How we make this list: we compare pricing pages, product documentation and public user reviews. Ratings come from G2, Capterra or Trustpilot, with the date we checked them.
Key takeaways
- Portfolio support software helps VC firms track portfolio companies, collect metrics, run value-add workflows such as introductions and hiring, and report to LPs.
- Visible leads with a free Starter plan and structured founder updates, while Affinity from 2,000 dollars per user per year leads relationship-driven support.
- Standard Metrics leads portfolio data normalization with standardized KPI collection, and Tactyc leads reserves and portfolio construction modeling.
- Most VC tools are quote-based, since pricing depends on fund size, portfolio count, and modules, so always request a custom quote.
- Fees vary by scope, and this guide is general information only, not financial advice, so confirm pricing and contract terms before signing.
Quick comparison
| Tool | Best for | Starting price | Free plan |
|---|
 Visible | Founder updates and portfolio reporting | Free | Yes |
 Affinity | Relationship-driven support workflows | $2,000 per user per year | No |
 Standard Metrics | Portfolio data normalization | See website | No |
 Carta | Equity and fund administration | See website | Yes |
 Tactyc | Reserves and portfolio construction | See website | No |
 Vestberry | Portfolio analytics | See website | No |
 Edda | End-to-end VC workflows | See website | No |
 Juniper Square | LP reporting | See website | No |
Is your product missing or out of date?
We review this list regularly. Vendors can request a listing, send updated pricing or ask about featured placement.
The best portfolio support software for VCs
Starting priceFree
Free planYes
Visible is a platform for investors and founders covering portfolio monitoring, fundraising, investor updates, dashboards, data rooms, and LP reporting. It serves two sides of the same data problem: the fund wants consistent portfolio metrics, and the founder wants a single place to manage updates and fundraising materials. The platform collects recurring company data using structured templates and surfaces it in configurable dashboards, with metric alerts, benchmarking, and LP reporting. The free Starter plan makes it accessible for emerging managers, and founder paid plans run 59 dollars per month for Base billed annually, 129 dollars for Core, and 199 dollars for Growth.
The drawbacks are investor pricing opacity and category limits. Investor plans use custom pricing with no published figures, and funds needing deal sourcing CRM or full fund accounting should assess those categories separately. Visible suits funds that need a repeatable system for collecting company metrics, founder updates, and portfolio reporting across many companies.
What we like- Free Starter plan
- Structured data collection from portfolio companies
- Investor update templates
- Portfolio reports and LP reporting
Watch out for- Investor plans use custom pricing with no published figures
- Founder paid plans from 59 dollars per month
- Deal sourcing CRM and fund accounting need separate tools
#2Affinity
Best for: Relationship-driven support workflows4.5/5 on
G2 (452 reviews, checked Oct 2026)
Visit affinity.co
Starting price$2,000 per user per year
Free planNo
Affinity is primarily a relationship intelligence platform for private capital, but it also positions specific workflows for portfolio support and management. Its portfolio support workflow page helps portfolio companies succeed through introductions, hiring support, and growth initiatives, tracking co-investor activity and surfacing stronger introduction paths for follow-on fundraising. Activity capture automatically creates and maintains the firm network via email and calendar sync, building a relationship map and reducing manual data entry, while Affinity Analytics surfaces insights and trends. It rates 4.4 out of 5 on G2.
The drawbacks are price and CRM focus. Pricing starts from 2,000 dollars per user per year, and Affinity remains CRM-first, so funds needing deep portfolio analytics or fund accounting must pair it with other tools. Affinity suits VC platform teams that run portfolio support at scale and need a system to track requests, intros, and outcomes.
What we like- Relationship intelligence with automatic activity capture
- Portfolio support workflow page for introductions, hiring, and growth
- Analytics dashboards
- 4.4 rating on G2
Watch out for- From 2,000 dollars per user per year, or about 167 to 225 dollars per user per month billed annually
- Enterprise pricing for larger teams
- CRM-first design
Starting priceSee website
Free planNo
Standard Metrics leads portfolio data normalization, collecting standardized KPIs from portfolio companies and reporting them consistently across the portfolio. Its strength is consolidation: it pulls portfolio company data across different formats, validates anomalies before they hit dashboards, and keeps audit history across quarters for KPIs such as ARR, runway, and headcount, including notes and context for changes. It rates 4.5 out of 5 on G2.
