Investors

Managing your portfolio just got a lot easier

Surfboard gives you access to up-to-date information and powerful tools that help you stay on top of your companies’ progress, so you can spend less time on tedious tasks and more time investing.

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.

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.

Try Demo

By scaling your time,
you can spend more time doing what you do best:
making great investments.

Pricing

Every Surfboard membership gives you access to our entire suite of tools. Plus, each plan includes unlimited members, so you can invite who you need, when you need, without paying more.

Contact us

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.

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.

Try Demo

Scale your time. Maximize your returns.

Get started

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