Venture capital teams manage large, active portfolios of companies across multiple stages, rounds, and relationships simultaneously. Prism gives VC teams the structure to track those portfolios, manage deal flow, report to LPs, and maintain governance — without piecing it together from generic tools.
The operational reality
VC teams are managing more complexity with tools built for simpler problems
As portfolios grow in size and LPs grow in sophistication, the spreadsheets and general-purpose CRMs that worked at the beginning start creating problems that compound every quarter.
Portfolio company tracking is fragmented
Company records, round data, valuations, cap table notes, and follow-on tracking live across spreadsheets, notepads, and email threads. When a partner needs a current picture of the portfolio, someone has to assemble it manually before every board meeting or LP call.
Deal flow has no structured home
New opportunities come in from multiple sources and sit in inboxes, shared docs, or personal notes until someone moves them forward. There is no consistent pipeline view, no structured status, and no way to see where every deal stands without asking around the team.
LP reporting takes longer than it should
Quarterly updates to LPs require pulling portfolio data from multiple places, formatting it consistently, writing commentary, and distributing it securely. Institutional LPs are also asking harder questions about governance, data room access, and audit trails that most VC tools are not set up to answer.
How Prism addresses this
A more structured operating environment for active VC portfolios
Portfolio company tracking in one place
Prism’s CRM is structured around the relationships that matter in venture — portfolio companies, founders, co-investors, follow-on opportunities, and LP commitments — not adapted from a generic sales pipeline. Custom fields let you extend the data model to capture round data, valuation history, sector tags, stage, and any firm-specific information without workarounds.
Structured deal pipeline and flow management
The Prism deal dashboard gives your team a live view of every opportunity — from initial sourcing through to term sheet, due diligence, and close. Kanban and list views show the full pipeline at a glance. AI-assisted document extraction pulls structured data from pitch decks and deal materials, reducing the time spent on data entry when a new deal comes in.
LP portal and investor reporting
Each LP gets a dedicated portal view scoped to their position — showing their commitment, called capital, and documents published by the fund. Quarterly update reports are generated from live portfolio data and distributed via the portal with full access logging. Every document download is watermarked with the recipient’s identity.
Fund mechanics and portfolio performance
Prism tracks portfolio performance across all positions — valuations, total invested, unrealised value, realised returns, and overall fund performance metrics. Capital calls and closings are managed per LP, with called and uncalled capital tracked against commitments. The portfolio overview gives partners a live picture of the fund without manual reconciliation.
Governance and decision audit trail
As institutional LPs become a larger part of the investor base, governance expectations rise with them. Prism’s approval workflows bring structure to investment decisions — every sign-off is logged to the tamper-evident audit trail with identity, timestamp, and rationale. Partners can demonstrate a clear decision process to any LP or regulator who asks.
Tenant branding for your firm’s identity
Every Prism tenant can apply its own branding — logo, colour palette, and visual identity — across the platform and investor portal. Your LPs interact with your firm’s brand, not a generic product interface. When LPs log into the portal to access their documents and position data, they see your firm, not Perspect.
Security and compliance
Institutional-grade security as your LP base matures
As VC funds raise from institutional LPs — pension funds, endowments, fund of funds — security expectations shift. Prism is built to meet those expectations from day one, not retrofitted later.
LUKS encryption at rest and in transit
All data on LUKS-encrypted block storage. TLS enforced at Cloudflare edge and Nginx. No unencrypted connections accepted.
Tamper-evident audit logs
SHA-256 hash-chained log of every platform action. Any alteration is cryptographically detectable. Retained for seven years.
Enterprise SSO and MFA
Full OIDC SSO with Azure AD, Okta, and Google Workspace. Users inherit corporate MFA policies. SSO can be set as the exclusive login method.
UK GDPR compliant
Data processed in compliance with UK GDPR and the Data Protection Act 2018. Full security documentation at perspect.finance/security.
Common questions
Questions from venture capital teams
Yes. Prism’s CRM handles portfolios of any size with company records at any stage — seed, Series A, growth, or pre-exit. Custom fields let you tag and filter by stage, sector, geography, or any other criteria relevant to your firm. The portfolio overview aggregates performance across all positions simultaneously.
Yes. Each portfolio company record in Prism stores investment history, valuation snapshots, round data, and custom financial fields. You can track unrealised value, cost basis, and ownership percentage, and update valuations as new rounds close. This data flows directly into portfolio performance calculations and LP reporting.
Yes. The Starter plan supports up to 5 internal users, which covers most early-stage VC teams. All features — including the investor portal, approval workflows, reporting, and AI tools — are available on every plan. As the team grows, upgrading to Professional or Enterprise adds more seats without any feature changes.
The Prism deal dashboard provides a structured pipeline view of all opportunities at every stage — from initial sourcing through to term sheet and close. Deals are linked to CRM records for founders and companies, and documents can be attached at the deal level. AI-assisted extraction pulls data from pitch decks and term sheets to reduce manual data entry when new deals come in.
Yes. Perspect publishes full security documentation at perspect.finance/security, covering encryption, audit logging, tenant isolation, SSO implementation, and UK GDPR compliance. Vendor due diligence questionnaires and data processing agreement requests are handled directly — use the contact form to submit these.
See how Prism works for venture capital teams
Explore the full platform with example portfolio companies, deal flow, LP records, and fund data — no account required.
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