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⌘ LP reporting & investor access

LP reporting & investor access

Generate quarterly reports from live portfolio data, manage every LP's access, and share company pages — all scoped automatically to what each investor is entitled to see.

LP report

A report your LPs will read

Fund overview with MOIC / TVPI / DPI, sector and multiple charts, markups and kudos — click through the sections.

app.theventureos.com / reports / q1-2026
Fund OverviewQ1 2026 · 18 funds

MOIC

2.60×

● $8.2M distributed● $13.4M NAV

TVPI

1.9×

(NAV + dist.) / paid-in

DPI

0.7×

distributed / paid-in

RVPI

1.2×

NAV / paid-in

Paid-in

$11.4M

18 funds

Deployed

$9.7M

NAV

$13.4M

Distributed

$8.2M

Avg Check

$420K

Companies

22

Deployed by sector

$13.0Mdeployed
Dev tools$4.20M
Fintech$3.10M
Health$2.40M
Climate$1.80M
Infra$1.50M

Companies by multiple

3<1×
61–2×
52–5×
25–10×
110x+

Outcome distribution

Write-off (0x)1
0–1x Exit1
1–3x Exit2
3–10x Exit2
10x+ Exit1
Active15

Deployment pace

Q1
Q2
Q3
Q4
Q1
Q2

capital deployed per quarter ($M)

FundCosDeployedValueMOICTVPI
Fund I6$2.1M$5.8M2.8×2.8×
Fund II9$3.9M$9.2M2.4×1.9×
Fund III7$3.7M$6.8M1.8×1.6×
LP management

Every LP, every status

Current, Expiring, Alumni — filter live, click a row to see exactly what each LP can access.

app.theventureos.com / settings / investors
LP Management6 investors
NameStatusFinal QAmount

Sarah Chen

sarah@chen.vc

CurrentQ1 26$250K

Marcus Webb

m.webb@gmail.com

CurrentQ1 26$150K

Aleksejs Sjarki

alex@sjarki.io

ExpiringQ4 25$100K

Priya Nair

priya@nair.fund

CurrentQ1 26$300K

Tom Russo

tom@russo.co

AlumniQ2 24$75K

Lena Ford

lena@ford.capital

AlumniQ3 23$50K

Click any row to see access scope.

AngelList import

Sync subscriptions from a CSV

Upload an AngelList export; matched LPs show diffs, unmatched get assigned, then execute.

app.theventureos.com / settings / investors / import
1Upload
2Preview
3Done
Share links

Share a company, safely

Generate a public, optionally password-protected page — pick the sections, get a link.

app.theventureos.com / companies / share

Sections to include

your public link appears here

preview · halcyon.ai share page
Header
Company Overview
Product
Team

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