Keeping track of the data behind your investments has traditionally meant bouncing between many spreadsheets and emails, each holding a different key piece of data about your portfolio companies and your investments in them. Standard Metrics brings investment records, calculated metrics, governance terms, financing terms, and portfolio company financial performance data together in one centralized source of truth.

Today we’re excited to announce the launch of two new features to our investment details module: terms columns and liquidation preferences. Here’s what investment details look like at Standard Metrics, how the new features work, and what’s next.

Investment details at Standard Metrics: the VC/PE investment data source of truth

Each firm in Standard Metrics has an investment details tab where VC/PE investors can record and manage the full picture of their investments, from initial check size to governance rights to round-level legal terms.

The platform handles equity, warrants, convertible debt (Convertible Notes, Basic Notes, SAFE Notes, KISS), and crypto. It also supports more complex structures such as conversions, acquisitions, stock splits/reverse stock splits, and more. The platform also automatically calculates MOIC, Ownership, Fair Value, and Gross IRR.

Fragmented investment data can slow down LP reporting and lead to hours of manual reconciliation every quarter close. Investment details solves this by giving every firm a single, structured home for the full lifecycle of every investment. And because the platform calculates MOIC, Ownership, Fair Value, and Gross IRR automatically from the underlying transactions, the numbers the team sends to LPs, sees in their pipeline review, and uses at quarter-end are all the same numbers, derived from the same source.

What we just launched: financing terms and liquidation preferences on Standard Metrics

The latest addition to our investment details module are financing terms and liquidation preferences.

Financing terms, where VCs already work

Financing terms on Standard Metrics help investors track their key investor rights for each portfolio company — e.g. whether they hold a board seat, qualify as a major investor, have information rights or pro rata rights, or have Right of First Refusal.

Firms on Standard Metrics can now add these investor rights to Standard Metrics and use them in all existing platform tools: portfolio dashboards, our AI Analyst, data exports, APIs, and more.

Liquidation preferences: understand exits before they happen

Liquidation preferences can now also be stored on Standard Metrics. For each series we track the liquidation multiple, participation (non-participating, fully participating, capped participating), and seniority (tiered or pari passu).

Our AI Analyst can also retrieve and summarize these new liquidation preference terms for investor questions. An example of the AI Analyst in action, performing a waterfall analysis from this data, is shown in the video below.

Coming soon

The features launching today are part of a larger roadmap aimed at building the most robust investment tracker in the industry.

Behind the scenes, we’re already working on the next generation of the Standard Metrics investment interface. Our goal is to unify the entire investment lifecycle into a single, intuitive workflow and ensure that investment data is primed for the reporting and analytical workflows that VC firms require. Stay tuned as we build a more powerful, integrated home for VC/PE portfolios.

If you’d like to share feedback or questions on this release, please get in touch with your CSM. If you’re not yet a customer of Standard Metrics but would like to learn more, please fill out the form below.