Portfolio Management
Complete visibility across every investment, every deal, and every investor — updated in real time.
The Problem
Spreadsheets fragment your portfolio data across dozens of files. Reconciling valuations, commitments, and returns manually leads to errors and hours of wasted work every quarter.
The Solution
Stak consolidates all portfolio data into a single, live view. Switch between deal-level, company-level, and investor-level perspectives with one click. Every metric auto-calculates from source data.
Key Capabilities
- Four portfolio views: By Investment, By Deal, By Company, By Investor
- Real-time MOIC, IRR, NAV, Current Value, and Net Invested
- Column toggles for 20+ financial metrics
- Sortable and filterable across all dimensions
- Summary cards with aggregate portfolio metrics
- CSV and Excel export for external reporting
- Per-investor portfolio view in branded portal
Data Collections
InvestmentsDealsCompaniesInvestorsFinancial MetricsValuations
See Portfolio Management in Action
See how portfolio works with real data in our interactive demo.