Fund Vista (IR Portal)

Built an Investor Relations portal so Limited Partners, Fund Managers and other stakeholders can all have quick access to portfolio performance information

FAQs

Problem

At the venture and growth funds I worked at, I noticed that investor updates were fragmented, manual, and delayed. Associates spent hours on the road, pulling data from portfolio companies, formatting charts, and writing updates that often lived in static PDFs or slide decks. There was no single place where LPs could get a live view of fund performance or portfolio health. This created friction during fundraising and made it harder to build trust with investors.

Impact

just a fun side project!

Objective

I set out to build a centralized platform that streamlined the investor update process and turned it into a live, data-driven experience. The goal was to automate repetitive workflows such as pulling metrics, formatting updates, and tracking investor engagement. This happened while giving fund managers an easy dashboard to showcase portfolio progress and fund performance.

Technical Stack

I built the MVP using modern web tools and a flexible backend:

Supabase for authentication, real-time database, and role-based access (fund vs. LP)
React (Next.js) for the frontend, enabling fast-loading, interactive dashboards
Chart.js and Recharts for visualizing fund-level and company-level performance metrics
OpenAI API for auto-generating update drafts and highlighting key trends from uploaded PDFs
Pinecone for semantic search across historical investor updates and memos
Streamlit (early prototype) for internal tooling before building out production UI