Private Equity

Private equity firms can gather high-quality portfolio data, make comparisons and see industry trends.

Hockeystick was designed for the private equity community. Its functionality creates a powerful system for accurately tracking, comparing and predicting portfolio company performance.


Private equity firms are dependent on manual, resource-intensive processes to fulfill their reporting obligations. General partners are spending too much time chasing portfolio companies for data, and trying to keep up with limited partner reporting demands — all while using an outdated stack of tools to accomplish this.

This results in a lack of standardized portfolio data, which limits a fund’s ability to compare and analyze investments over the long-term.


Access to better data is the foundation of modern fund’s operations. Hockeystick’s fully-integrated solution enables firms to take control of their portfolio’s lifecycle.


  • Pipeline management
  • Automated financial statement collection (Excel)
  • Automated aggregate financial reporting
  • Portfolio dashboard and analytics
  • Automated email communications
  • Custom Excel reports
  • API
  • Premium onboarding services
  • Historical data import services
  • Custom CRM and integration services
  • Free accounts for all portfolio companies
  • Prospect

    Track, share and evaluate fund prospects with a customizable applicant management system.

  • Gather

    Automatically collect standardized portfolio metrics via reports, data integrations and financial modelling.

  • Analyze

    Analyze collected data through customizable, visual dashboards, CSV and Excel exports.

  • Manage

    Monitor company-level details such as prior funding rounds, current financial and non-financial metrics with a built-in CRM system.

It all starts here.

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Whitepaper pe

We have innovated the process of data management and reporting.

Dive into our whitepaper to learn how Hockeystick has replaced traditional manual processes with next-generation automation.


More than 12,000 private companies and top Canadian funders belong to the Hockeystick network.

Espresso Bdc Round3 Edc Canada 500
More data means more possibilities. In just a few clicks, Hockeystick allows us to produce dynamic reports that keep our investors, and ourselves, updated. Now we can focus more energy on doing deals and adding value to our companies.
— Nicole LeBlanc
Associate Director of Strategic Initiatives and Partnerships BDC Capital