Business Apps · Coming Soon

Simple Portfolio
PE and VC portfolio monitoring, native to Microsoft 365.

For Operating Partners and VPs of Portfolio Operations at PE, VC, and growth-equity firms managing 10 to 100 portfolio companies.

Operating partners run portfolio reviews on spreadsheet exports and PDF board decks. Simple Portfolio rolls up KPIs from each portco's source systems, generates board packs from the fund's own template, scores exit-readiness against cohort benchmarks, and tracks value-creation plans across the fund. AI-drafted, partner-approved, evidenced in Purview.

Replaces iLevel (Carta) Black Diamond Reporting Allvue Portfolio Monitoring Spreadsheet roll-ups

Web Planned Copilot Planned

Get notified See the portfolio

What it does

Capabilities

Cross-portco KPI roll-up with monthly ops review automation
Board pack generation in your fund's template, with AI provenance on every figure
Exit-readiness scoring with cohort benchmarks
Native pairing with Simple Ledger when portcos run on it

Storage posture

Persistent (Postgres + pgvector)

Certification target

M365 Cert Tier 2

Distribution

Azure Marketplace · AppSource

Status

Coming Soon

Want to talk it through?

Book a 15-minute intro call. No deck, no demo unless you want one. Just a conversation about whether Simple Portfolio solves what you're working on.

Send a quick message → See the portfolio

Get started

Ready to see the portfolio run?

We reply inside one business day. No sales qualification gauntlet.

Talk to the team

Tell us about your project

Microphone not available? Pick your industry and type a quick note. We reply inside one business day.

Simple PortfolioPE and VC portfolio monitoring, native to Microsoft 365.

Capabilities

Want to talk it through?

Ready to see the portfolio run?

Simple Portfolio
PE and VC portfolio monitoring, native to Microsoft 365.