Fund dashboards, company profiles, and valuation workflows in one place. No more switching between Carta, Excel, and Notion to answer a simple question.
Fund dashboards live in Carta. 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By the time you update your tracking, the numbers are already outdated. Carta syncs quarterly at best.
Carta for cap tables, Notion for notes, Excel for analysis. Every question requires three logins.
Six integrated tools in one platform. All your data, always current, organized by how you actually think about your funds.
Fund I, Fund II, SPVs — each 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.
Carta 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.
Sync Carta, upload your Excel trackers, connect your data room. Derek normalizes everything.
Companies grouped by fund, metrics calculated automatically, performance tiers assigned based on your criteria.
Continuous sync keeps everything fresh. Review and approve changes, never rebuild from scratch.
Carta, Juniper Square, Allvue, your Excel trackers — Derek syncs with the tools you already use. No rip-and-replace required.
Book a 20-minute demo. Bring your messiest fund data. We will show you how Derek organizes it.