Master your portfolio

Purpose-built for venture capital portfolio management — now with Ventra Agent to turn your data into drafts, comparisons, and decisions. For firms running too fast for spreadsheets.

Ventra portfolio management dashboard

One workspace for your entire portfolio. Financials, milestones, and performance scoring — structured, searchable, and always up to date. Ask Ventra Agent when you need a quick read on a company or a first draft without leaving the app. Built for the complexity of managing multiple funds and dozens of companies at once.

Financial overview chart with cash flow and balance data
01

Act on real-time insight

Surface burn rates, cash runway, and red flags instantly. Know which companies need attention today.

Milestone timeline with filters and zoom controls
02

Monitor every milestone

Funding rounds, KPIs, exit readiness — track progress across your entire portfolio with custom scoring.

Performance dashboard with traffic-light scoring and custom formulas
03

Score performance at a glance

Traffic-light scoring across your portfolio — powered by custom formulas you define. Spot who's thriving and who needs help without opening a single spreadsheet.

New · Beta

Meet Ventra Agent

Your in-app assistant for portfolio work. Ask in natural language, get answers grounded in your data — whether you're drafting updates, comparing companies, or checking milestone status.

  • 01Uses page and company context so answers stay relevant.
  • 02Conversation history you can pick up anytime.
  • 03Built into the product — no tab-hopping to a separate chat tool.

Get ahead of
the curve.

Join the venture capital firms building their portfolio infrastructure for the next decade.