Portfolio Management
Help your portfolio companies succeed
Use your network and deal data to support portcos as they grow, raise funds, and recruit
Get your portcos the people and advisors they need
A poorly managed network means portfolio companies miss out on valuable introductions. Maintain the quality and relevance of your network so you can make the connections that enable portcos to grow.
Rapidly find new hires
Identify and track the right people in your firm’s network—and the best paths to introductions—with long-term engagement and relationship tracking.
Identify and nurture high-value contacts
Strengthen relationships with talent, SMEs, co-investors, and LPs who can provide support to founders.
Drive stronger community engagement
Integrate with email marketing and events tools to manage your firm’s outreach and stay top-of-mind with your network.
Drive faster follow-on fundraising
Finding investors who are willing to invest and align with a company’s stage and industry is critical. Use your firm’s network to analyze the investor landscape, locate the right targets, and make warm introductions.
Introduce your portco to their next lead investor
Track co-investor activity and their investment success to identify the most relevant targets and strongest introduction paths for your portcos.
Share secure and curated investor lists
Kickstart a portco’s next raise by providing them access to live, read-only lists of investors curated by industry, stage, and past investment success.
Build relationships with future investors
Use customizable lists and automated relationship tracking to maintain consistent investor engagement between rounds.
Measure and showcase portfolio support
Monitoring your impact on portfolio company growth can be complex and time-consuming to track. Use reporting dashboards to showcase the results of portco support activities to founders and LPs.
Demonstrate network impact
Track the status and outcomes of founder requests with customizable lists and introductions reporting.
Improve how you support portcos
Uncover and minimize inefficiencies or issues in the portfolio support process with Affinity Analytics and AI-powered meeting notes.
Improve LP reporting
Automate regular updates to track progress, iterate on strategies, and securely share relevant data with stakeholders using Collaborator Seats.
Where to next?
What is relationship intelligence?
See how it’s gathered, and why it’s critical to relationship-driven dealmaking.
Reporting that drives deals
Analyze deal, relationship, and interaction data to uncover insights and optimizations faster.
The CRM in action
Discover how easy it is to quickly get started with the Techvex platform.
Enterprise-grade security
Learn about the comprehensive security frameworks that safeguard your firm’s data.
Efficiently optimize for portfolio growth
See the difference Techvex could make to your firm’s portfolio support workflows.