Portfolio

Reporting tells you what happened.
Foresight helps you model what could happen next.

Fund accounting, cap tables, deal documents, KPIs, financials, portfolio commentary, and CRM data — unified, reconciled, and ready for every investor, operator, and finance leader.
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Chat about deploying $95M into Cascade Filtration to increase ownership from 58% to 79%.

Right answers, not more spreadsheets.

The ownership is in cap table software
The holdings are in fund accounting
The truth is somewhere in between

Portfolio data shouldn't live across disconnected systems.

The updates are in Slack
The history is in deal documents
The performance is in financial statements
The commentary is in board decks
The ownership is in cap table software
The holdings are in fund accounting
The truth is somewhere in between
The ownership is in cap table software
The holdings are in fund accounting
The truth is somewhere in between
The ownership is in cap table software
The holdings are in fund accounting
The truth is somewhere in between

Portfolio data shouldn't live across disconnected systems.

The updates are in Slack
The history is in deal documents
The performance is in financial statements
The commentary is in board decks
The updates are in Slack
The history is in deal documents
The performance is in financial statements
The commentary is in board decks
The updates are in Slack
The history is in deal documents
The performance is in financial statements
The commentary is in board decks

Your team can’t make decisions from ten versions of the truth. Neither can your AI.

Foresight unifies sources, cleans and reconciles what matters, and makes sure you get the right answer to the right question

Turn fragmented data into trusted portfolio intelligence.

Portfolio AI
Fund performance
Ownership intelligence
Reporting workflows

AI that understands your portfolio.

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Diagram showing a question about companies returning funds with a list highlighting top firms by unrealized value.
Ask questions across your portfolio in Foresight’s AI, or in Claude, ChatGPT, and other tools your team already uses.
Handles the hard work first: ingestion, normalization, entity resolution, reconciliation, QA, calculation from your verified data.
Questions on performance, ownership, companies, funds, or LP reporting depend on your portfolio data, not scattered systems.
Venture Global IV fund summary showing contributions, distributions, incentives, NAV, IRR, fund metrics, and charts.

Fund performance, without the fire drill.

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Don’t wait on another spreadsheet. See DPI, TVPI, IRR, valuations, holdings, ownership, and transactions across every fund and company.
Integrate with your fund accounting system, round information from deal documents, and cap tables.
Turn complex private-market data into clear, usable insights for the whole firm.

Ownership that keeps up with every round.

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Investment data showing total revenue, net income, investment stages, and bar charts for revenue and ownership percentage.
Model rounds, exits, proceeds, dilution, and waterfalls with cap table and scenario tools built for private markets.
Understand where you stand today—and what your position could become tomorrow.
Venture Global IV report summary with company, financing history, and investment details as of March 31, 2026.

Reporting that does not start from scratch.

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Generate LP reports, company tearsheets, DDQ responses, and portfolio updates from reconciled data your team can trust.
Less manual assembly.
More time explaining what matters.
Less manual assembly.
More time explaining what matters.

Every source connected and AI-ready

Slack discussions
Fund accounting
Cap tables
Financial statements
KPIs
Board decks
Portfolio commentary
Board notes
Slack discussions
Board notes
Fund accounting
Portfolio commentary
Cap tables
Board decks
Financial statements
KPIs
Slack discussions
Fund accounting
Cap tables
Financial statements
KPIs
Board decks
Portfolio commentary
Board notes
Slack discussions
Board notes
Fund accounting
Portfolio commentary
Cap tables
Board decks
Financial statements
KPIs

Built for data you can defend

In private markets, one number can have five sources. Foresight checks the same data from multiple angles so your team can see what matches, what changed, and what needs attention.

Reconcile ownership
Validate transactions
Compare valuations
Trace source documents
Find stale, missing, 
or conflicting data

Confidence is not a dashboard.
It’s knowing where the number came from.

Replace the manual work behind every portfolio workflow

Traditional portfolio workflows
Manual data collection
Static dashboards
Disconnected cap tables
One-off reporting requests
Spreadsheets for scenario analysis
AI experiments without reliable data
Diligence answers built from scratch
With Foresight
Automated data collection
Dynamic portfolio intelligence
Reconciled ownership and fund data
LP-ready reporting workflows
Native scenario and waterfall tools
AI grounded in your firm’s data
DDQs answered from a ‘golden’ source of truth

Empower everyone who touches the portfolio

Managing Partners
Deal teams
CFOs & Finance teams
Operating Partners
IR teams
Data teams
Five business professionals having a discussion around a table in a glass-walled conference room.
Monitor fund performance at every stage of the investment lifecycle, from identifying diligence bottlenecks to allocating capital
People in business attire seen through office windows in a modern building, some seated and one standing.
Model financing and exits, review board meetings and diligence, and confidently track performance with the updated data
Man sitting and working on a laptop in a cozy, softly lit indoor space.
Track company, fund, and portfolio analysis, valuation, and scenario modeling capabilities, which integrate accounting, cap tables, company KPIs, CRM, and 3rd-party data
Two businesspeople smiling at each other during a meeting with laptops in front of them.
Monitor company performance and optimally allocate support based on PortCo performance and equity stake
Businessman and businesswoman walking together in a modern glass building corridor.
Get the complete story of a fund to prospective LPs, to create fresh and detailed LP reports, and to instantly answer ad hoc questions about individual companies, specific funds, and the entire portfolio
Business team discussing charts and data on screen during a meeting in a modern conference room.
Use Foresight’s data unification infrastructure API and hosted data warehouse as a foundation on which to continue building unique alpha tools for the deal team

More than portfolio monitoring

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The best decisions all in one platform
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All in one platform
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