Lottery), Refereum ($30M Gamer Affiliate Marketing), Pundi X ($35M Payments), WiFiCoin, Guardian Circle (Decentralized Global 911 Emergency Services) and Hub (Decentralizing Professional Social Networking). He is also an LP with Focus Ventures, a firm with over $800M under management, 9 IPOs and 44 exits. He holds an Master’s degree in Neuroscience from Yale University where he worked on abstract computational neural networks. He’s leads the Crypto Underground meetup in San Francisco and is a well known speaker at many cryptocurrency and blockchain events.

team-member
Stuart Tweedie
Analyst at Marcena Capital

Stuart Tweedie brings a background in finance as an investment analyst at Marcena Capital, a multi-family office. Stu has experience sourcing and evaluating green-related investments for a mandate to invest $50M in sustainable businesses.

He regularly liaises with the entrepreneurial and investment community to identify and initiate buy-side cross-asset investments in real estate, private equity, infrastructure, and tech. Before working at Marcena Capital, Stu was an operations and venture analyst at  Ikigai Asset Management, a blockchain-focused hedge fund.

Stu is an Entrepreneurship Fellow at the University of Baltimore. He is researching sustainable cities and how to address the funding gap associated with achieving United Nations Sustainable Development Goals. Stu is passionate about sustainable development, early-stage investing, and health and wellness.

team-member
Satya Addagarla
VP, Banking
Satya is a business-focused IT leader experienced with transforming IT organizations into high-performing, responsive, well-managed teams that generate business value. In depth knowledge about BFSI domain (Credit Cards, Risk Management, Commercial Banking and Mortgage). Currently, he is head of Single Family Technology at Fannie Mae transforming the technology for mortgage lender engagement technology platforms. Prior to that he was head of online and mobile banking at Capital One. Satya spent 25 years in Telecommunications and BSFI domains of which 16 years are Capital One Bank in Credit card, Risk management and Commercial bank division.
 
Specialties: – Building and managing high performing organizations
– Expert in online and mobile banking for Commercial banking
– Expert in digital transformation specialized in digital channels and emerging technology
– Expert in UX and experience platforms
– Domain expert in Mortgage market and Mortgage backed securities
– Domain expert in Commercial Bank Sales and Service 
– Domain expert in Risk management, Corporate reputation and Governance
– Domain expert in Credit Card acquisition value chain (segmentation, modelling , web channels)
– IT & Product Strategy development
– Governance and portfolio management
– Annual Budgeting and Financial Management
– Risk Management (inlcuding GRC)
– Setting up and managing Global operations 
– Setting up outsourcing/offshoring for software development services and BPO
– Leading large scale projects and programs
– Setting up and implementing Lean/Agile methodologies