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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.

Is OpsCheck A Good Fit For Your Firm?

linkedintwitterYou may be asking yourself, is OpsCheck a good fit for our firm? That question is crucial because there are a few scenarios where OpsCheck is not the right option. There are pros and cons associated with any service, of course. But OpsCheck is not a...

OpsCheck Testimonial: Travis Breznak 

linkedintwitterProfessionals in financial operations, especially in accounting, live by checklists. That means they use Excel. But Excel checklists tend to become messy. As accountants know, they must be rolled forward constantly. In fact, accounting and financial...

OpsCheck Testimonial: Jason Etherington

linkedintwitter In 2019, hedge fund asset manager East Lodge Capital wasn’t using any software as an operational management tool. Then the pandemic happened. Now leaders at the London-based firm overseeing more than $ 1 billion use OpsCheck “religiously,” said Chief...

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!