FOR FUND MANAGERS

Portfolio intelligence. LP reporting. Exit coordination.

Track your portfolio, automate LP reports, and coordinate liquidity events—all in one platform built for fund operations.

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THE CHALLENGE

Your portfolio is growing. Your tools aren't keeping up.

LP Reporting Burden

Manual Excel aggregation, inconsistent data, version control nightmares. LP reports shouldn't take days.

Portfolio Visibility

No unified view across 20-100+ companies. Can't quickly assess which portfolio companies need attention.

Performance Tracking

IRR, TVPI, DPI calculations scattered across systems. No real-time fund performance analytics.

Exit Coordination

Portfolio company liquidity events require coordination across shareholders, employees, and co-investors.

THE SOLUTION

One platform for portfolio intelligence

PRIMARY

Folio

Track your portfolio, generate LP reports, and monitor fund performance in real-time.

  • Portfolio dashboard
  • Automated LP reports
  • IRR, TVPI, DPI analytics

Transact

Coordinate portfolio company liquidity events. Facilitate secondaries and exits.

  • Secondary coordination
  • Portfolio company liquidity
  • Exit facilitation

Tabulate

Visibility into portfolio company cap tables when they use Incentiv.

  • Cap table access
  • ESOP visibility
  • Ownership tracking
LP ANALYTICS

Metrics your LPs expect

IRR
Internal Rate of Return
TVPI
Total Value to Paid-In
DPI
Distributed to Paid-In
J-Curve
Performance Visualization
SCALES WITH YOU

From Fund I to multi-fund complex

Fund I
AUM: <$20M

Basic portfolio tracking

Products: Folio
Fund II-III
AUM: $20-100M

LP reporting, compliance

Products: Folio + Equity
Multi-Fund
AUM: >$100M

Full analytics, exits

Products: Full Platform

Ready for institutional-grade portfolio intelligence?

Join leading funds managing portfolios on Incentiv.

Request a Demo