Frequently Asked Questions

Standard Metrics is a founder-friendly platform that 100+ VCs use to automate portfolio data collection, centralization, analysis, and reporting. Firms use the portfolio monitoring platform to gain a central source of truth, reduce the reporting burden on companies, and power portfolio reviews, LP reporting, audits, valuations, investment benchmarking, and follow-on diligence.

Startups leverage Standard Metrics to streamline investor reporting, manage investor relationships and key financial information, and benchmark their performance against an aggregated, anonymized, 8,000+ company dataset.

The following areas set Standard Metrics apart from other portfolio management solutions:

• Best-in-class data collection: Standard Metrics automates information requests, progress tracking, completion reminders, document parsing, and metric traceability, all while meeting companies where they are through a flexible reporting portal. Through integrations, portfolio companies can automate the bulk of their reporting requirements.
• Network effects: Information requests through Standard Metrics will auto-populate with any information a company has already reported, helping firms collect more data without extra burden on companies. Companies remain in control of what gets shared when, and often have multiple investors on the platform and can then report to them all more quickly.
• Dedicated founder platform: Standard Metrics gives founders a free, flexible, and easy way to report to their investors—on or off platform. Auto-populated reporting features, direct accounting integrations, investor update tools, and unique benchmarking insights increase portfolio company adoption and reduce the reporting burden.
• Expert implementation, support, and data teams: Standard Metrics offers reliable, expert, on-demand support and service teams designed to ensure client success.
• Robust in-app analytics & interoperability: Standard Metrics offers state-of-the-art benchmarking tools leveraging its aggregated, anonymized 8,000+ company dataset, a powerful in-app BI tool, as well as an API and Excel plug-in for seamless external analysis.
• Intuitive, modern UX/UI: Standard Metrics improves and streamlines traditionally clunky, confusing, and siloed portfolio management workflows.

Standard Metrics is designed for funds of all sizes and strategies, from leading venture capital firms to emerging managers, accelerators, and beyond.

Standard Metrics is built to align the entire firm including front, middle, and back office stakeholders. Finance, operations, and investment team members typically use and benefit from Standard Metrics the most.

Standard Metrics takes a flexible, multi-pronged approach to collect and consolidate portfolio company data. Data can be manually entered by portfolio companies or investment firms, shared via integrations, or manually parsed in by a U.S-based managed data services team leveraging AI.

No, companies can still choose to report offline to investors via traditional financial statements. Signing-up is rapid through pre-auth SSO, will streamline the reporting process, and yield insightful performance benchmarks, but it isn’t required.

Standard Metrics ensures data accuracy through robust data validation checks, which flag discrepancies and unexpected values before and after they’re reported. An in-house managed data services team takes a second-pass on data to verify it’s correctly and accurately reported.

Standard Metrics is flexible across many document types and formats.

Yes, Standard Metrics has comprehensive foreign exchange rate coverage.

Yes, Standard Metrics unlocks investors to benchmark their entire portfolio against an aggregated and anonymized data set of over 8,000 venture-backed startups as well as within their own portfolio. Standard Metrics gives companies a timely benchmarking scorecard so that they can better understand their financial performance.

Yes, Standard Metrics offers custom reporting and a full Business Intelligence tool directly within the application for flexible analytics, visualizations, and dashboarding.

Yes, reports and analysis created with Standard Metrics are often leveraged by investment firms who want to share qualitative and quantitative updates to their LPs.

Yes, valuations and underlying KPIs (Revenue, EBITDA, etc.) can be stored in Standard Metrics to inform and streamline the quarterly valuations process. For full-service valuations, a direct integration with Derivatas is also available.

Yes, Standard Metrics can reduce audit billable hours by giving auditors access to source documents with a full audit trail and history of changes.

Yes, many investment firms that partner with Standard Metrics request non-financial KPIs. These custom metrics are fully supported across different data types (i.e. text, multiple choice, numbers, etc).

Many customers that partner with Standard Metrics request cap tables from their portfolio companies. Additionally, investment firms can track their investments, shares held, ownership, realizations, IRR, and more for each company and fund.

Yes, Standard Metrics tracks equity, debt, and warrant financing types, as well as exit events.

Yes, Standard Metrics has a robust permissions feature that helps you easily assign each user to a standard view, edit, or admin role. Each user also can be assigned a custom role that give them access to specific companies and actions.

Standard Metrics is leveraging AI for document ingestion, natural language queries on business performance, and via a generalized agent prompting use cases.

No, Standard Metrics does not charge by seat. Please contact sales@standardmetrics.io for an estimate that is specific to your needs.

Yes, Standard Metrics is completely free for your portfolio companies.

Yes, Standard Metrics is exclusively available to companies with at least one investor on platform.

Yes, Standard Metrics has an Excel plug-in. With a simple GET formula, data can be pulled directly into Excel workbooks.

Yes, companies on Standard Metrics can connect their Quickbooks or Xero accounts to automatically populate investor data requests and save time. No data is shared to investors without permission.

Yes, Standard Metrics has a data share feature with Snowflake and can connect with other warehouses via API connection.

Yes, Standard Metrics has a comprehensive API. To explore what API endpoints are available, please contact support@standardmetrics.io

Standard Metrics onboards firms with the mindset of delivering rapid time to value. New customers are fully embraced with adequate support resources to ensure a smooth and successful first data request and historical data implementation. We do not outsource implementation services to other providers and never offshore any work.

Yes, investment firms start their Standard Metrics journey with an implementation manager, customer success manager, and managed data services lead. Customers have a skilled and reliable team at their disposal to ensure a quick and painless implementation.

Yes, Standard Metrics custom training for finance, investment and IR teams based on their specific use cases. There’s also on-going support 24×7 depending on your level of service.

Yes. Standard Metrics’ systems and practices have been independently audited for SOC 2 Type II and GDPR compliance to meet industry-leading security and privacy standards.

Standard Metrics never stores login credentials. Integrations use secure connections, and all providers are vetted for their security standards.

Data is encrypted in transit (TLS/HTTPS) and at rest (256-bit encryption). Suspicious activity is proactively monitored and if detected, immediately notified to firms.