Data-Driven Acceleration for Venture Capital & Private Equity
From diligence to exit, we help VC and PE firms modernize infrastructure, drive faster decision-making, and enable portfolio-wide innovation.
How Proxet Solves Top Challenges for Venture Capital and Private Equity Firms
VC and PE firms face increasing pressure to operate more efficiently, make faster decisions, and deliver value across the investment lifecycle. Here’s how Proxet addresses their most pressing challenges:
Challenge 1
Siloed and Fragmented Portfolio Data
Disparate systems across CRM, fund admin, and accounting
No unified, real-time view of portfolio performance
Proxet’s Solution:
Build a centralized “golden copy” of all portfolio data
Integrate systems to enable real-time dashboards for AUM, IRR, TVPI, and KPI tracking
Deliver data platforms that support decision-making across the firm
Challenge 2
Time-Consuming LP Reporting & Fund Operations
Manual quarterly and ad hoc investor reporting
Inefficient workflows for fund expenses, compliance, and updates
Proxet’s Solution:
Automate LP reporting with standardized templates and custom dashboards
Streamline workflows for budgeting, expense approvals, and fund performance tracking
Reduce reporting burden while improving accuracy and transparency
Challenge 3
Limited Visibility Across Portfolio Companies
Inconsistent KPIs and metrics across investments
Difficulty benchmarking or spotting trends portfolio-wide
Proxet’s Solution:
Create analytics platforms that unify and standardize KPIs
Enable side-by-side performance views and real-time benchmarking
Support scenario modeling and sensitivity analysis for better decision-making
Challenge 4
Lack of Engineering Capacity to Modernize Portfolio Companies
Internal teams stretched thin
Portfolio companies need technical support to build and scale products
Proxet’s Solution:
Provide embedded engineering teams to execute on modernization and product delivery
Support cloud architecture, AI adoption, and internal tooling
Accelerate time-to-market across your portfolio
Use Cases
Fund Performance Dashboards
Value: Instant visibility into IRR, DPI, TVPI, and cash positions
Automated LP Reporting
Value: Reduced effort and faster turnaround for investor updates
AI-Driven Deal Scoring
Value: Accelerated evaluation and reduced time-to-term sheet
Data Infrastructure for PortCos
Value: Improved decision-making and GTM execution across startups
Scenario Modeling & Sensitivity Tools
Value: Better decisions on asset allocation and market timing
Related Services
Frequently Asked Questions
Q: What software solutions do private equity firms use for fund operations?
A: Leading PE firms use custom dashboards, reporting automation, and integrated data platforms built by partners like Proxet to reduce operational burden and gain portfolio-wide visibility.
Q: Can you help our portfolio companies modernize their systems?
A: Yes. We offer managed engineering teams to execute modernization projects, improve internal tooling, and support product development across your portfolio.
Q: How can VC firms improve deal sourcing with AI?
A: Proxet develops custom models and platforms that automate deal scoring, integrate external signals (like founder history and market trends), and surface high-quality opportunities.
Let’s Build the Future of Investment Technology
Whether you’re transforming fund operations or scaling portfolio impact, Proxet delivers the platforms, software, and teams to move you forward.
Contact us to schedule a discovery call with our private equity and venture capital specialists!