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Key Benefits & Features

Rundit for Company

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Account Details
Company Users Unlimited
Investor Reporting
KPIs Access Control
Report
Customized KPIs
Investor Comment
Report Sharing
File Sharing
Service
Discovered By Investors in Rundit
Support Center
Live Support
Integrations
Google Sheets
 

FAQs

We already manage our portfolio in Excel. Why do we need Rundit?
Excel works well for small portfolios, but breaks down as your fund scales.
Rundit centralises all portfolio data, automates KPI collection, and calculates IRR, Multiple, and other key metrics automatically, cutting reporting time by 50% or more. Prefer to stay in Excel? Our Excel Add-in lets you sync data directly without changing your workflow. Learn how it works.
Rundit generates professional, branded LP reports aligned with Invest Europe and ILPA guidelines, directly from your portfolio data.
Reports can be shared as interactive online dashboards that LPs access without logging in, or exported to PDF and Excel. Built-in engagement analytics show you which sections your LPs are actually reading. For teams producing quarterly reports, this typically cuts report compilation time from days to hours.
Yes. Rundit supports structured ESG data collection directly from portfolio companies, replacing manual spreadsheet rounds and email workflows.
Fund teams can monitor PAI indicators, track SFDR category compliance, and compile SFDR-aligned disclosures from a single validated source. Rundit is part of Greenstep, which also provides expert SFDR and ESG advisory services, so you can combine technology infrastructure with compliance expertise if needed.
Most teams are up and running within a few days. Onboarding includes a personalised setup session, data import from your existing spreadsheets or systems, and access to our Support Center and customer success team. Learn more about Rundit onboarding.