Hidaya Capital
Venture Reporting Service
VENTURE CAPITAL REPORTING MADE EASY
Institutional VC reporting, without hiring another analyst.
We turn portfolio data into clean updates, KPIs, company insights, and investor-ready reports.
✓ Built from real venture reporting workflows.
Portfolio Dashboard
Company Tear Sheets
Investor-Ready Reports
A repeatable reporting package for every quarter.
We organize your fund and portfolio company data into a clean reporting format and provide you with a report for every quarter.
Portfolio Overview
Fund-level dashboards showing portfolio composition, investment activity, current value, exposure, and key changes.
Company Tear Sheets
Standardized company summaries with business descriptions, KPIs, investment history, recent updates, risks, and next steps.
Funding Activity
Relevant financings, valuation changes, market activity, exits, and portfolio company milestones summarized in one place.
See the reporting format before booking a call.
Review a redacted sample package showing the structure, level of detail, and visual quality we can build for your fund.
- Portfolio summary dashboard
- Company-level tear sheets
- KPI and financing activity summary
- Board-style reporting format
Simple annual pricing for VC funds.
A full-year reporting system for funds that want cleaner quarterly updates, portfolio visibility, and investor-ready materials.
ANNUAL REPORTING PACKAGE
$15,000/year
For venture funds that want a repeatable quarterly reporting package without hiring a dedicated reporting analyst.
- Quarterly reporting package
- Portfolio reporting structure
- Company tear sheets
- KPI and financing activity summary
- Funding activity summary
- Final investor-ready PDF package
Custom reporting scopes available for larger portfolios or more frequent reporting needs.
Frequently asked questions:
A few common questions about the reporting package, process, and what your fund receives with our annual reporting package.
What is included in the annual reporting package?
The annual package includes quarterly reporting support, portfolio company tear sheets, KPI and financing activity summaries, and investor-ready PDF reporting packages.
What materials do we need to provide?
You can provide portfolio company lists, prior reports, founder updates, KPI files, cap table data, CRM exports, investment memos, or any existing tracking spreadsheets.
Is this software or a reporting service?
This is a reporting service supported by structured reporting workflows. The goal is to give your fund cleaner quarterly reporting without requiring a full internal reporting analyst.
Can the report format be customized?
Yes. The reporting structure can be adapted around your fund’s portfolio, preferred metrics, existing reporting style, and investor communication needs.
Will my report be confidential and protected?
Yes. Any materials you share are treated as confidential and used only to build your reporting package. Final reports can also be redacted or permissioned depending on how you plan to share them internally, with LPs, or with advisors.
Want your next quarterly report to look like this?
Book a demo and we’ll walk through the sample report, your current reporting process, and what a first annual reporting package could look like for your fund.