01
Built for fund operators
Track the story behind every number.
Metrix brings fund activity, company values, investor management, and return metrics into one modern workspace built for repeatable reporting and seamless workflow.
Private fund operations, without the drag.
Metrix gives emerging managers a clean way to manage fund data, returns, valuations, investors, and reporting workflows without stitching spreadsheets together every month.
Fund Snapshot
Q2 Performance
Current
TVPI
1.8x
Live fund-level return context
IRR
24.6%
Gross and net views
Value
$42.1M
Current unrealized position
FundInvestedValueIRR
Fund I$18.4M$31.2M22.9%
Fund II$24.8M$42.1M24.6%
SPV Alpha$6.2M$11.5M31.4%
Why Metrix
Designed for the work between close, valuation, and investor reporting.
02
Returns without the maze
Gross and net portfolio performance with ease.
See performace from every vantage point with supporting transactions easily accessible so you can provide industry leading investor reporting.
03
Valuation-ready workflows
Keep valuations current and explainable.
Portfolio company activity, unrealized value, and reporting dates stay organized so fund updates are easier to prepare and easier to trust.
04
Excel plug-in
Build investor-ready reports in minutes.
Use the Metrix Excel plug-in to pull live fund data into familiar workbooks. Use AI to build new reports in minutes.
Ready for a cleaner fund management workflow?
See how Metrix can help your team move from scattered workbooks to structured, repeatable fund operations.