For VC, PE, and family offices
Continuous portfolio monitoring without update requests.
Barvol gives investment teams a current view of commitments, decisions, and Reality Score in each portfolio company. The data comes from each company's operating activity, so founders do not prepare reports and your team does not chase them.
Portfolio monitoring
One portfolio view, sorted by risk.
Every connected company appears in one table with Reality Score, revenue, runway, customer count, and open commitments. Companies are grouped into three risk bands so the team can see where attention is needed.
- 80 and aboveExecuting well
- 60 to 79Watch closely
- Below 60Needs attention
Commitment visibility
A record of what each company committed to, and whether it was delivered.
Barvol tracks the commitments founders make to customers, investors, and their teams, and follows each against its deadline. This reduces the reporting burden on founders and gives your team data with a clear provenance: each entry traces back to the activity that produced it.
- Open, at-risk, and overdue commitments per company
- A change log of what moved since your last review
- Notes kept by your team against each company
Deal pipeline and due diligence
Pipeline tracking with due diligence attached to each deal.
Deals move through defined stages, with time in stage recorded. Each deal carries a due diligence checklist across five categories, with the supporting documents linked to the item they evidence.
- Legal
- Financial
- Product
- Commercial
- Team
LP reporting and capital calls
LP register, KYC status, and capital calls in one system.
The register holds each LP's commitment, capital called, distributions, and uncalled balance. Capital calls are allocated pro rata and issued to each LP as a PDF notice.
- LP register with commitment and distribution tracking
- KYC status and expiry date per LP
- Pro-rata allocation calculated for each capital call
- Capital call notices issued to every LP as a PDF
Private equity
Operational monitoring alongside financial reporting.
A dedicated portal for private equity firms covers performance, distributions, debt covenants, and exit planning across the portfolio.
Performance
Revenue, EBITDA, gross margin, and free cash flow per company. XIRR and MOIC at company and portfolio level.
Distribution waterfall
Preferred return, carry rate, and catch-up are configurable. American and European waterfalls are supported.
Covenant monitoring
Covenant status recorded per company: in compliance, watch, or breach.
Exit readiness
An exit readiness score from 0 to 100 for each company.
Operations
Value creation initiatives and operating partner assignments tracked against each company.
Fund administration
Team access by role, fund documents, and an audit trail of activity in the fund.
- 1Return of capital
- 2Preferred return
- 3Catch-up
- 4Carried interest
Who uses it
Built for the teams that run a fund.
General partners and partners
A current view of execution in each portfolio company ahead of board meetings and partner reviews.
Platform and portfolio operations
Risk flags and open commitments across the portfolio, used to decide where the team's time goes.
Fund administration
The LP register, KYC status, capital calls, and fund documents maintained in one system.
Finance
Portfolio performance, distributions, and covenant status for reporting to the partnership and to LPs.
Data and security
Controls stated plainly.
We list what is in place today and mark what is not yet available.
- AES-256 encryption at rest
- Role-based access for fund members
- Audit trail of activity in the fund
- Two-factor authentication
- Your data is never used to train AI models
- Founders control what they connect
- SSO and SAML: coming soon
Implementation
Three stages from setup to live monitoring.
01
Fund setup
We configure your fund, your team's roles, and the fields your portfolio companies report.
02
Portfolio invitations
Each founder receives a connection request and approves it from their own Barvol workspace.
03
Live monitoring
A company appears in the portfolio view once its founder approves. Data then updates from the company's own activity.
Procurement
Questions from procurement.
Who owns the data?
Each portfolio company owns its workspace data. The fund owns its own records: pipeline, due diligence notes, LP register, and fund documents. Barvol processes both on your behalf and does not use either to train AI models.
Where is the data stored?
Application data is stored in Google Cloud Firestore in the EU multi-region. Uploaded files are held in encrypted object storage. The application is hosted on Vercel. Our security page lists the providers involved.
How is access controlled?
Fund members are assigned a role: general partner, analyst, fund administrator, or limited partner. Each role determines what a member can view and change. Two-factor authentication is available on every account. SSO and SAML are coming soon.
What can a founder see, and what do they share?
Founders approve the connection and control optional fields. Founders do not see your pipeline, your notes, or other portfolio companies.
What happens when we stop using Barvol?
Tell us when you offboard and we will arrange the export or deletion of your fund's records.
How is it priced?
Pricing is custom and depends on the size of the fund and the modules you use. We quote after a demo.
Review Barvol against your portfolio monitoring process.
A demo covers the portfolio view, the fund administration tools, and implementation for your fund.