From deal flow to portfolio.
A structured workspace for venture capital firms and family offices. Evaluate deals with SESS scoring, manage portfolio companies, and produce LP reports without manual exports.
Portfolio Cos
28
+4 this yr
Pipeline Deals
142
Active
Total AUM
$84M
+$12M QoQ
Fund IRR
34%
Net returns
Active Diligence
9
In review
New Deals (30D)
23
+8 vs prior
Portfolio NAV Growth
Quarterly returns · Fund II
Deal Flow Stage
142 active10
SESS dimensions per deal
6
VC-specific tools
LP-ready
Reports generated instantly
Live
Portfolio health monitoring
Built for how investors work.
From first meeting through portfolio management and LP reporting, everything your team needs in one connected platform with a shared data model.
LP Reporting
Generate fund-level portfolio reports with SESS trends, deal activity, and key metrics in one click. Formatted for LP observers with no manual data pulls required.
Deal Flow Kanban
Source, screen, and track every deal from first contact through close. Six pipeline stages with activity logging, document requests, and team assignment built in.
SESS Evaluation
Every company you evaluate is scored across 10 dimensions using the same SESS framework. Compare any two deals on a consistent, objective scoring structure.
Portfolio Dashboard
Track SESS score trends, key metrics, runway alerts, and Data Room activity for every portfolio company from one live dashboard. No founder check-ins needed.
Investor Data Rooms
Request access to company Data Rooms directly through the platform. See document history, access logs, and what founders share with each investor group.
Team Collaboration
Assign analysts to deals, share evaluation memos, track diligence tasks, and manage IC process across your team. Full audit trail on every decision.
How VC OS works.
Your deal flow and portfolio run on a single platform. No spreadsheets to maintain. No reports to assemble manually.
Set up your deal intake
Configure your Deal Flow inbox with source tags, pipeline stages, and team assignments. New deals move from sourced to screened to diligence with one click.
Evaluate with structured scoring
Every deal gets a SESS score across 10 dimensions. IC evaluations follow the same framework for every company so you compare like for like, not gut feel.
Monitor your portfolio live
Real-time health scores, runway alerts, and LP-ready reports update automatically as portfolio companies update their Startup OS data. No manual pulls required.
What GPs get on day one.
VC OS is built around the way general partners actually work: structured evaluation, live portfolio visibility, and LP reporting without the assembly tax.
Consistent IC framework
Every deal scored on the same 10-dimension SESS framework. Your IC process becomes repeatable, defensible, and auditable.
Live portfolio visibility
Portfolio company health scores, metrics, and milestones update in real time as founders update their Startup OS data.
LP reporting in minutes
Generate fund-level narrative reports with portfolio metrics, deal velocity, and SESS trend data instantly. No data assembly required.
Due diligence continuity
All diligence documents, notes, evaluations, and team feedback stay linked to each deal. Nothing falls through the cracks between stages.
Portfolio companies sync to Startup OS automatically
Onboard portfolio companies to Startup OS and their metrics, health scores, SESS data, and data rooms flow directly into your VC OS portfolio dashboard.
Simple pricing for serious funds.
Annual pricing based on deal volume. Unlimited team seats on every plan. All plans include SESS scoring, deal flow management, and portfolio monitoring.
Scout
For smaller funds tracking up to 25 active deals.
- Up to 25 active deals
- SESS scoring
- Deal comparison
- Document requests
- Email integration
Analyst
For funds with active portfolios and LP reporting needs.
- Up to 100 active deals
- Portfolio dashboard
- LP observer portal
- Advanced analytics
- 5 team seats
Partner
For flagship funds needing unlimited scale and white-label.
- Unlimited active deals
- White-label platform
- Full API access
- Dedicated support
- SLA guarantee
Ready to run a smarter fund?
Join VC firms and family offices using UpgradIQ to evaluate deals, support their portfolio, and produce LP reports without the manual work.