Rundit

Vorteile

The ease of use and its integration with Google sheets that makes from a seamless experience gathering portfolio company data

Nachteile

The limitations it has on customising LP report one pagers.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Rundit

Vorteile

Clear interface, easy UX and the client service is great

Nachteile

Sometimes numbers disappear that have been put in manually but appear when I've refreshed the page, or there is a bit of a lag when logging on, switching between pages

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Rundit

Vorteile

The software is easy to deploy and use. Right now we are mostly using the portfolio and investment management features. We will be using the exported reports, once Rundit is fully deployed across all our portfolio companies.

Nachteile

The biggest challenge is to get the portfolio companies to provide the correct information on time. We are managing all portfolio entries and hope to push this to the companies in due course.

Vorteile

The most important feature in my opinion is the KPIs table, it's what I use most of the time on Rundit, I like it. The product is highly user-friendly, for this reason i've suggested to to many of my peers and some of them also subscribed to it.
The integration with our business processes has been very easy.

Nachteile

What to improve in the KPIs table: I do not see the graph in the Metrics above the KPI Metrics even though I've added the metrics in the table; the import directly from excel would be very appreciated.
Moreover, I'd like to add another Fair Value (i.e. Fair value as of 31.12.2021 and 31.03.2022) but it doesn't seem possible.

Vorteile

We liked that Rundit is very easy to onboard and use, the interface is extremely user friendly, the team doesn't require any special sessions or training to start using it.

Nachteile

The transaction data might be improved as it's hard to find what was the valuation of the company in particular rounds, the number of shares we hold, and how much was invested.

Vorteile

Very intuitive platform and new features are very well adjusted to client needs. Easy to track metrics - which is my main use.

Nachteile

It is still hard to get companies to use this platform.

Vorteile

Easy to use, without unimportant functions, good notifications, simple UX.

Nachteile

Low level of dashboard customization, lack of possibility to co-manage portfolio companies profiles.

Vorteile

Being able to have our portfolio companies reporting under one platform.

Nachteile

UX could be improved a bit. And fund managers could have more control over what companies must write, clearly showing unnecessary metrics and sections to end users.

Vorteile

- excellent dashboards
- easy fund management and reports export
- very good customer support and parameterization
- very easy integration

Nachteile

- new KPIs on the portfolio companies need to be easily adaptable

Vorteile

That we can follow the investments and the companies can fil in KPI´s and figurs for us to follow.

Nachteile

Since we havn´t had enough time to put into Rundit I don´t have anything to say regarding least.

Vorteile

Easy to see the full portfolio in one platform, assuming everyone uploads their data

Nachteile

It's hard to incentivise portfolio companies to use it. Would be good to improve the reporting functionality and incentives for them to use it. If they don't then the portfolio reporting is ultimately redundant.

Vorteile

A big step to stop being dependent on a large excel-sheet that can easily by altered with by accident. Gives better reliability of the numbers of the portfolio companies.

Nachteile

I mainly miss two features:

1. The ability to see "logs" of what each user has updated/changed and when
2. A "time machine" functionality to pick a specific date you want to see all information as at that date.

Vorteile

it is easy for the startups to make report, and for the investment team to review the reports in a structured manner

Nachteile

There is no API that allows us to pull the report easily and make the analysis of it