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Reporting & Analytics · Venture Capital

Portfolio reporting & analytics support for venture capital firms

By Zack Pennington, CEO Updated

Between quarterly LP reports, portfolio company KPI rollups, and fund performance summaries, reporting work in venture capital is time-consuming and detail-intensive, but it rarely requires a full-time hire. Nacho's US-based assistants and specialists work directly inside your reporting workflows to compile, format, and maintain the data your LPs and investment team depend on. Whether you're running a single fund or managing a multi-stage portfolio, we help you stay current without pulling your analysts off higher-use work.

Tools we work with: Google Looker Studio Google Analytics 4 HubSpot Salesforce

Can a Virtual Assistant handle reporting & analytics for venture capital firms?

Yes. Nacho matches venture capital firms with a vetted, 100% US-based Specialist who owns reporting & analytics week after week, not a one-off task. Onboarding starts with a $300 Delegation Strategy Plan, your Talent Budget starts at $1,000 a month, and matching takes about a week.

See how the match works What a Talent Budget costs Book a discovery call

How it works

How your Specialist owns reporting & analytics for venture capital firms

A Nacho EA embedded in a VC reporting workflow typically owns the recurring data collection and formatting layer: pulling metrics from portfolio companies via standardized update templates, consolidating them into your master tracking sheet or platform (Visible.vc, Airtable, Excel, or Google Sheets), and flagging anomalies or missing submissions before your review cycle. They'll maintain fund-level dashboards tracking deployment pace, reserve ratios, and portfolio valuations, and can draft LP update narratives using your approved tone and structure. Your role stays at the interpretation and relationship layer: reviewing outputs, making judgment calls on valuation marks, and communicating directly with LPs: while the EA handles the data assembly, version control, and deadline tracking that consumes hours every quarter. For firms using tools like Carta, Visible, or custom Notion setups, we match EAs to your existing stack rather than asking you to change your process.

Off your plate

What your Specialist takes off your plate

The most common mistake is handing off reporting work without a clear data source map: your EA needs to know exactly where the inputs live (portfolio company emails, Carta, a shared drive) before they can own the process reliably. Before your first engagement, spend 30 minutes documenting your current reporting cycle: what gets collected, from whom, on what cadence, and what the final output looks like. Firms that do this upfront typically see a functional handoff within the first two weeks rather than the first two months.

  1. Portfolio Company KPI Rollup

    Sends standardized metric request templates to portfolio founders, follows up on missing submissions, and consolidates MRR, burn rate, headcount, and runway data into a master portfolio tracker.

  2. LP Quarterly Report Preparation

    Compiles fund performance data, formats portfolio company summaries, and assembles draft LP update decks or memos using your firm's established structure and prior reports as templates.

  3. Fund Dashboard Maintenance

    Keeps deployment, reserve, and valuation dashboards current in Visible.vc, Airtable, or Excel, including updating investment cost basis, ownership percentages, and follow-on round data after new closes.

  4. Comparable and Benchmark Research

    Pulls sector-specific benchmarks from PitchBook, Crunchbase, or CB Insights to support portfolio valuations, investment memos, or LP reporting narratives.

  5. Cap Table and Ownership Tracking

    Maintains a consolidated ownership summary across the portfolio using Carta exports or manual inputs, flagging dilution events, new rounds, and pro-rata exercise deadlines.

Your stack

Tools our team works with

We adapt to your existing stack, no forced migrations.

Make.com
Salesforce
Google Analytics 4
Google Looker Studio
Zapier
Microsoft Excel

...and many more!

Client proof

Trusted by venture capital firms

Nacho supports venture capital firms including Capstar Ventures, Elsewhere Partners, handling everything from reporting & analytics to broader operational support.

The model

What delegating to Nacho actually looks like

This is ongoing delegation to one vetted, US-based person, not a task posted to a marketplace.

  1. Start with a Delegation Strategy Plan

    A one-time $300 onboarding fee pairs you with a Client Success Manager who maps what to hand off first. See the full process.

  2. Get matched in about a week

    We match you with a vetted, 100% US-based Specialist in your time zone. If the fit is not right, the Nacho Guarantee re-matches you free.

  3. Set a monthly Talent Budget

    Budgets start at $1,000 a month and draw across Executive Assistants from $40/hr, Specialists from $65/hr, and Fractional Executives from $125/hr. Up to $200 of unused budget rolls over each month. For operations-led work, that senior seat is usually a Fractional COO. See pricing in detail.

  4. Three months, then month to month

    The initial term is three months so the working relationship has time to compound, then it rolls month to month. Book a discovery call to size yours.

Talent Budget

What delegating reporting & analytics costs for venture capital firms

Drag the sliders to build a monthly plan that fits your workload.

Executive Assistants
from $40/hour
10 hours $400
Specialists
from $65/hour
20 hours $1,300
Fractional Executives
from $125/hour
0 hours $0
Your monthly budget
$1,700

Starting at $1,000/month. One-time $300 onboarding fee includes your Delegation Strategy Plan.

Good questions

Frequently asked questions

Can a Nacho EA work inside our existing tools like Visible.vc or Carta?
Yes, we match you with an EA who has relevant platform experience and can operate inside your current stack rather than asking you to change it. If your reporting lives across Carta, a Google Sheets portfolio tracker, and a Notion LP portal, the EA learns your setup during onboarding and works within it from day one.
How do you handle confidentiality given the sensitivity of fund and portfolio data?
All Nacho talent sign NDAs as part of the engagement, and your Client Success Manager can work with you on any additional data handling requirements during onboarding. We recommend granting role-based access with view or edit permissions scoped to what the EA actually needs, rather than full admin access, most firms find this sufficient and it's standard practice.
Is this work better suited for an Executive Assistant or a Specialist?
For straightforward data collection, formatting, and LP report assembly, an Executive Assistant starting at $40/hour typically handles the work well. If you need someone to build or significantly restructure dashboards, write analytical commentary, or work with more complex financial models, a Specialist starting at $65/hour is the better fit, your Client Success Manager will help you identify the right level during the Delegation Strategy Plan call.

Ready when you are

Get your portfolio reporting off your plate

Nacho's onboarding includes a Delegation Strategy Plan built around your fund's specific reporting cycle, so your EA is ready to contribute before the next quarterly deadline. Monthly talent budgets start at $1,000 with a one-time $300 onboarding fee.

Not sure yet? See how it works, compare the Executive Assistant, Specialist, and Fractional Executive roles, or read why we stayed 100% US-based.