Venture Capital

Portfolio Financial Platform for a Growth-Stage VC Firm

Same firm as above ($3B+ AUM). A complete rebuild of their portfolio financial management platform, serving 100+ active portfolio companies.

Duration

Multi-year

ongoing (since late 2021)

Team

product designer

2 frontend engineers

2 backend engineers

DevOps

Services

Custom Software Development

Tech Stack

React

Python

PostgreSQL

Kubernetes

AWS EKS

RDS

Redis

Terraform

GitOps

The Challenge

What stood in the way.

The firm's 100+ active portfolio companies deliver quarterly board reports and financial statements. Standardizing and inputting this data was entirely manual — time-consuming and error-prone. Worse, the opportunity to extract benchmarks, compare performance, and forecast fund outcomes was being missed. An early MVP existed but needed a complete rebuild to become production-grade.

The Solution

How we built it.

We inherited the MVP and rebuilt the application from the ground up, deploying a cross-functional team in close collaboration with the firm's product and finance teams.

100+

portfolio companies

$1M–$1.5M

investment

Complete application redesign

intuitive, role-based interface tailored for associates, principals, partners, and finance staff. Structured workflows for entering quarterly financial updates with a multi-step approval process ensuring data accuracy and LP reporting compliance.

Forecasting and benchmarking

scenario-based modeling (base case, upside, downside) for fund performance. Automated benchmarking that contextualizes portfolio company performance against industry peers and identifies top and underperforming companies.

Enterprise-grade infrastructure

secure AWS deployment with multiple environments (staging, demo, production), zero-downtime deployments via GitOps, and fault-tolerant Kubernetes clusters. Comprehensive testing: unit, smoke, end-to-end, and visual regression.

Results

What we delivered.

Single source of truth

for portfolio financial data, used daily across the firm by associates, partners, and finance teams.

Streamlined LP reporting

faster cycles, reduced manual overhead.

Scenario planning and benchmarking

partners forecast fund performance and benchmark companies with ease.

Resilient infrastructure

zero-downtime deployments, automated safeguards, and enterprise-grade security protecting sensitive financial data.

Why This Matters

When 100+ portfolio companies report quarterly, the difference between manual spreadsheets and a purpose-built platform is measured in days of analyst time, LP reporting accuracy, and the quality of fund-level forecasting.

This platform became the financial backbone of the firm's investment operations — used daily by associates, principals, partners, and finance teams to benchmark performance, model scenarios, and prepare LP reports with confidence.

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