financial tools

Venture Portfolio Analytics & Valuation

Track your fund’s performance and report on all your positions with up-to-date data and real-time valuations on an easy-to-read dashboard. We’ll do the digging and provide audit-ready reports so the middle office can focus on keeping the front office in the know.

  • Fund performance data on demand

    Track real-time deal IRR right from your dashboard. We’ll give you financial and non-financial KPIs at a glance along with the tools to dive into the data and track company metrics, benchmark performance against indexes and private company subsectors
  • Expert VC fund valuations

    We’ve delivered over 4,000 valuations (and never outsource), so we can reliably provide the best intelligence about your portfolio investments’ performance whenever you need it. Ongoing valuations and on-demand audit support keep you up to date and in the know.
  • Effortless ASC 820 compliance

    Keep your fund’s financials GAAP-compliant with our included ASC 820 reporting. We make it easy to roll audit-ready valuations right into your financial statements with our position-specific analysis.

Working with Preferred Return was a real pleasure. Their process is super easy, and they delivered by the date we needed.

Tony Zakula / CFO Expensify
Simplify your venture capital fund administration

Ready for better, faster, spreadsheet-free portfolio analytics and reporting?