LP Portfolio Monitoring and Analytics

Your whole PE portfolio in one place

An aggregated view of your private equity — TVPI, DPI, RVPI, and IRR across all your holdings.

The portfolio dashboard: sidebar navigation, six KPI tiles for commitment, contributions, distributions, NAV, TVPI and net IRR, and the KPI comparison and cashflow history charts
Multi-entity portfoliosYour data stays protectedAutomated PowerPoint reports

The portfolio dashboard of the sample book. Every figure recomputes from its bookings.

The difference

Stop rebuilding the numbers every quarter

Book each capital call, distribution and valuation once. Every screen and every report follows from the same ledger.

  • Without PE Monitor

    PE performance checked holding by holding, not as one portfolio

    With PE Monitor

    Whole PE portfolio in one place — holdings plus aggregated rollups

  • Without PE Monitor

    TVPI, DPI, RVPI, IRR (and related metrics) not kept in one consistent book

    With PE Monitor

    Commitment, paid-in, unfunded, NAV, TVPI, DPI, RVPI, PIC, DIC, and SI-IRR from the same ledger

  • Without PE Monitor

    Commitments, calls, distributions, and valuations don’t feed a single analytics view

    With PE Monitor

    Capital calls, distributions, and valuations drive object tiles and portfolio analytics

  • Without PE Monitor

    Period or as-of comparisons mean rebuilding the numbers by hand

    With PE Monitor

    Period and as-of filters on the live book — no rebuild to change the window

  • Without PE Monitor

    Multi-entity / multi-owner structures stay hard to keep aligned

    With PE Monitor

    Multi-entity portfolios with clear separation and controlled access

  • Without PE Monitor

    Turning the live book into a PowerPoint or PDF is a separate project

    With PE Monitor

    Export PDF or PowerPoint from the current portfolio (your logo, chosen period / accounts)

Analytics

Read your portfolio from every angle

Five views of the same book, recomputed from your bookings as of any date you pick.

  • +€416K

    PE contribution

    what the holdings earned in the period

  • +€75K

    Currency effect

    what exchange rates added in the period

31 Dec 2025 to 21 Oct 2026, in euros

  1. Opening NAV€7.89M
  2. Paid-in+€180K
  3. Distributions−€332K
  4. PE contribution+€416K
  5. Currency effect+€75K
  6. Closing NAV€8.23M

The total value bridge of the sample book’s dashboard, 31 Dec 2025 to 21 Oct 2026.

Features

Everything you need to monitor your PE portfolio

From each holding to the aggregated book — metrics, activity, and export in one place.

The tiles, the KPI comparison and the cashflow history of the whole book — switch the range, not the page.

Security

Your data stays protected

Where it runs, how it is protected, and what we never do with it.

Where your data goes

  1. Your browser

    HTTPS with HSTS

  2. PE Monitor

    Application server, Helsinki, Finland

  3. Database

    Same server, never leaves the host

Never sold, profiled or used for advertising.

  • EU-hosted

    Application and database run on a server in Helsinki, Finland.

  • Encrypted in transit

    HTTPS everywhere, with HSTS switched on.

  • Hardened auth

    Long passwords checked against known breaches, short sessions, server-side logout, rate-limited sign-in.

  • Internally security-reviewed

    Three internal review passes of the code, plus a hardening checklist. Not an external audit.

  • No data selling

    Not sold, not profiled, not used for advertising — see our privacy policy.

Pricing

Your whole private-markets portfolio — monitored in one place

One-time fee — no subscription.

Optional free onboarding. We can load your current private-markets portfolio — investments and history — for free. Or you build it yourself.

Single Investor

For Private LPs.

€399

once

Your whole book, on one screen.

  • 1 entity
  • TVPI, DPI, RVPI, IRR & more
  • Period / as-of
  • Consolidated reports (PDF & PowerPoint)
Create Portfolio

Family Office

For Family Offices with multiple entities.

€699

once

Every entity, and the family total.

  • Everything in Single Investor
  • Multiple entities
  • Roles
  • Aggregated rollups
Create Portfolio

Multi-Family Office

For wealth managers with multiple client books.

€999

once

Every client book, one switch away.

  • Everything in Family Office
  • Multiple client books
  • Switch between organisations
Create Portfolio

Rather look first?

See the product with sample private-market holdings — no sign-up.

Look Inside

Ready to monitor your private-markets portfolio?

Create your portfolio now — or book a short meeting if you’d rather talk it through.