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Extend your runway and secure funding faster

Get investor and lender-ready financials.

Get started See features

For venture & growth investors

Zero-variance deal intelligence across your portfolio

Reconcile from ERP to the data room. Diligence gets less noisy, bridge decisions rest on real burn, and your partnership sees one source of truth.

Book a portfolio walkthrough See fund pricing
Source-level Fix the books, not just the deck
Thin runway When cash gets tight, precision matters
Portfolio roll-up KPIs across companies in one place
Features

Directly integrate with your accounting software

Automated diligence. Real-time insights.

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Automated statements

Automated consolidated financial statements provide an efficient, accurate, and timely way to present their financial performance to financial stakeholders.

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Forecasting

Forward-looking financial statements that stay accurate and easy to refresh.

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Integrations

Sofritech integrates with the most popular accounting software to provide a seamless experience.

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Covenant & Investor Reporting

Meet lender obligations and keep capital providers informed with structured reporting for debt covenants as well as VC and PE investors.

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Automated due diligence

Automated pre-due-diligence workflows that generate financial statements, extract structured fields from contracts, and validate cash balances.

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Dataroom

A dataroom first approach allows for efficient due diligence and signals that the company takes the fundraising process seriously and is committed to providing comprehensive information to support the underwriting process

Portfolio operating system

Continuous visibility, not another quarterly PDF

We sit on the accounting source data your CFOs already run on, so runway, burn, and covenant math stay aligned with the ledger. You get a data provider, not a consultant layer on top of fuzzy exports.

Portfolio command center

Roll up KPIs across portfolio companies in one dashboard. Baseline reporting on the metrics your partners already track, plus room to standardize chart-of-accounts mapping over time.

Precision when runway is thin

When cash is only two or three months out, “roughly right” is not enough. Tie burn and runway to live ERP imports so bridge and extension decisions use reconciled numbers, not spreadsheet drift.

Diligence that reconciles

Same figures from GL to data room to investor packs. Fewer surprises post-close, faster answers in follow-on rounds, and a credible path to continuous diligence instead of point-in-time theatre.

Proactive signal, not noise

Alerts for unmapped ledger lines, accounting anomalies, and broken connectors, so portfolio finance teams fix source issues before they land in your inbox.

Plays nicely with your stack

API-first design to complement tools you already use (e.g. portfolio monitoring). We fix the underlying financial data so everything downstream is comparable.

Foundation for liquidity & secondaries

Consistent, time-stamped valuation inputs take years of clean operational data. Start building that foundation with every monthly close.

Contract extraction

Contract extraction

Pull revenue details out of agreements so recognition and reporting stay tied to the underlying contract.

Due diligence automation

From contract to recognized revenue, built for partner-level diligence

Structured economics from customer agreements flow into revenue recognition and backlog so numbers tie back to primary documents. Fewer manual bridges between legal, finance, and the investment memo.

sofritech:~$
sofritech:~$ fetch_contract("Service_Agreement_2025.pdf")
✓ Retrieved from Box storage (2.4 MB)
sofritech:~$ analyzing documents..
✓ Parsing 12 pages, extracting structured fields...
→ Identified: Service Terms, Pricing Schedule, Payment Terms
✓ Analysis complete (98% confidence)
sofritech:~$ extracting revenue data..
✓ Extracted revenue details:
{
  "revenue_details": {
    "customer": "Acme Corp.",
    "total_contract_value": 125000.00,
    "currency": "EUR",
    "start_date": "2025-01-01",
    "end_date": "2025-12-31",
    "recognition_method": "straight_line"
  }
}
✓ Stored in JSON format
sofritech:~$ _

Supported capital providers


Supported accounting software

Integrates directly with your accounting software

We support all major accounting software, so you can keep using the tools you love.

Portfolio companies keep their existing ERP; you get comparable, connector-backed financial truth without ripping out their stack.

