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Venture Capital and Private Equity Solutions

Stickies

Improve your organization, workflow, and communication with Sonar.

Sonar allows you to:

  • Collect and mange materials from your portfolio companies
  • Organize the flow of information from portfolio companies, with specialized detailed views
  • Track investments across sectors, funds, and companies
  • Automate the collection of interim and annual financials as well as board packages for your entire portfolio
  • Automatic email notifications of late materials
  • Create custom reports with financial and security data
  • Provide a professional and personalized portal for limited partners
  • Handle LP communications and emails
  • Manage cap tables for whole portfolio