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chasing portfolio companies for data, and trying to keep up with limited partner reporting demands — all while using an outdated stack of tools to accomplish this.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.


Features dealflow

Deal Flow Management

  • Create intake applications and workflow steps for new investments
  • Funnel deals to a single team member or a group for screening
  • Trigger email notifications when a workflow step is complete
  • Export data to CSV, Excel or synchronize with Salesforce
Features portfolio

Portfolio Reporting

  • Automatically collect financial statements and KPIs through reports
  • Take advantage of flexible scheduling, due dates and notifications
  • Ensure high reporting rates by automating company reminder emails
  • Use built-in report templates or design your own
Features dataviz

Data Visualizations

  • Create powerful, intuitive dashboards that
    visualize any collected metric
  • Customize and export reported data to an
    Excel or CSV
Features processing

Financial Data Importer

  • Automatically collect company financial statements: income statement, balance sheet or trial balance
  • Connect to any accounting software that can export to Excel or CSV
  • Map unique accounts from a company to your fund
  • Reconcile different fiscal year ends and report periods
  • Create aggregated fund reports: balance sheet, income statement, cash flow or custom ratios and metrics
Features crm

Portfolio CRM

  • Store company details, completed reports, deal documents and contracts
  • Integrate data from existing CRM systems with our API
  • Add custom fields and customize your CRM based on your unique requirements

Start putting knowledge into action and get more from your data.

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Using Hockeystick doesn’t just result in faster, more efficient information flows, it results in better data all round.

Implementing an automated approach to data has an immediate ROI: it reduces the time and cost of getting data, while increasing its accuracy.

  • Increase reporting rates by 75%
  • Decrease time spent collecting data by 60%
  • Prospect

    Track, share and evaluate fund prospects with a customizable deal flow 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 portfolio CRM system.

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Whitepaper importer

We have automated the process of financial data importing.

Read our whitepaper to learn how Hockeystick's latest software update automates how private equity and venture capital firms collect and analyze financial data.

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.

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

It all starts here.

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