Exact
QuickBooks
Odoo
Xero
Sage
AFAS
HubSpot
Pricing Plans

Tailored pricing plans designed for you

All plans include advanced tools and features to manage your runway.
Choose the best plan to fit your needs.

pricing plans arrow Save 15%
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Manage

€149 €126,65 /mo
€1.519,80 / year
  • ERP integration
  • Daily imports
  • Accredited processes
  • Financial reports

Get Started
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Deal ready

€499 €424,15 /mo
€ 5.089,80 / year
  • Everything in Manage
  • Data room
  • Collaborate with investors
  • Forecasting

Get Started
For funds & portfolio companies

Aggregation for you. Usage-based for them.

A concierge-friendly model for a relationship-driven industry. The fund sees the portfolio roll-up; each company pays for its own extraction and refresh cadence, aligned with how diligence actually happens.

Joining from the Data Driven community? Mention data-driven when you reach out. We use it to track what resonates.

Fund & partner workspace

Portfolio aggregation dashboard

Included

for qualified funds

  • Roll-up of connected portfolio KPIs
  • Standardized reporting baseline (evolving with partners like Shift)
  • Alerts for unmapped GL lines & data breaks
  • API access for your existing VC tooling roadmap
Talk to us about fund access

Portfolio company seats

Pay-per-use credits (GCP-style)

First 20 refreshes / mo

free per org, then metered usage

  • ERP connectors, data room, investor-ready reports
  • Automated contract and document extraction
  • Companies you refer: 3 months on us
  • Optional: first extraction free, then automated pulls from €49/mo (pilot bands)

Exact bands evolve with volume. We will match how your portco finance teams work.

Start a portco pilot

FAQs

Find answers to common questions about our service. If you need more assistance, feel free to contact our support team.

To connect your accounting software, go to the integrations section in your dashboard, select your software from the list, and follow the provided instructions to authorize the connection.
We extract transaction records, GL mappings and financial statements. The specifics depend on the accounting system.
The generated reports are stored securely in a data room, which you can access through your account dashboard. You can view, download, and share the reports as needed.
Yes, you can set the frequency and timing of report publication to investors. You can also choose to publish reports manually.
Yes, we take data security very seriously. All connections to your accounting software are encrypted, and our servers comply with the highest security standards to ensure your data is protected.
No, we generate validated reports that are accepted by the biggest investors, allowing for quicker decision making due to the verified process.
We offer customer support through live chat, email, and phone during business hours GMT+2. Our support team is ready to assist you with any issues or questions you may have.

FAQs for funds

How we think about portfolio monitoring, diligence, and billing, without turning your CFOs into a consulting project.

Funds get a portfolio aggregation workspace to compare companies on a common baseline. Each portfolio company connects its own ERP and pays for extraction, refresh cadence, and advanced modules. Economics scale with actual usage, not a flat “platform tax” on the fund.
No. We are a data infrastructure provider. We normalize what is already in the ledger and contracts so your teams keep control. The goal is fewer manual bridges between Excel, BI, and the data room, not another slide deck shop.
When runway drops to two or three months, directional estimates break. We prioritize reconciled imports from accounting systems, chart-of-accounts discipline, and alerts when mappings break. Bridge and extension conversations should reference the same numbers the auditors will see.
Yes. APIs and integrations are on the roadmap so Sofritech can feed clean time series into your existing stack instead of asking you to rip and replace. Tell us what you run today and we prioritize connectors accordingly.
Connections to ERPs are encrypted; reporting outputs land in a structured data room with permissions you control. Funds can receive portfolio roll-ups without every partner needing direct access to each company’s raw ledger.
We are happy to start with a focused pilot, often first extraction or a single reporting pack, then expand to automated refreshes. Referred portcos typically receive an extended evaluation window so you can validate signal before standard metered pricing kicks in.
Contact

Let's work together

Map a portfolio pilot with us

Any question or remark? Just write us a message.

Share your stack, how you run portfolio reviews, and which portcos you would like to connect first. We will follow up with a concrete roll-out path.

Send a message

If you would like to discuss anything related to payment, account, licensing,
partnerships, or have pre-sales questions, you're at the right place.