Question Mapping
Mapping commonly asked questions to the report that can get those questions answered
Investment Details
How can I export our fund activity in 2022?
Investment Activity Report
How can I export ownership % for every company?
Schedule of Investments Report
How can I export every investment that we’ve made?
All Investment Details Export
Financial Metrics
How does runway look across our portfolio?
Runway Report
Which portfolio companies have had the strongest revenue growth?
Revenue Report
How can I look at EBITDA across all my portfolio companies?
Metrics Export
Company Metadata
How can I export all custom column data across our portfolio?
Portfolio dashboard export
Other Reports
How can I export ___ data from this information request?
Information Request Reports
When did a company join Standard Metrics?
The Standard Metrics team can configure this report for you
How many documents were collected in FY2023 versus FY2022?
The Standard Metrics team can configure this report for you
Investment Details
Tear Sheets
You can get all the investment detail key metrics from each company
You can get the % of the fund that the company makes up
You can view equity and convertible financing events
Reports
Investment Activity Report
What is it?
It’s a summary of investment activity for a given period. You can choose the time range
What’s in it?
Breakdown of individual investments
Summary of activity broken down by fund
Schedule of Investments
What is it?
A list of your firm’s investment portfolio
What’s in it?
Investment details for each company
Exports
All Investment Details
What is it?
The most granular look at the firm’s investment details on platform
What’s in it?
All information regarding financing events and share details
Need more custom reports?
If you want to build something custom, the All Investment Details Export will give you the most flexibility to slice and dice. From this export you can calculate most investment detail metrics that we support on platform. Limitations of this export include specific details on convertibles, realizations/transactions, and platform overrides (ie FV override).
Financial Metrics
Tear Sheets
You can export the recent history of any firm metric on a monthly, quarterly, or yearly cadence
Custom metrics will also be shown in a table view
Standard metrics can be shown in a table or chart view
What’s missing?
We cannot support budgets in tear sheets as of January 25, 2024
Reports
Runway Report
What is it?
a breakdown of runway for all companies
What’s in it?
runway bucketing by time remaining
runway bucketing by sector
detailed runway analysis by company: includes all metrics relevant to runway for each company
Revenue Report
What is it?
a breakdown of revenue by company
What’s in it?
all metrics relevant to revenue: recent revenue, revenue growth, different periods of study
Exports
Metrics Export
What is it?
Performance of all companies broken down by metric
What’s in it?
An excel workbook with a different sheet for every single metric on platform
Company Metadata
Tear Sheets
You can add all company overview and custom column metadata to a tear sheet
Exports
Portfolio dashboard export
What is it?
An easy way to get data out of the portfolio dashboard
What’s in it?
The export will copy the exact view that you have up in the portfolio dashboard
Need more custom reports?
If you’re looking to customize beyond what we have today, the Portfolio dashboard export is a great place to get started
Other Reports
Information Request Reports
All report statuses to excel
Breaks out the following:
Company Contact(s)
Company Contact Email(s)
Company Report Status
Last Updated
Documents Missing
Metrics Missing
Notes
All report data to excel
Downloads all the metrics reported in the information request
All report documents
Downloads all the documents in the given information request