📊

Standard Metrics

Portfolio management & investor reporting for VC funds

Portfolio MonitoringInvestor ReportingFund OperationsData CollectionPortfolio AnalyticsPortfolio Benchmarking

Standard Metrics is an AI-driven portfolio management platform that helps venture capital and private equity firms collect financial and operating data from portfolio companies, track investment performance, and monitor performance across the fund. Used by 150+ institutional managers — including Bessemer Venture Partners, General Catalyst, Accel, Madrona, Maveron, and Salesforce Ventures — tracking $400B+ in managed assets across 10,000+ companies. The platform replaces the manual cycle of chasing portfolio companies for data via email and spreadsheets with automated, customizable data collection templates, AI-powered document parsing, and direct accounting integrations.

Get Started with Standard Metrics

📊

Ready to get started with Standard Metrics?

Join thousands of teams already using Standard Metrics.

Book a demo

$400B+

Assets Monitored

10K+

Companies Tracked

150+

Firms

20M+

Metrics Tracked

Key Highlights

Automated data collection from portfolio companies with customizable templates

AI document parsing extracts financial and investment data from financial statements, board decks, and other documents

AI Analyst answers natural language portfolio queries across your fund

Portfolio company network — founders enter data once, it's reused across every investor on the platform

Benchmarking against anonymized data from 10,000+ venture-backed startups, segmented by revenue tranche and sector

Auto-populated LP/GP tear sheets and custom reporting templates

Drag-and-drop embedded BI dashboards with custom charts

Robust MCP connecting platform data to Claude, ChatGPT, Excel, and other tools

Managed Data Services to help firms adopt best practices, implement in weeks versus months, and maintain data quality

SOC 2 Type II and GDPR certified

Why We Recommend Standard Metrics

Automated Data Collection

Replace the quarterly email chase with structured, automated data requests. Portfolio companies receive customizable templates covering the metrics your fund tracks, with a full audit trail tracking every data point back to its source.

Portfolio Company Network

A founder who reports to multiple investors on Standard Metrics enters their data once — it's reused across every investor relationship on the platform instead of being re-keyed for each fund's request. Founders also get free benchmarking insights back after reporting, which is part of why funds report higher response rates than with generic forms.

AI Document Parsing

Upload board decks, financial statements, and operating reports. Standard Metrics extracts structured data automatically — revenue, burn, headcount, margins — without manual data entry. Handles the messy reality that portfolio companies report in inconsistent formats.

AI Analyst

Ask natural language questions across your entire portfolio. Which companies are burning faster than last quarter? How many investments did we make last quarter? The AI Analyst queries your portfolio data and returns answers with the underlying numbers.

Benchmarking

Compare portfolio company performance against aggregated, anonymized data from 10,000+ venture-backed startups. See whether a company growing at 8% QoQ is above or below median for its stage and sector — the context that transforms a number into a signal.

LP/GP Reporting

Generate tear sheets, quarterly reports, and custom templates auto-populated with live portfolio data. Supports fund-level metrics including Gross IRR and MOIC alongside company-level operating data. Cuts LP reporting prep from days to hours.

Embedded BI & Dashboards

Build drag-and-drop dashboards with custom charts across your portfolio. Budget vs. actual comparisons, real-time FX tracking, and investment-level valuations. Export via API, MCP server integration, or Excel add-in for teams that need data in their existing tools.

MCP

Connect structured portfolio data to downstream tools like ChatGPT, Claude, Excel, and PowerPoint to build dashboards and pull insights from the tools you're already working in.

Best For

VC and PE firms with $200M+ in AUM and 20+ portfolio companies that are outgrowing spreadsheets and email for data collection and tracking

Fund operations teams spending days chasing portfolio companies for quarterly updates

GPs who want portfolio-wide analytics and benchmarking without building internal data infrastructure

Firms that need professional LP reporting, confidence in data quality, and auditability

Investors who want AI-powered portfolio analysis and natural language querying

Pricing

Enterprise pricing, scoped primarily by the number of portfolio companies tracked and the level of managed data services included. Contact Standard Metrics for a quote — positioned as a premium product relative to lighter-weight competitors.

Our Verdict

Standard Metrics is a purpose-built portfolio monitoring platform for institutional venture and private equity firms. Where general-purpose tools like Airtable and Visible handle parts of the workflow, Standard Metrics covers the full cycle: automated data collection from portfolio companies, AI-powered document parsing, benchmarking against 10,000+ startups, and LP reporting — all in one platform. The client list (Bessemer, General Catalyst, Accel, Madrona, Maveron, Salesforce Ventures) tells you where it sits in the market — this is a premium product built for firms with $200M+ in AUM and 20+ portfolio companies, not a lightweight tool for a first fund. If your firm fits that profile and has outgrown spreadsheets and stitched-together tools for portfolio monitoring, this is a category-specific platform built for the job.

Limitations to Know

Enterprise-focused — smaller angel syndicates or solo GPs may find it more than they need

Highest value realized when portfolio companies consistently submit data through the platform

Advanced AI features and benchmarking data are most useful with a meaningful portfolio size

Frequently Asked Questions

What is Standard Metrics?

Standard Metrics is an AI-driven portfolio monitoring and investor reporting platform for venture capital and private equity firms. It automates data collection from portfolio companies, standardizes reporting, provides benchmarking against 10,000+ venture-backed startups, and generates LP reports — replacing the manual spreadsheet and email workflows that most funds still use.

Who uses Standard Metrics?

Over 150 institutional managers use Standard Metrics, including Bessemer Venture Partners, General Catalyst, Accel, Madrona, Maveron, Salesforce Ventures, Spark Capital, Lux Capital, and 8VC. The platform's core customer profile is VC and PE firms with $200M+ in AUM and 20+ portfolio companies, and it tracks $400B+ in managed assets across 10,000+ companies overall.

How does Standard Metrics collect data from portfolio companies?

Portfolio companies receive customizable data request templates. The platform also includes AI-powered document parsing that extracts structured data from board decks and financial reports, and can integrate directly with portfolio company accounting and billing systems.

Does Standard Metrics integrate with other tools?

Yes. Standard Metrics offers API access, an MCP server that connects to Claude, ChatGPT, Slack, Affinity, Excel, and PowerPoint, an Excel add-in, direct portfolio company accounting integrations (QuickBooks, Xero), and exports to third-party BI tools.

Is Standard Metrics secure?

Standard Metrics is SOC 2 Type II certified and GDPR compliant. Portfolio data is handled with enterprise-grade security appropriate for sensitive financial information.

📊

Ready to get started with Standard Metrics?

Join thousands of startups and teams already using Standard Metrics to work smarter.

Book a demo

Standard Metrics is a Value Add VC sponsor.