Different teams work from different numbers.
Investment, finance, operations, and investor relations work from separate systems. Reconciling information becomes a recurring exercise instead of a solved problem.
mgmnt.work · System of record
Funds, deals, portfolio and investors live in spreadsheets and systems that never quite agree. mgmnt.work is the single source of truth for the modern investment firm.
DashboardFundsPipeline+
Widget
Called Capital$1.75B
Portfolio NAV$2.65B
Net IRR26.4%
TVPI2.25×
DPI0.73×
Portfolio NAV · by year
Sector mix
CompanySectorCurrent ValueMOIC
HHHelix Health SystemsHealthcare$540M3.0×
VSVantage SoftwareTechnology$610M5.1×
FIForge Industrial GroupIndustrials$690M2.9×
Alternative investment firms weren't
designed to operate
this way.
Spreadsheet models
Fund administration
Generic CRM
Manual LP reporting
One source of truth
Deal to distribution, with controls built in
Critical processes live in spreadsheets.
Fund performance, portfolio reporting, LP communications, and approvals depend on files that are difficult to govern and impossible to scale.
Growth creates operational drag.
Every new fund, portfolio company, and LP relationship increases complexity. Most firms add headcount long before they add the systems to scale.
One source of truth for
the entire firm.
mgmnt.work brings deals, funds, portfolio companies, investors, reporting, and approvals together into one institutional system the whole firm works from.
One source of truth
Funds, portfolio companies, deals and LPs are defined once. Every dashboard, fund report and export then reads from the same numbers.
One number, everywhere
Update a valuation once and every dashboard, fund report and LP statement reflects it immediately — no exports, no reconciliation.
Governance built in
Permissions, audit trails and approvals are built into the system itself, not bolted on after the fact.
Run the whole firm
from one system.
From portfolio tables to LP reporting, every view draws on the same trusted data. Walk through the firm’s day-to-day, one workflow at a time.
TableBoardMap+ New
CompanySectorCurrent
ValueMOIC
HHHelix Health SystemsHealthcare$540M3.0×
VSVantage SoftwareTechnology$610M5.1×
FIForge Industrial GroupIndustrials$690M2.9×
BPBrightPayFinancial$520M6.1×
MFMeridian FoodsConsumer$300M1.9×
Called Capital$1.75B
Portfolio NAV$2.65B
Net IRR26.4%
TVPI2.25×
Portfolio NAV · by year
Sector mix
Diligence3
Project AtlasAtlas Cloud ·
$880M EV
Project JunoJuno BioPharma ·
$720M EV
Final DD1
Project CedarCedar Building ·
$540M EV
IC Approval2
Project BeaconBeacon Health · $220M EV
Project LyraLyra
Industrial · $410M EV
AnalystSubmitted
Q2 mark · $540M (DCF 9.2× EBITDA)✓
FinanceReviewed
calculation · S. Okafor✓
IC ChairMaya
Okonkwo · Awaiting sign-off…
RecordedImmutable
audit entry
Permission-aware to the field — actions a user can’t take aren’t shown.
| Q1 | Q2 | Q3 | Q4 | FY | |
|---|---|---|---|---|---|
| Revenue | 48 | 52 | 55 | 57 | 212 |
| Gross Profit | 31 | 34 | 36 | 37 | 138 |
| GP Margin | 64.6% | 65.4% | 65.5% | 64.9% | 65.1% |
| OpEx | (23) | (24) | (24) | (24) | (95) |
| EBITDA | 8 | 10 | 12 | 13 | 43 |
| ARR | 182 | 188 | 193 | 198 | — |
Every fund, deal and company on one surface.
One workspace holds funds, portfolio companies, deals and LPs. Filter, group and act in place, with access that scopes down to the individual record and field.
The numbers each desk cares about.
IRR, TVPI, NAV and the metrics each desk lives by — assembled from live data and pinned as a homepage. Update a figure upstream and every dashboard moves with it.
Every deal, from sourcing to close.
Move deals from sourcing through IC approval. Tasks, gating and sign-offs travel with them, so nothing slips between stages.
Decisions your IC can stand behind.
Valuations, distributions, and IC decisions move through approval chains you define, with an immutable record. Every figure traces to its source and the sign-off that authorized it.
The discipline of a spreadsheet, without the broken links.
Roll operating metrics up from company to fund — controlled and versioned, with the precision of a model behind every figure.
See the whole portfolio in place.
Plot holdings, assets, and exposure across regions. Switch the moment you need a different angle on the same trusted data.
Configurable, no engineering
The software changes as
The software changes as
your workflow changes.
Add a fund, a new record type, or a field the moment the business changes — no engineering tickets, no rebuilds. Records, fields, rules and reporting are all yours to shape, and controls come along by default.
New deal
Over $10M
Create tasks
Route for approval
Configure · Portfolio Company
TCompany NameText
$Investment AmountCurrency
%Ownership %Percent
$Current ValuationCurrency
↗FundRelation → Fund
▾StatusSelect
✦MOICFormula
+ Add field
Institutional controls
built in.
Control isn’t a feature bolted on top. It’s built into the system itself, so every screen, export and integration inherits it automatically.
SourceHelix Health Systems · Q2 2026 report
CalculationDCF · 9.2× EBITDA ($43M)
Entered byS. Okafor · Jun 12, 14:02
Current Valuation$540M
Partner · full access (owner)
Analyst · read-only fields
Investor Portal · scoped view
Field: Carry % — hidden from analyst
Analyst — S. Okafor✓
Finance — D. Kahn✓
IC Chair — M. Okonkwo…
Audit recorded
EUUSIN
Data pinned to its region, EU, US or IN
In transitTLS 1.3
IsolationRegion-locked, never replicated cross-border
SOC 2 Type II · pendingEU, US & IN
residencySSO · SAML
Full audit lineage
Every value traces cleanly back to its source, the calculation that produced it, and the person who entered it — nothing ever happens off the record.
Permission-aware, by the field
Roles scope all the way down to individual objects and fields. Anything a person isn't cleared to see or do simply never appears on their screen.
Configurable approval workflows
Valuations, distributions, and IC decisions move through approval chains you define yourself — every step signed off and captured in an immutable record.
Data residency & encryption
Pin your data to the EU, US, or India and trust it stays there — region-locked, encrypted in transit, and never replicated across borders, with SOC 2 Type II well underway.
Every holding in real time,
from fund level to the field.
Track financial, operational and valuation metrics across every portfolio company, roll them up to the fund, and run simulations that surface variances before the IC asks for them.
Portfolio NAV · Astra III$2.65B▲ 8.4% QoQ
Weighted MOIC2.25×▲ 0.12×
At-Risk holdings1of 11 portfolio companies
Portfolio geography · North America & Europe
Scenario · −10% revenue → Fund MOIC 1.98× · DPI unchanged
What changes when every team
works from one source of truth.
Investment decisions you can defend
Every metric traces back to its source, with approvals and change history built in, so there is nothing to second-guess before the IC.
LP reporting without fire drills
Generate reporting from governed data rather than assembling information across multiple systems every quarter.
Portfolio visibility in real time
Monitor performance, valuations and operating metrics across every company, with variances surfaced before you ask.
Scale without scaling complexity
Support more funds, investments, and stakeholders without rebuilding processes or adding operational headcount.
Get started
See mgmnt.work
See mgmnt.work
on your data.
In a 30-minute session we’ll show how your deals, funds, portfolio companies and LP data would operate inside one system, using your own data rather than slideware.