Updates
In email.
Portfolio management for small VC teams
Know your portfolio.
Without piecing it together.
Bring company updates, investment details and fund performance into one workspace, so your next portfolio review starts with a clear picture of what needs attention.
NAV · net asset value€10.0mAs of 30 Sep 2026
Net IRR12.0%Since inception
Total invested€8.0mAcross 5 companies
TVPI · net1.20×Total value / contributions
Portfolio companies
| Company | Invested | Stake value | Ownership | Status | Report Q3 | Next step |
|---|---|---|---|---|---|---|
| Atlas Robotics | €2.0m | €3.2m | 16.0% | On track | Submitted · 15 Oct | View company → |
Illustrative product preview · fictional data
The problem
Your next portfolio review shouldn’t start
with a data hunt.
Ownership
In spreadsheets.
Reporting rights
In contracts.
Before you can discuss the portfolio, you have to put it back together. Roundbook brings that information into one place, so you can spend more time on the companies and decisions that need you.
01 / Collect company updates
Send a link.
Get the update in one place.
Give company contacts a simple form for their KPIs, status and next steps. Keep their figures and commentary together, instead of copying answers out of email threads.
- Request an update for a specific company and reporting period.
- Collect financial KPIs alongside context from the team.
- See which reports have arrived and which are still missing.
Send requestPreview form
Quarterly company update
Submit update
Illustrative product preview · fictional data
02 / Understand each company
Go into every company
review prepared.
See how the business is performing, what you have invested and what happens next. Each company has its own dashboard, with the context your team needs for the conversation.
Performance: KPIs, trends and the company’s latest status.
Investment: invested capital, ownership, valuation and the value of your stake.
Next steps: upcoming actions, key contacts and information rights under your agreements.
Invested capital€2.0mAcross 2 funding rounds
Ownership16.0%Fully diluted
Company value€20.0mPost-money · Sep 2026
Stake value€3.2mAt last valuation
Revenue · Q3 2026€480,000+18% QoQ
Cash balance€1.2mAs of 30 Sep
Runway12 monthsAt current burn
Team size24 people+4 since Q2
Next steps
01 Expand the customer pilot
02 Approve the Q4 hiring plan
03 Prepare for the follow-on investment
Contractual information rights
Quarterly · September 2026
• Quarterly management report · Q3 2026
• Annual audited financial statements
• Annual budget and operating plan
• Updates on material events
Illustrative product preview · fictional data
03 / Understand the portfolio
See where the whole
portfolio stands.
Bring fund performance and capital deployment into one overview. Review the key figures alongside company status and reporting gaps, without rebuilding the summary for every meeting.
Performance: IRR, MOIC, NAV, DPI, RVPI and TVPI.
Capital: total invested, commitments and contributions.
NAV · net asset value€10.0mAs of 30 Sep 2026
Net IRR12.0%Since inception
Total invested€8.0mAcross 5 companies
TVPI · net1.20×Total value / contributions
Commitments€15.0mInvestor commitments
Contributions€10.0mPaid-in capital
MOIC · gross1.50×Investment multiple
DPI · net0.20×Distributions / contributions
RVPI · net1.00×NAV / contributions
Portfolio value over time
NAV in EUR · by reporting period · fictional data
Reporting Q3 2026
3 / 5companies submitted
quarterly updates
quarterly updates
Harbor and Orbit: updates outstanding.
Prepare next request →Illustrative product preview · fictional data
Company KPIs and fund returns stay clearly separated, with reporting periods and gross or net labels where relevant.
Pricing
One workspace for
your investment team.
Roundbook Portfolio
CZK 12,000
/ month per fund
1 fund
Up to 40 portfolio companies
5 team members
Excluding VAT, where applicable.
A shared view of the portfolio.
Company update requests and reporting forms.
Company dashboards with investment and operating context.
A portfolio overview with fund performance and capital metrics.
FAQ
Before your next review.
Who is Roundbook for?
Small VC teams that need to collect company updates, prepare for portfolio reviews and keep investment information together.
How do portfolio companies share updates?
You send a reporting link to a company contact. They open the form and provide the requested figures, commentary and next steps for that reporting period.
Are company KPIs and fund returns shown separately?
Yes. Operating figures such as revenue, cash and runway appear in the company dashboard. Fund performance and capital metrics appear in the portfolio overview.
A clearer picture for your
next portfolio review.
Less time gathering updates. More time understanding your investments and deciding what comes next.
Buy Roundbook