𝗬𝗼𝘂𝗿 𝗻𝗲𝘅𝘁 𝗾𝘂𝗮𝗿𝘁𝗲𝗿-𝗲𝗻𝗱 𝗰𝗼𝘂𝗹𝗱 𝗯𝗲 𝗮 𝘄𝗵𝗼𝗹𝗲 𝗹𝗼𝘁 𝗲𝗮𝘀𝗶𝗲𝗿. 𝗪𝗶𝘁𝗵 𝗯𝗲𝘁𝘁𝗲𝗿 𝗱𝗮𝘁𝗮, 𝘁𝗼𝗼.

Another quarter-end is behind us. A good opportunity to consider how much simpler, faster and more effective the portfolio valuation process could be.

For many VC finance teams, quarterly valuations involve considerable time and effort, working across multiple spreadsheets, documents and email threads.

Cap tables in one place. Valuation calculations in another. Supporting information somewhere else. Different versions being circulated, updated and reconciled.

It's not just time-consuming. Working with fragmented information also makes it harder to maintain the accuracy, consistency and depth of data needed across an entire portfolio.

(And, of course, there are also considerations around access control, data security, GDPR and maintaining a reliable record of decisions.)

𝗜𝗺𝗮𝗴𝗶𝗻𝗲 𝗵𝗮𝘃𝗶𝗻𝗴 𝗮𝗹𝗹 𝗼𝗳 𝘁𝗵𝗶𝘀 𝗶𝗻 𝗼𝗻𝗲 𝗽𝗹𝗮𝗰𝗲, 𝘄𝗶𝘁𝗵 𝗮𝗰𝗰𝘂𝗿𝗮𝘁𝗲, 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗰𝗮𝗽 𝘁𝗮𝗯𝗹𝗲𝘀 𝗮𝗻𝗱 𝗮 𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲𝗱 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 𝘄𝗼𝗿𝗸𝗳𝗹𝗼𝘄.

Less time gathering and reconciling information. More reliable data. Easier calculations. A clearer picture of your portfolio.

And importantly, there's no need to change how you value your investments.

At VCM, we combine professionally managed, detailed cap tables with a centralized valuation platform, bringing together the data, calculations and processes needed for quarterly reporting.

Whether you're using last price per share, waterfalls, OPM or other valuation methodologies, the process can be straightforward, organized and efficient.

𝗕𝗲𝘁𝘁𝗲𝗿 𝗱𝗮𝘁𝗮. 𝗟𝗲𝘀𝘀 𝘄𝗼𝗿𝗸. 𝗠𝗼𝗿𝗲 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝗰𝗲 𝗶𝗻 𝘆𝗼𝘂𝗿 𝗡𝗔𝗩.

Perhaps now, just after quarter-end, is the perfect time to think about making the next one easier.

If you'd like to see how VCM can help, we'd be happy to show you.