Folio
Private Markets Intelligence
How to Calculate DPI, RVPI and TVPI: Formula, Example and Common Mistakes
How to calculate DPI, RVPI and TVPI from an LP capital account, check them against the GP report, and spot the mistakes that move the multiple.
VC Portfolio Monitoring: How to Run a Monthly Review That Catches Problems Early
A monthly routine for VC funds: collect the same five numbers from every portfolio company, check them, score each against written thresholds, and give every flag an owner and a date.
What Is a Capital Call? Meaning, Worked Example and Notice Checklist
A capital call is a fund's formal request that its investors send part of the money they promised. See the four balances to track, a worked example and a notice checklist.
IRR vs XIRR: What is the difference? What should private market investors check?
IRR assumes equal periods; XIRR uses actual dates. A dated startup example shows how far the choice moves the return, with spreadsheet steps and checks.
How to Collect Portfolio Company Updates Without Chasing Founders
Send the same short request to every founder on Day 1, one reminder on Day 5 and a note from the deal lead on Day 10. The calendar does the chasing, so nobody has to nag.
How Folio Automates Portfolio Data Collection From Multiple Startups
Define, collect and review portfolio-company updates across startups with a clear record of each metric's source, date and changes.
The AIF Operational Checklist Every VC Fund Manager Needs in 2026
Build a scheme-specific AIF control register that connects current requirements, responsible owners, source records and follow-up.
Why VC Quarterly Reporting Takes Two Days With Folio
A source-to-approval checklist for fund managers preparing a quarterly VC report for limited partners.
What are the Most Important LP Reporting Metrics That VCs need to Know?
IRR alone can be moved by the timing of capital calls and distributions. These are the metrics LPs read alongside it, what each one shows and how to calculate it.
Why Manual Portfolio Data Collection Is Slowing Down VC Decision-Making in 2026
Map where manual portfolio collection may slow a VC review, then improve metric definitions, source tracking and sign-off.