This task can be performed using DashLabs
The go-to place for VCs to kickstart CRM reporting
Best product for this task

DashLabs
analytics
DashLabs is the go-to place for VCs to kickstart CRM reporting. VC Platform and Operation teams use it to go from lack of reporting ideas to investor-ready dashboards in minutes. DashLabs offers the largest CRM reporting library with more than a century of reporting best practices leading VCs trust to successfully run and improve their operations. Sign up and solve your teams CRM reporting for Dealflow, LP-Tracking, Portfolio Support, Relationship Management and many more…

What to expect from an ideal product
- Ready-to-use CRM dashboards save hours of setup time and get your reporting running in minutes
- Proven reporting templates from top VCs help track dealflow, portfolio, and LP relationships effectively
- One central hub for all portfolio data keeps teams organized and makes sharing updates seamless
- Quick access to industry-tested metrics and KPIs ensures you're measuring what matters most
- Pre-built reporting workflows make it easy to track relationships, deals, and support activities across the portfolio