Funds and investors. Built around your plan.
VC and PE firms, family offices and their portfolio teams. Investment teams tracking portfolios, reporting to LPs and working deal flow without more headcount.
Portfolio updates arrive late and in different formats
LP reporting takes weeks every quarter
Deal flow lives in partners’ inboxes
Each one, handed to Erin
Every problem above becomes something Erin does for you, on a schedule or when it happens. Add the ones you want, and build your system as you go.
Portfolio updates arrive late and in different formats
Monthly KPIs and commentary from each company’s update, in one view.
Email
CalendarLP reporting takes weeks every quarter
Drafts the quarterly LP letter from portfolio data and news.
EmailCalendarDeal flow lives in partners’ inboxes
Inbound decks logged, summarised and scored against your thesis.
EmailCalendarValue-creation tracker
Each initiative against its target, owner and date.
EmailCalendarInvestment committee paper
Options, evidence and risks on one page for each decision.
EmailCalendarFounder and co-investor map
Warm paths to founders and co-investors through your network.
EmailCalendarOne view of the portfolio, every month
Erin turns each company’s monthly update into one portfolio view with commentary, drafts the quarterly LP letter, and logs and scores inbound decks against the fund’s thesis.