Portfolio Management Software

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Introducing Granular Metrics

Enter the next layer of data to obtain rich and actionable insights. Collect region-wise revenue, or track profitability at a product level. Only with Fundwave Portfolio Management.

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Collect metrics using Xero

KPI collections made easier. Your portfolio companies can now directly connect Fundwave with Xero and share the latest financials with you at a single tap.

Sync with Xero

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All metrics, together!

With the new metrics overview, access raw data and export all your portfolio KPIs to Excel at a single tap.

Metrics Overview

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Untangle your mailbox.

No more back and forth emails. Reach out and engage your portfolio CFO’s directly on Fundwave.


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Website Integrations

Provide seamless access to your investors and portfolio companies, via custom Fundwave buttons on your website.

Custom Embed Buttons

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Collect metrics using QuickBooks

KPI collections made easier. Your portfolio companies can now directly connect Fundwave with QuickBooks and share the latest financials with you at a single tap.

Sync with Quickbooks

Every data point tells a story

Identify key trends and outliers.

Obtain instant insights about your portfolio companies and stay ahead of the curve with Fundwave dashboards.



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The Single Source of Truth

Manage your portfolio updates with the Fundwave Requests Overview.

Create requests, send reminders and collect regular updates from all your companies, from a single dashboard.

Stay in loop.

Collect portfolio metrics, files and text updates seamlessly.

Communicate better with your portfolio companies by collecting what you want, when you want.

Your portfolio CFO’s will thank you for it.



Meet the new Fundwave Portfolio Management Platform.

A new way to collect, create and share.

Built for the modern manager. Built for you.

What’s new?

New Features

Stay tuned for stunning updates.


Select from a range of sample metrics or create your own metrics to analyze the performance of your portfolio companies.

Manage Metrics

Portfolio Company Updates

Have you ever felt the need of an organized way to record everything important related to your portfolio companies? Say, a competitor raised a new round or that the company has decided to step on the sales. There’s great news if you did, because our new Portfolio Updates help you with just that.

Update Page

You could use it like an internal wall to discuss an exit strategy or market update, and walk in to a board meeting better equipped. Or pull the important updates on a report that you send to your investors. Or do both.

Check it out on your Fundwave instance by choosing Updates on the menu.

Portfolio Metrics Add-in for Excel

Help your portfolio companies report smarter with our Portfolio Management Software. Instead of manually entering portfolio metrics on a web browser, your portfolio companies can directly submit their metrics from their spreadsheets using our Portfolio Metrics Add-in for Excel. Finally, you can spend less time collecting data and give more time to analysis of your data.

Portfolio Metrics

Get it from the Microsoft office store.

Tasks for Portfolio Companies

Schedule and assign your portfolio companies to submit their key metrics or files through Fundwave.

Edit Submission

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