Core10 is now Monarch, your partners for SaaS implementation, configuration, and consulting.

Start Here
Monarch logo
Linkedin-in

INDUSTRIES: VENTURE CAPITAL & GROWTH EQUITY

From first meeting to portfolio exit, technology built for venture capital.

Fast-moving deal flow, complex portfolio tracking, and demanding LP reporting. Our venture capital technology consulting services keep your platform moving as fast as your fund.

How We Help
Talk to an Expert

3,900+

Projects delivered

Seed to Growth

All fund stages served

All Sizes

Emerging managers to large platforms

Where We See Firms Struggle with Technology

We have seen these patterns. Here is how we solve them.

01

Portfolio Tracking that Cannot Keep Up with Deal Volume

Traditional configurations treat every opportunity the same way, but a seed deal, Series B, and portfolio company all need very different data models and workflows.

We build deal-stage-specific workflows and portfolio objects for VC.

02

No Unified View of Portfolio Company Health
KPIs scattered across founder emails, spreadsheets, and disparate systems. Your team cannot easily answer how portfolio companies are performing without hours of manual work.

We configure dashboards that aggregate portfolio data in real time.

03

LP Reporting that is Still Manual

Quarterly LP updates assembled from spreadsheets. Capital call notices sent by email. Your investors expect institutional-grade reporting.

We automate investor reporting workflows.

04

Sourcing Data outside your Deal Workflow

Your team searches multiple platforms to qualify a company. Deal teams manually copy data between research tools and your CRM — introducing errors.

We connect data providers natively into your deal workflow.

Across years of engagements, we know exactly where technology creates friction for venture investors and how to fix it.

How Monarch Helps

Technology configured for your workflows.

Deal Flow & Pipeline

Stage-specific opportunity objects, sourcing attribution, intro tracking, and workflows built around how your deal team evaluates companies.

Portfolio Monitoring

Company health dashboards, KPI tracking, board seat management, and follow-on opportunity identification in one configured platform.

LP Relations

Investor communications, capital call tracking, distribution notices, and automated quarterly reporting for your LP base.

Data Provider Configuration

Sourcing and market intelligence platforms connected natively so your team has everything in one place.

Co-Investment Tracking

Syndicates, co-investor relationships, and follow-on rights tracked alongside your core portfolio.

Platform Advisory

Not sure which platform fits your fund stage and strategy? We have evaluated platforms across hundreds of firms and can guide your decision.

A few of the platforms we deliver
Intapp
Salesforce
Cobalt Logo
PitchBook
S&P
Equilar
Factset
BoardEx-_1_
Dun-_-Bradstreet
Preqin
What Our Clients Say

Don’t take our word for it, take theirs.

quotation icon
"They are exceptional. They produced outstanding and customized results for my firm where their work will have an immediate impact on the way that we operate as a team. They really listened to the client (me!) and were able to incorporate my feedback, understand my goals, and execute."
Principal,Private Equity Firm Focused on Taking Active Minority Interests in Mid-market and Growth-stage Companies
“I am grateful to the team for their commitment to project excellence.”
Chief Compliance Officer, Global Mid-market Advisory Firm, Focused on Strategic M&A and Capital Raises
“I was very impressed. They implemented the Pitchbook / DealCloud integration much quicker than we expected. They were very responsive and took all of our suggestions into account.”
Principal,Investment Advisor Managing a Fund-of-Funds
“Great experience with the team.”
Managing Director, 70-year-old Investment Bank, Focusing on the Built Environment
"The previous system was fraught with issues… Thanks to your extraordinary efforts, we now have a CRM system that we can be proud of. Your collaborative spirit and focus on delivering quality results have truly made a significant impact. Please accept our heartfelt thanks and appreciation for everything you have done.”
Senior Marketing & Client Development Manager200+ Attorney Labor and Employment Law Firm
“Extremely responsive and open to our feedback.”
Investment Professional,Incubation and Investment Platform
“The implementation team worked with us to ensure we had the best possible platform.”
Private Equity Associate,Private Equity Firm Focused on Mid-market Investments
"We could not have asked for better implementation support!"
Partner & President,Private Investment Firm Focusing on Energy and Government Contracting Suppliers

Datasheet

Monarch implements
80+ workflows, integrations, and customizations.

See what’s possible.

Download Overview