Every fund, every company, every metric — organized the way GPs think.
Fund dashboards, company profiles, and valuation workflows in one place. No more switching between Cap Table, Excel, and Notion to answer a simple question.
Your portfolio is scattered across six tools.
Fund dashboards live in Cap Table. Performance tracking in Excel. Company KPIs in Notion. When a board member asks about concentration risk, you spend an hour pulling data from three different sources.
NAV in one tab, IRR in another, company data in a third. Version control is "Final_v3_FINAL.xlsx".
By the time you update your tracking, the numbers are already outdated. Cap table exports sync quarterly at best.
Cap Table for cap tables, Notion for notes, Excel for analysis. Every question requires three logins.
Portfolio management, the way it should work.
Six integrated tools in one platform. All your data, always current, organized by how you actually think about your funds.
Each vehicle with hero stats, performance tiers, and company tiles. Exactly like your IC deck, but always current.
Investment thesis, cap table, KPIs, and deal memo — all on one page per company. Click any tile, see everything.
FMV-weighted treemaps reveal concentration at a glance. Sector, geography, and instrument breakdowns in one visual.
Cap Table sync, GP review, approve. Mark-to-market in 3 clicks, not 3 days. Full audit trail for your auditors.
Track companies approaching exit. Waterfall distributions calculated automatically. Know your DPI before your LPs ask.
Search, filter, and export across all funds and SPVs. Find any company, any metric, any document in seconds.
From scattered data to a single source of truth.
Sync Cap Table, upload your Excel trackers, connect your data room. Derek normalizes everything.
Companies grouped by fund, metrics calculated automatically, performance tiers assigned by your criteria.
Continuous sync keeps everything fresh. Review and approve changes — never rebuild from scratch.
Plugs into your existing stack
Derek syncs with the tools you already use. No rip-and-replace required.
Four modules. One record of truth.
See your portfolio the way you think about it.
Book a 20-minute demo. Bring your messiest fund data — we'll show you how Derek organizes it.
Request a demo