One paid plan
One price for the whole team, no per-user and no per-fund fees. If the free worksheets do the job, keep using them; Pro is for the quarter-end when the review has to reconcile to last quarter's marks, and for the Monday a partner asks what a holding is worth and what it has done since the round.
Free
$0 Free to use. No account, no card, no trial clock.
- Every worksheet works the figure on the page, free
- Every worksheet works the figure on the page
- Print the worksheet straight from the browser
- See exactly what the reminder will say
LPreportly Pro
$79 per month, whole team
Everything in the free plan
Your pricing
- Save a worksheet against the holding and the quarter
- Set two quarters' marks side by side and see what moved
- No LPreportly line on the worksheet you print
Your paperwork
- Download as PDF
- No LPreportly watermark
- Save every worksheet and reopen it later
- Your fund's name and logo on the reviews
- Export every review in one go
Your records
- Add funds, holdings and portfolio companies
- List and edit what you have added
- Every mark and every quarter's KPIs against the holding they belong to
- A login for your partners and your analyst
- Export funds, holdings, marks and KPIs
Your customers
- KPI request and review deadlines emailed to your team before they fall due
Renews monthly at the price above until you cancel. We email you before any price change. Cancel any time from your account page. You keep Pro to the end of the paid month, and your holdings, marks, KPIs and reviews stay exportable for 90 days after.
Why not just buy a portfolio monitoring suite?
Need data-collection portals for every portfolio company, an LP portal, fund accounting and an API? Buy a portfolio monitoring suite; it does that and this does not. Need the position, the portfolio's analytics, the valuation roll-forward and the company review worked the same way every quarter from your own figures, and the holdings, the marks and the KPIs kept in one record for one flat price, this is that.
Suite pricing, for the record: the portfolio monitoring suites in this category quote on request after a demo and publish no small-fund price, and we quote none of their figures here because we have not licensed any. LPreportly Pro is $79 per month for your whole team, however many funds and holdings, billed monthly; the figure is an estimate on the product ledger, not a price anyone has paid us.