The drawbacks are price opacity and scope. Pricing is custom with no published figures, and its data collection focus means deal sourcing and fund accounting need separate tools. Standard Metrics suits funds that need clean, comparable portfolio data for LP reporting and follow-on decisions.
What we like- Standardized KPI collection and reporting
- Portfolio data normalization across formats
- 4.5 rating on G2
- Audit history for KPIs
Watch out for- Custom pricing with no published figures
- Data collection focus over deal sourcing
- Implementation needs template setup
#4Carta
Best for: Equity and fund administration4.3/5 on
G2 (232 reviews, checked Oct 2026)
Visit carta.com
Starting priceSee website
Free planYes
Carta started in cap table management and grew into a full private capital platform covering equity management, fund administration, legal and compliance, all on connected data. For venture and PE funds already on Carta for portfolio company equity, extending to fund admin and investor relations keeps everything in one system, and its network of 50,000 companies makes it hard to ignore. Carta Plugins embed equity and fund expertise into Claude, letting teams query live books and model scenarios. It rates 4.3 out of 5 on G2 across 232 reviews.
The drawbacks are quote pricing and breadth. Paid pricing runs by quote, with list figures from 2,800 dollars per year for basic plans to far higher for fund administration, and breadth can be more than small funds need. Carta suits VC and PE funds that want equity management, fund admin, and investor relations connected.
What we like- Free tier available
- Cap table intelligence plus fund administration
- 50,000 companies on platform
- 4.3 rating on G2
- AI-native with Claude integrations
Watch out for- Paid pricing by quote
- Breadth can be more than small funds need
- Fund admin quality varies by engagement
Starting priceSee website
Free planNo
Tactyc, now Tactyc by Carta, specializes in reserves and portfolio construction, with scenario modeling for follow-on strategy that helps funds plan how much to reserve for each portfolio company and how follow-on rounds affect ownership. Its modeling depth suits funds that need to test portfolio construction scenarios before committing reserves, and its Carta ownership connects modeling to cap table data. For funds where reserve strategy drives returns, Tactyc is the purpose-built choice.
The drawbacks are price opacity and scope. Pricing is not published, no free version or trial is shown, and its modeling focus means day-to-day support workflows such as introductions need other tools. Tactyc suits funds that need reserves and portfolio construction modeling for follow-on strategy.
What we like- Scenario modeling for follow-on strategy
- Reserves and portfolio construction
- Now part of Carta
- Fund modeling depth
Watch out for- Pricing not published
- No free version or trial shown
- Modeling focus over day-to-day support workflows
Starting priceSee website
Free planNo
Vestberry offers portfolio analytics with investment tracking and reporting dashboards, built for funds that need clear visibility into portfolio performance. Its dashboards track investments, valuations, and KPIs across the portfolio, with reporting that feeds LP updates and internal reviews. Its 4.8 rating on G2 is the highest on this list, reflecting strong satisfaction among funds that use it for analytics.
The drawbacks are price opacity and scope. Pricing is custom with no published figures, and its analytics focus means deal sourcing and fund administration need separate tools. Vestberry suits funds that want portfolio analytics and reporting dashboards as their primary support tool.
What we like- Investment tracking and reporting dashboards
- Portfolio analytics depth
- 4.8 rating on G2, highest on this list
Watch out for- Custom pricing with no published figures
- Analytics focus over deal sourcing or fund admin
- Smaller brand than Carta or Affinity
Starting priceSee website
Free planNo
Edda covers end-to-end VC workflows in one system, from deal flow through portfolio monitoring to an LP portal, which suits funds that want one platform for both investing and portfolio support. Its integrated approach avoids stitching together separate CRM, monitoring, and reporting tools, and its LP portal gives limited partners direct access to reports and updates. For emerging managers that want simplicity, Edda single-system design is appealing.
