Valuation & Portfolio Review
Defend every mark
with the evidence behind it.
Connect valuation support to rights, economics, and source documents.
PostSig IRI ties ownership, preferences, financing history, and source evidence to the portfolio record behind each valuation review.
Valuation evidence layer
MARK REVIEW
Position inputs
Cost basis
Ownership
FMV support
Recent round
Mark → Terms → Evidence
Current mark
Prefs + seniority
Rights context
Source support
Source-backed mark
Connect the mark to the record
Tie valuation support to ownership, cost basis, financing history, and source documents.
See the economics behind the position
Surface liquidation preferences, participation rights, seniority, and conversion context.
Track changes across rounds
Understand how new financings, amendments, and side letters changed the current view.
Support review with evidence
Give finance and investment teams a shared record before valuation questions escalate.
Valuation evidence layer
Cost basis
Ownership
FMV support
Recent round
THE PROBLEM
The numbers are only part of the valuation story.
Valuation support is not just the mark. It is the evidence behind the mark: cost basis, ownership, financing history, valuation terms, preferences, board materials, company updates, and source documents.
Valuation review often starts in a spreadsheet. But support behind a portfolio mark may live somewhere else: cost basis in fund records, ownership in cap table exports, liquidation preferences in financing documents, side letters in PDFs, board materials in data rooms, and later rounds in new documents.
When those signals are disconnected, finance and investment teams lose time rebuilding context before they can review, explain, or defend the mark.
Valuation support is stronger when the mark is connected to the rights and economics behind the position.
THE RECORD KEEPS MOVING
Every financing event can change the valuation context.
A current mark may depend on cost basis, ownership, preferences, seniority, recent rounds, company updates, and side letters. Static trackers separate the number from the evidence that explains it.
01
Cost Basis
02
New Financing
03
Preference Change
04
Board Materials
05
Current Mark + Evidence
Static records tell you what was signed. IRI needs the current truth: what governs now, and why.
LINEAGEAI™
LineageAI™ connects the document history to the current answer.
It does not just summarize one document. It understands how agreements, side letters, amendments, and later events relate over time, so teams can see what governs now.
Cross-document intelligence
Connects agreements, side letters, amendments, restatements, and related records.
Temporal change tracking
Understands how rights, economics, approvals, and evidence changed over time.
Source-backed answers
Keeps every current answer tied to the documents and lineage behind it.
APPLIED INSIDE IRI
Inside IRI, LineageAI™ becomes an audit workflow: current answer, source evidence, review path, and evidence pack.
CURRENT STACK → IRI
IRI unlocks the intelligence locked inside your documents.
Document Intelligence identifies what each agreement says. Cross-document intelligence shows how agreements relate over time. LineageAI™ keeps the answer current as new documents arrive.
YOUR CURRENT STACK
CLM
Captures negotiated intent and manages the path to signature.
WHAT IRI UNLOCKS
Post-signature intelligence
Turns signed agreements into living investor-rights intelligence teams can act on as the portfolio changes.
YOUR CURRENT STACK
File storage / repositories
Holds agreements, side letters, amendments, and supporting files.
WHAT IRI UNLOCKS
Document Intelligence
Extracts the rights, obligations, economics, and evidence locked inside each document.
YOUR CURRENT STACK
Amendments and new rounds
Change the answer across documents, time, and jurisdictions.
WHAT IRI UNLOCKS
Cross-document lineage
Connects related records to understand how terms relate, what changed, and what supersedes what.
YOUR CURRENT STACK
Spreadsheets and portfolio systems
Track numbers, notes, status, ownership, and company context.
WHAT IRI UNLOCKS
Current governing view
Connects operational data to document context so teams see what is current and what governs now.
Economics
Ownership, preferences, cost basis, and value context stay connected to evidence.
Control
Consent rights, approvals, thresholds, and restrictions stay visible before decisions move.
Defensibility
Every answer can be traced back to source documents and review history.
