portfolio support

Help your portfolio companies succeed

Use your network and deal data to support portcos as they grow, raise funds, and recruit

Product shot: Affinity Data: Biographic. List: Education History, Current Organization, Past Organizations, Investment Stage, Lead Investors

Get your portcos the people and advisors they need

A poorly managed network means portfolio companies miss out on valuable introductions. Maintain the quality and relevance of your network so you can make the connections that enable portcos to grow.

Rapidly find new hires

Identify and track the right people in your firm’s network—and the best paths to introductions—with long-term engagement and relationship tracking.

Identify and nurture high-value contacts

Strengthen relationships with talent, SMEs, co-investors, and LPs who can provide support to founders.

Drive stronger community engagement

Integrate with email marketing and events tools to manage your firm’s outreach and stay top-of-mind with your network.

Product shot of scoring mechanism with options including Candidate Evaluation, Great Candidate, and Good Candidate

Drive faster follow-on fundraising

Finding investors who are willing to invest and align with a company’s stage and industry is critical. Use your firm’s network to analyze the investor landscape, locate the right targets, and make warm introductions.

Introduce your portco to their next lead investor

Track co-investor activity and their investment success to identify the most relevant targets and strongest introduction paths for your portcos.

Share secure and curated investor lists

Kickstart a portco’s next raise by providing them access to live, read-only lists of investors curated by industry, stage, and past investment success.

Build relationships with future investors

Use customizable lists and automated relationship tracking to maintain consistent investor engagement between rounds.

Measure and showcase portfolio support

Monitoring your impact on portfolio company growth can be complex and time-consuming to track. Use reporting dashboards to showcase the results of portco support activities to founders and LPs.