Maximize your return on investment
Stay up to date
Powerful tracking and reporting tools give you better oversight of your portfolio companies, so you can access important info in real time and never miss an update again.
Optimize your time
Manage all of your portfolio companies in a single environment that eliminates time-consuming admin work and helps you prioritize where to spend time and energy.
Put governance on autopilot
Automated governance workflows create a single source of truth for all company records, making it easy to securely manage data across all of your companies.
Build trust with LPs
Showcase your track record of portfolio management by monitoring companies at scale, identifying growth opportunities, and creating returns that exceed your LPs’ expectations.
The all-in-one solution to portfolio management
Surfboard is designed to save you time and effort. Automated workflows, transparent information, and frictionless communication enable you to more effectively guide your companies to success.
Dashboard
A simple, consistent dashboard provides a summary of important information for each company in your portfolio.
Meetings
Easily access meeting materials and minutes to take the work out of pre-meeting prep and post-meeting follow up.
Approvals
Complete and save important board consents and meeting minutes through a single, convenient workflow.
Updates
Stay up to date with each company's progress through streamlined, asynchronous updates.
Asks
Lend your strategic expertise to help your companies gain faster access to funding, talent, and customers.
Messages
No more digging through email threads. Keep all of your communications in a single easy-to-find place.
