LP reporting software for venture capital
Foliant builds LP reports from the same numbers you use every day. When you send one, it is frozen: the figures, marks and commentary stay exactly as they were, so there is never a question about what an LP was told.
Built from live data
Portfolio value, TVPI, DPI, IRR and company updates, pulled from your book.
Frozen on send
Each sent report is a fixed record, with a stated basis for every valuation.
Private links
Share by link with optional email codes, and see when it was opened.
Questions
Can I change a report after sending it?+
No. A sent report is frozen as a record. You can issue a new one, and both stay on file.