Book a demo

    See what can do for your business!

      Try for free

      See what can do for your business!

      Simpler VC Portfolio Management, At Last

      Venture capital firms, meet your all-in-one management & oversight tool.

      A single place to manage portfolio companies, streamline deal flow and just make work easier

      Stay on top of LP capital, valuations, management company & fund accounting, investor relations, compliance, and more with ease.


      Innovative operational technology

      We bring proven advances in task, document, project, and workflow management to you in a single software tool.

      Deep operational visibility

      Clear and detailed access to your ecosystem that will meet the needs of any C-level executive, client, or regulator.

      Full operational control

      Easily create and control access, coordinate teams, and manage short and long term objectives.

      An application for Venture Capital Funds

      The cloud-based OpsCheck platform lets you easily manage portfolio companies & deal flow processes and maintain full oversight of operations.
      workflow management system software - Opscheck
      • Track all operations and maintain oversight across the fund
      • Centralized task management workflow and process visibility
      • Keep partners up-to-date with effective collaboration and communications
      • Full transparency fulfills demands of investors and regulators
      • Powerful visual reporting and notifications move deals forward
      • Expand team efficiency and accountability for venture capital firms
      • Synchronize between partners, teams and timezones
      • Integrates easily with CMR, Affinity and other third-party applications
      • Centralized communication hub for the whole firm
      • Stay compliant with SEC, KYC, and BSA regulations
      • Adaptable to any size and type of VC operation

      Built for Venture Capital Funds

      Managing portfolio operations for VC funds (as well as private equity firms) can be challenging. Whether you perform these functions internally or outsource them, the responsibility to accurately perform and effectively manage these jobs remains with the firm. These jobs include deal flow management, capital calls, valuations, management company & fund accounting, investor relations, treasury, compliance and much more. Mitigating operational risk and preventing operational failures are paramount. OpsCheck elevates your level of control and oversight for any or all these functions as well as giving you the ability to track activity across your portfolio companies.

      Digital Trends in Fintech for 2021

      Digital Trends in Fintech for 2021

      There’s no question that the Covid-19 pandemic has permanently altered the way we do business. Regardless of what the future holds, the financial asset management industry has implemented new policies and procedures that will continue. Obviously, an unprecedented event, the pandemic, has forced firms to activate their business continuity plans. Some have made a smooth transition. Others are discovering that their plans need serious re-evaluation and improvements.

      The Challenge of Alternative Investments

      The Challenge of Alternative Investments

      Alternative investments are no longer the sole domain of cocky hedge fund dynamos. Mainstream firms have moved into the potentially lucrative market, lured by the promise of high returns. The downside, of course, are the high-risk issues that can arise that traditional investors are not as familiar or comfortable with.

      How Workflow Increases Asset Management Firm Productivity

      How Workflow Increases Asset Management Firm Productivity

      Asset management firms across the industry are scrambling to maintain business continuity during the current crisis. While disaster recovery plans are critical and required, they cannot anticipate every potential business threat. Even three months ago, no one could have imagined that the US economy would be thrown into the turmoil it is today.

      Frequently asked questions
      Does OpsCheck have different levels of user access?
      Yes, OpsCheck contains “user roles” that can be configured for each individual in the firm. This customization gives users access to what they need to see, and filters out features and data that they do not need.
      Is my firm’s activity in OpsCheck auditable?

      OpsCheck contains a full and exportable audit trail with robust filtering to retrieve and verify the status of any task and track all changes. OpsCheck was built with the integrity of data being paramount.

      Can I access OpsCheck from my mobile devices?
      Yes. OpsCheck has a mobile friendly website on the go.
      Does OpsCheck support two factor authorization and/or SAML login?
      Yes, OpsCheck supports both.
      Does OpsCheck integrate with third party apps?
      Yes. OpsCheck has built an API for Firms to customize app interaction. Please contact us regarding and questions regarding API.
      Will my data be safe?
      OpsCheck is compliant with all major security standards, and has scored exceptionally in security audits.
      See how OpsCheck can upgrade
      your Business Operations
      Get 60 days of OpsCheck free and see how our SaaS-based tool improves your workflow!
      Get 60 days of OpsCheck free!