Portfolio Management

By using SmartPortfolio to organize key company documents and financials, venture capital and private equity investors gain greater visibility into the performance of their entire portfolio for more empowered decision-making.

The Problem

No standard filing system for information from portfolio companies
Time-consuming and difficult searches to find critical portfolio company information
Limited visibility across the whole portfolio
Important documents and financials tied to individual filing systems, rather than the company
Workflow inefficiencies

The Solution

For venture capital and private equity firms seeking software to organize their portfolio companies’ key corporate documents and have greater visibility into financial performance across their entire portfolio, DocDep provides SmartPortfolio. SmartPortfolio is a centralized organization tool for all information related to portfolio companies. SmartPortfolio contains the following features:

Single screen view of all portfolio company materials
Out-of-box solution with pre-defined filing structure
Ability to define custom fields appropriate for your organization
Customizable report writer
Centralized, shared cloud based filing structure
Management by security, by fund, and by portfolio company
Roll-up views of cross-portfolio metrics
Important documents and financials tied to individual filing systems, rather than the company
Calendar grid views of financials and board packages
Easy and convenient upload options