PORTFOLIO KPI & REPORTING
Stop chasing spreadsheets. Start analyzing your portfolio.
Vessel automatically extracts KPIs from any document your portfolio companies send — board decks, financial statements, PDFs, emails — validates accuracy across quarters, and generates LP-ready reports in under 24 hours. Zero manual data entry.
Trusted by
AI that actually understands
financial documents
Unified collection — any format, any source
Portfolio companies report however they want. Vessel ingests everything — no templates, no training. Updates arrive via email, a dedicated inbox, or a connected drive folder, and are automatically structured on your side.
Unified collection — any format, any source
Portfolio companies report however they want. Vessel ingests everything — no templates, no training. Updates arrive via email, a dedicated inbox, or a connected drive folder, and are automatically structured on your side.
Unified collection — any format, any source
Portfolio companies report however they want. Vessel ingests everything — no templates, no training. Updates arrive via email, a dedicated inbox, or a connected drive folder, and are automatically structured on your side.
Intelligent extraction — context-aware KPI recognition
Vessel reads financial updates like an analyst — not a spreadsheet parser. It extracts key metrics and context, even when data is messy, renamed, buried in text, or shown in charts, and flags inconsistencies automatically. You get numbers and narrative, ready for LPs.
Intelligent extraction — context-aware KPI recognition
Vessel reads financial updates like an analyst — not a spreadsheet parser. It extracts key metrics and context, even when data is messy, renamed, buried in text, or shown in charts, and flags inconsistencies automatically. You get numbers and narrative, ready for LPs.
Intelligent extraction — context-aware KPI recognition
Vessel reads financial updates like an analyst — not a spreadsheet parser. It extracts key metrics and context, even when data is messy, renamed, buried in text, or shown in charts, and flags inconsistencies automatically. You get numbers and narrative, ready for LPs.
Dual-LLM validation — accuracy you can trust
Vessel uses two AI models that check each other’s work. One extracts financial metrics. The other independently validates them against the source document, historical data, and mathematical consistency. When they disagree, only that specific data point is re-checked or flagged for review. The result: 95%+ accuracy, without your team living in spreadsheets.
Dual-LLM validation — accuracy you can trust
Vessel uses two AI models that check each other’s work. One extracts financial metrics. The other independently validates them against the source document, historical data, and mathematical consistency. When they disagree, only that specific data point is re-checked or flagged for review. The result: 95%+ accuracy, without your team living in spreadsheets.
Dual-LLM validation — accuracy you can trust
Vessel uses two AI models that check each other’s work. One extracts financial metrics. The other independently validates them against the source document, historical data, and mathematical consistency. When they disagree, only that specific data point is re-checked or flagged for review. The result: 95%+ accuracy, without your team living in spreadsheets.
Automatic dashboard reconstruction
Vessel doesn’t just extract data — it rebuilds your reporting infrastructure, from fund-level dashboards and company-level financial histories to LPAC-ready reports and fully custom views, all continuously and automatically updated as new data comes in.
Automatic dashboard reconstruction
Vessel doesn’t just extract data — it rebuilds your reporting infrastructure, from fund-level dashboards and company-level financial histories to LPAC-ready reports and fully custom views, all continuously and automatically updated as new data comes in.
Automatic dashboard reconstruction
Vessel doesn’t just extract data — it rebuilds your reporting infrastructure, from fund-level dashboards and company-level financial histories to LPAC-ready reports and fully custom views, all continuously and automatically updated as new data comes in.
"Fundraising used to be PDF chaos. Now it’s clean, branded, and tracked."
Chris Arsenault
Managing Partner at Inovia
"Fundraising used to be PDF chaos. Now it’s clean, branded, and tracked."
Chris Arsenault
Managing Partner at Inovia
Ready to never manually extract KPIs again?
01
What makes Automated Reporting different from other tools?
02
Can Vessel handle portcos that don't use templates or send inconsistent files?
03
How accurate is the extraction?
04
Can Vessel replicate our existing dashboards?
05
How does Vessel handle EBITDA/ARR inconsistencies between companies?
06
Will this replace our spreadsheet workflows?
07
Can we trust the numbers for LPAC presentations?
08
How much manual work is still required?
09
How does this integrate with Vessel's other modules?
10
Can Vessel push extracted data directly into our BI tool (e.g., Sigma)?
11
Does Vessel support an email-based ingestion workflow?
12
What happens each quarter when new data comes in?
13
Can Vessel ingest all our historical documents (2020-2021 board decks, memos, financials)?
14
Can I correct extracted data myself? Do I need to contact Vessel support?
15
What if we use a fund administrator — does this replace them?
16
Is there a minimum portfolio size?
What makes Automated Reporting different from other tools?
Can Vessel handle portcos that don't use templates or send inconsistent files?
How accurate is the extraction?
Can Vessel replicate our existing dashboards?
How does Vessel handle EBITDA/ARR inconsistencies between companies?
Will this replace our spreadsheet workflows?
Can we trust the numbers for LPAC presentations?
How much manual work is still required?
How does this integrate with Vessel's other modules?
Can Vessel push extracted data directly into our BI tool (e.g., Sigma)?
11
Does Vessel support an email-based ingestion workflow?
12
What happens each quarter when new data comes in?
13
Can Vessel ingest all our historical documents (2020-2021 board decks, memos, financials)?
14
Can I correct extracted data myself? Do I need to contact Vessel support?
15
What if we use a fund administrator — does this replace them?
16
Is there a minimum portfolio size?