The drawbacks are price opacity and brand scale. Pricing is custom with no published figures, and its smaller brand means fewer integrations than Carta or Affinity. Edda suits funds that want end-to-end VC workflows in one system rather than a best-of-breed stack.
What we like- End-to-end VC workflows covering deal flow, portfolio monitoring, and LP portal
- Single system for deal and portfolio work
Watch out for- Custom pricing with no published figures
- Smaller brand than Carta or Affinity
- LP portal depth varies by plan
Starting priceSee website
Free planNo
Juniper Square is the highest-rated LP reporting option at 4.7 out of 5 on G2, trusted by 2,300 or more general partners with 1 trillion dollars or more in LP capital. It offers a unified platform from fundraising to reporting, with fund administration services included and JunieAI agents for GP workflows, which makes LP reporting its core strength. For funds where LP reporting quality drives fundraising, Juniper Square is the benchmark.
The drawbacks are enterprise fit and implementation. Pricing runs via demo with enterprise terms, it is built for institutional funds rather than small syndicators, and implementation is a project rather than a quick setup. Juniper Square suits institutional funds that need LP reporting at scale.
What we like- Highest-rated LP reporting option at 4.7 on G2
- Trusted by 2,300 or more GPs with 1 trillion dollars or more in LP capital
- Unified platform from fundraising to reporting
- JunieAI agents for GP workflows
Watch out for- Enterprise pricing via demo
- Built for institutional funds, not small syndicators
- Implementation is a project
How we chose
We compared VC portfolio tools on data collection, support workflows, analytics, LP reporting, and published pricing, using 2026 VC management comparisons and G2 ratings. We favored tools with clear portfolio support positioning, whether data normalization, relationship workflows, or reserves modeling, while noting where quote-based pricing blocks comparison. We also separated portfolio support from deal sourcing and fund accounting, since many tools cover one well and others poorly.
How to choose the best portfolio support software for VCs
Start by naming your support motion: if introductions and hiring drive value, choose Affinity; if clean KPI data drives decisions, choose Standard Metrics; if reserve strategy drives returns, choose Tactyc. Next, check LP reporting needs, since Juniper Square and Visible lead there, and confirm whether your fund admin already covers reporting through Carta. Then request custom quotes based on fund size, portfolio count, and modules, since most VC tools are quote-based. Finally, pilot with five portfolio companies and one LP report cycle, measuring data collection time and report quality before rolling out across the portfolio.
Frequently asked questions
What is portfolio support software for VCs?
It is software that helps VC firms track portfolio companies, collect metrics, run value-add workflows such as introductions, hiring, and follow-on fundraising support, and report results to limited partners. It covers the work after investment, not deal sourcing alone.
Which tool is best for collecting portfolio company metrics?
Standard Metrics leads data normalization with standardized KPI collection and audit history, while Visible leads structured founder updates with templates and dashboards. Choose Standard Metrics for comparable KPIs and Visible for update workflows.
How much does VC portfolio software cost?
Visible offers a free Starter plan, Affinity starts from 2,000 dollars per user per year, and most other tools are quote-based by fund size and portfolio count. Always request a custom quote, since published figures are rare in this category.
Do I need separate tools for deal sourcing and portfolio support?
Often yes. Affinity covers both relationship-driven deal sourcing and support workflows, while Visible, Standard Metrics, and Tactyc focus on portfolio work. Funds that need both should check whether one platform covers both motions well enough.
What is reserves modeling?
Reserves modeling plans how much capital to hold back for follow-on rounds in existing portfolio companies, testing scenarios for ownership, valuation, and fund returns. Tactyc specializes in this modeling for follow-on strategy.
Is this guide financial advice?
No, this guide is general information only. Fees vary by scope, fund size, and modules, so confirm pricing and contract terms with each vendor and your fund advisors before signing.
Sources we checked (0)
Is your product missing or out of date?
We review this list regularly. Vendors can request a listing, send updated pricing or ask about featured placement.
Shihab Mia · Founder, Rankite
Shihab has 5+ years in B2B and SaaS SEO. He writes Rankite's software buying guides from pricing pages, documentation and public user reviews. More about Shihab.