Timing
Teams answer faster when audits, LP requests, diligence, or exits compress timelines.
VALUATION QUESTIONS IRI ANSWERS
The valuation questions your team asks are the questions IRI was built to answer.
Each row starts with a real question and shows how IRI connects the current answer to source evidence. The goal is not faster search. It is a defensible current record.
Valuation Question
IRI Answer
Source Evidence
What do we own?
Connects ownership and capitalization context to the portfolio company record.
Cap table extracts, investment agreements, closing documents, ownership records.
What did we invest?
Surfaces cost basis and investment history.
Fund records, purchase agreements, financing documents, closing records.
What changed after the last round?
Connects new financings, amendments, and updated rights to the current position.
Follow-on documents, restatements, amendments, updated capitalization records.
What supports the current mark?
Links valuation support to ownership, economics, and source evidence.
FMV support, board materials, company updates, valuation memos, financing history.
Which terms affect downside or exit outcomes?
Surfaces economic rights and terms that shape portfolio value under different outcomes.
Liquidation preference terms, participation rights, seniority, conversion terms, side letters.
BEFORE / AFTER IRI
From valuation notes to evidence-backed marks.
Before IRI
Marks drift from the documents that explain them
Preferences and economics are checked late
Recent rounds and side letters require manual context
Review cycles depend on scattered support
With PostSig IRI
Valuation support connects to rights and economics
Ownership, preferences, and round history stay visible
Source evidence sits behind the mark
Teams can defend the number with more confidence
ROLE-BASED VALUE
Built for the teams responsible for portfolio marks.
Fund CFOs and finance teams
Need faster valuation prep, cleaner evidence, and more confidence before audit or committee review.
Investment teams
Need less time reconstructing deal history and more clarity on rights and economics.
Legal and fund counsel
Need faster review of terms behind valuation questions.
Fund operations
Need fewer disconnected files and less manual follow-up.
Firm leadership
Needs better visibility into the record behind each position.
FAQ
Valuation & Portfolio Review FAQ
Why does valuation review need more than a cap table?
A cap table can show ownership mechanics, but support may also depend on cost basis, financing history, liquidation preferences, side letters, board materials, company updates, and source documents.
How does IRI support fair value review?
IRI connects FMV support to ownership, cost basis, valuation terms, financing history, and source documents.
Does IRI replace valuation models?
No. IRI supports valuation models by connecting the documents, terms, rights, and evidence that inform review.
Does IRI replace cap table software?
No. IRI complements cap table tools by adding document-driven rights, preferences, financing history, and source evidence.
What role does LineageAI™ play?
LineageAI™ connects documents and changes across time, helping teams understand how financing rounds, amendments, and side letters affect the current position.
What valuation evidence can IRI help organize?
IRI helps connect cost basis, ownership, FMV support, liquidation preferences, financing documents, side letters, board materials, and company updates.
IRI PLATFORM
The operating intelligence layer for investor rights.
The same IRI foundation supports audit readiness, valuation review, LP reporting, approvals, rights tracking, diligence, and exit preparation.
IRI PLATFORM VIEW
A current operating view across rights, economics, workflow, and evidence.
Deal Workflow
Move audits, approvals, diligence, exits, and portfolio follow-up from question to reviewable action.
Portfolio Intelligence
See firm-wide exposure, fund-level rights, and portfolio company context without rebuilding history.
Cap Tables & Economics
Connect ownership, cost basis, FMV, liquidation preferences, seniority, and round history.
Cross-Document Intelligence
LineageAI™ connects related documents to show what is in force now.
LP Reporting
Connect information rights, fund/entity context, and source evidence behind reporting requests.
Rights Intelligence
Surface information rights, consent rights, approval thresholds, protective provisions, and governance constraints.
READY WHEN IT MATTERS
Give every mark the evidence behind it.
See how IRI connects valuation context to rights, economics, financing history, and source documents.
Connect the mark to the record behind it.
OS for
Venture.
Operating intelligence for venture scale.
