Advanced Reporting

Professional Reports In One Click

Generate beautiful portfolio reports for tax preparation, LP updates, or personal analysis. Export to Excel, CSV, or PDF instantly.

Get Early AccessSee Portfolio Analytics

Export in Any Format

Choose the format that works best for your workflow

Excel

Multi-sheet workbook with investments, performance metrics, and allocation breakdowns.

.xlsx

CSV

Simple comma-separated format compatible with any spreadsheet application.

.csv

PDF

Professional formatted report ready to share with LPs or advisors.

.pdf

Reports for Every Need

Pre-built templates for common reporting needs

Portfolio Summary

Overview of all investments with key metrics, allocation, and performance.

Performance Report

Detailed MOIC, IRR, and ROI analysis with vintage year breakdowns.

Tax Preparation

Investment activity by tax year with cost basis and realized gains.

LP Updates

Professional quarterly or annual reports for your limited partners.

Custom Reports

Filter by stage, sector, date range, or any custom criteria.

Branded Reports

Add your logo and customize colors for professional presentations.

Reporting Made Simple

No more manual spreadsheet work or copy-pasting data. Generate comprehensive reports with a single click.

One-click export to Excel, CSV, or PDF
Schedule automatic weekly or monthly reports
Email reports directly to yourself or LPs
Include or exclude specific investments
Choose which metrics and columns to include
Historical reports with point-in-time data
Quick Export
Generate report in seconds
Portfolio SummaryPDF
Tax Report 2025Excel
Q4 LP UpdatePDF

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