Keep Track of Your Private Company Investments

We’ve built Shoobx to be the most comprehensive portfolio management solution, anywhere. You can get all the information you need about your private equity investments, with a single, easy-to-use dashboard. This data can be shared with a fund administrator or an auditor, and can even be used as the basis for a full audit. Here’s what you’ll get with Shoobx:

Manage your entire portfolio in one place

If there’s pertinent information about your portfolio, it’s on Shoobx. Even if those companies aren’t yet on the platform, you can create a custom team to interact with your company data, including:

      • Portfolio view with holdings details

      • Ownership summary and total investment

      • Current value with IRR and CoC

      • Board materials

Analytics and Exit Scenario Modeling

Shoobx doesn’t just give you in-depth information about your current holdings; we give you the tools you need to plan ahead. Our analytics capabilities include:

      • Modeling and tracking multiple exit scenarios 

      • Visualizing additional investment and outcomes

      • IRR and CoC calculations

Individual Company Dashboards

Shoobx keeps your companies on track. Click on any company in your portfolio and get detailed information, including:

      • Data room with documentation

      • Valuation history and financials

      • Company timeline

      • Any notes you’ve added

Why should your portfolio companies join Shoobx?

All of your portfolio companies on Shoobx gain access to a legal operating system that handles all of their HR, equity, fundraising, and governance needs, from incorporation to exit. Plus, being on Shoobx makes the next round of fundraising easier for both sides: key documents are immediately accessible, transactions are automatically tracked, and all stakeholders have access to a cap table that updates in real time. Shoobx Partners are even eligible for discounted rates on services.

Interested in learning more? Talk to our Client Services team today!

"I trust my entire portfolio of companies with Shoobx. They are the only platform that can handle real life complexity this efficiently."
Steve Papa
Endeca Founder