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Rundit is designed for investment teams, not IT departments. Our onboarding is structured, supported, and built around your workflow, so you start seeing value from day one.
Simple setup. Real support. No guesswork.
Switching to a new platform is a commitment. We treat it that way. As a Rundit customer, you will receive a structured onboarding process with a dedicated customer success manager, guided data import, and access to a full support center, so nothing gets lost in the transition.
Most teams are fully set up within a few days. Your portfolio companies can start submitting KPI updates in the same week.
| Step 1: Kickoff and setup |
| Your customer success manager runs a personalised setup session to understand your fund structure, portfolio size, and reporting requirements. We configure your account, import your existing data from spreadsheets or other systems, and make sure the platform reflects how your team actually works. |
| Step 2: Portfolio and fund configuration |
| We help you set up your portfolio companies, fund structure, and KPI templates. Investment metrics like IRR, Multiple, and NAV are configured and calculated automatically from the data you bring in. No manual formula maintenance required. |
| Step 3: Team and portfolio company onboarding |
| Your investment team members are invited and given role-appropriate access. Portfolio companies are onboarded to submit KPI updates and reports directly into the platform, replacing email rounds and spreadsheet requests with a structured, automated workflow. If you prefer receiving portfolio updates via email, we have you covered as well. Learn more. |
| Step 4: LP reporting setup |
| We set up your LP report template, branded to your fund. You review a first draft generated from your existing data, confirm the layout and metrics, and your first interactive LP report is ready to share. It’s available as an online dashboard, PDF, or Excel export. Learn more about Rundit’s LP reporting tool. |
| Step 5: Handover and ongoing support |
| Once you are live, your customer success manager remains your point of contact for questions and optimisations. The Support Center provides detailed guides, FAQs, and troubleshooting documentation for your team and portfolio companies to access at any time. |
| Dedicated Customer Success Manager |
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| A named point of contact from day one, not a ticket queue. Your CSM understands your fund structure and is available to help you get the most out of the platform as your needs evolve. |
| Data Import and Migration |
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| Our specialists will help you import your existing portfolio data from spreadsheets, CSV files, Excel or other systems. No data gets left behind, and no manual re-entry is required. |
| Team and Portfolio Company Setup |
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| We onboard your investment team and portfolio companies in parallel, so everyone is set up and submitting data from the start, not weeks later. |
| Access to the Rundit Support Center |
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| Step-by-step guides, video walkthroughs, FAQs, and troubleshooting documentation for investors and portfolio companies, available at any time at support.rundit.com. |
Your data is safe. Your workflow is respected. Your team is supported.
ISO 27001 certified security Rundit is part of Greenstep Oy, an ISO 27001 certified organisation. We ensure that your portfolio data is managed to the highest security and compliance standards throughout onboarding and beyond.
No disruption to your existing workflow If your team prefers to work in Excel, our Excel Add-in lets you sync data directly without abandoning familiar tools. Rundit adapts to how you work, not the other way around.
Responsive support when you need it. Our customer success team is consistently rated as one of Rundit’s strongest assets by users. If something is not working, we will try to address the issue quickly and resolve it.
| Ready to get started? Book a demo to see Rundit in action and get a personalised onboarding plan for your fund. → Book a Demo |
