Every SPV in one place
You've run SPVs on a few different platforms and in plenty of spreadsheets. Each one reports only on itself. This is the place that tracks and reports across all of them.
The problem you have
Run enough SPVs and they scatter. One's on AngelList, the next on Carta or Sydecar, a handful live in spreadsheets, and each platform shows you only the deals you did there. The spreadsheet ones show you nothing until you build the report by hand. There's no single view of how your whole book of deals is doing, and no clean way to give one to an LP.
Point every founder update at one inbound address and each company's metrics chart themselves, whichever platform the SPV sits on. Paste the capital positions from any platform or a spreadsheet and AI maps the columns, so an off-platform deal lands in the same dashboard as the rest. One place to track every SPV, and one place to report from, so an LP who's in five of your deals sees a single rolled-up picture instead of five disconnected statements.
What matters most for an SPV lead
Every module is a switch that's off by default. Run the piece you need and ignore the rest.
Portfolio Reporting
One dashboard across every SPV
Every SPV's company update in any format, with MRR, burn, and headcount charted over time, so the whole book of deals is legible in one place instead of split across platforms.
LP Reporting
Import from any platform or a spreadsheet
Paste the capital positions from AngelList, Carta, Sydecar, or a plain spreadsheet and AI maps the columns, so the deals you ran off-platform sit right next to the ones you didn't.
LP Reporting
Consolidated LP reporting
Roll every LP up across all the SPVs they're in, print a capital account as of any date, and report to everyone from one place, with a branded portal and K-1s when you want them.
Model what this doesn't
Reporting runs on live data. When you need to model forward, the Hemrock models pick up where the app stops.
Get started
Taylor Davidson helps entrepreneurs and investors create and use financial models for business decisions through his template financial models and strategic advisory services at Hemrock (formerly Foresight). Chief Financial Officer (fractional) for Laconia Capital Group. Learn more at About.
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