About Portfolio
Portfolio gives you a clean, structured view of every company in your fund. Track key metrics, manage follow-ons, share portfolio snapshots with LPs, and keep your team aligned on who's doing what across the portfolio.
Key features
Company Profiles
Rich profiles for each portfolio company — funding history, key contacts, board seats, metrics, and notes all in one place.
Portfolio Dashboard
At-a-glance view of your entire portfolio. Filter by stage, sector, fund, or custom tags. Spot trends and outliers fast.
LP-Ready Snapshots
Generate polished portfolio snapshots for LP updates. Pick the metrics that matter, and Bridge formats the rest.
Team Collaboration
Assign ownership, leave notes, and track action items per company. Everyone on your team stays in sync.
How funds use Portfolio
Prepare a portfolio review deck for your next LP meeting
Track which portfolio companies are fundraising and their runway
Assign board prep tasks to team members before a busy week
Share a curated portfolio page with a prospective LP
Getting started
Import your portfolio companies or sync from your CRM
Enrich company profiles with key metrics and contacts
Set up your team's ownership assignments
Create your first LP-ready portfolio snapshot
Works great with
Updates
Turn portfolio updates into asks, fundraising signals and metrics with dashboards.
Network Sharing
Share curated slices of your network with LPs, founders, and partners.
Ready to try Portfolio?
Your portfolio, organised and connected. Get started in seconds — no extra sign-up needed if you're already on Bridge.