Rundit is a premier platform in the Portfolio Management category, designed to streamline operations for Venture Capital, Private Equity, Family Offices, and Startup teams. It offers an intuitive solution for managing portfolios, automating funding activities, and simplifying LP reporting tasks. By serving as a single source of truth, Rundit consolidates portfolio and investment data, enabling firms to gain actionable insights while reducing time-consuming manual processes. Explore our exclusive deals. For similar tools, consider Juniper Square or Carta.

Why Use Rundit?

Choosing Rundit for portfolio management offers multiple competitive advantages:

• Comprehensive Portfolio Oversight: Rundit provides an all-encompassing view of your portfolio, allowing fund managers to monitor financial health and KPIs easily across company and fund levels.
• Automation and Efficiency: The platform automates key processes like aggregating portfolio data, calculating fund KPIs, and creating LP reports, making management faster and error-free.
• Customizable Reporting: Generate insightful LP reports effortlessly. Export fund reports seamlessly to keep stakeholders informed while maintaining transparency.
• User-Friendly Interface: Whether you’re inputting metrics, switching between funds, or analyzing performance trends, the platform’s clean and intuitive design ensures ease of use without requiring extensive setup or training.
• Scalable Solutions: With various plans such as Lite, Pro, and Premium, Rundit caters to small funds as well as large firms handling multiple portfolios, offering features like unlimited users and advanced dashboards depending on your needs.

Who is Rundit For?

Rundit is ideal for a wide range of users in the investment domain:

• Venture Capital & Private Equity Teams: Improve operational efficiency with automated portfolio monitoring and customized fund-level dashboards.
• Family Offices: Ensure better portfolio aggregation and reporting for intergenerational wealth management.
• Startups: Provide investors with real-time metrics and updates to maintain visibility and build trust.
• Investment Analysts: Access organized data and metrics for swift and accurate decision-making backed by in-depth fund analysis.

Rundit is an essential tool for managing portfolios efficiently, enhancing team collaboration, and ensuring data-driven analysis and reporting. Simplify your investment management needs with this user-focused platform tailored for modern financial services teams.