CapTrack for growth equity, VC, and PE firms

Turn portfolio reporting into a traceable operating system.

CapTrack replaces scattered email follow-ups with flexible reporting requests, secure company upload links, source-file preservation, custom KPI responses, and P&L mapping that turns company-native labels into firm-standard data over time.

Set up CapTrack Create your first reporting request View the internal dashboard Preview company upload flow

Demo flow

Build the request

Choose companies, period, due date, files, KPIs, and custom questions.

Company responds

The company sees exactly what is due and uploads normal files.

Review source files

Analysts check completeness and keep the original files traceable.

Map native labels

Rows such as Subscription Revenue map to standards like Revenue.

Track portfolio data

Approved responses and metrics become comparable across periods.

The problem

Recurring reporting breaks down when the process lives in email.

Financial files arrive across inboxes, shared drives, custom portals, and one-off links.

Follow-ups are manual, so analysts lose time figuring out who is late or incomplete.

Each company reports KPIs and P&Ls differently, which makes portfolio analysis brittle.

Source files need to stay traceable for audit, board support, and partner questions.

The workflow

One service layer for requests, responses, review, and data reuse.

Build flexible reporting requests with files, KPIs, questions, and instructions.

Collect responses through secure company-specific upload links with no external login.

Track sent, viewed, submitted, late, reviewed, and approved status in one place.

Map native P&L rows into firm-standard metrics while keeping originals intact.

What each user gets

Internal users get control. Portfolio companies get a simple ask.

Continue setup

Analysts

See what is missing, review uploaded files, and normalize financials.

Partners

Get a clear read on portfolio reporting health and approved metrics.

Finance / Ops

Coordinate requests, reminders, source-file retention, and review status.

Portfolio company CFOs

Use one secure link to upload the normal monthly reporting package.

Start with firm setup, then run the first request loop.

CapTrack uses the existing organization, company, contact, and request schema. If true public signup is not enabled, setup is guided for the authenticated internal user.

Set up CapTrack View dashboard