Portfolio Controlling & Reporting

The strengths and risks of your portfolio at a glance

In order to consistently maintain a high level of transparency regarding the financial development of portfolio companies as well as the effects of individual decisions, we support the development of dependable controlling and reporting processes. This saves valuable management resources and at the same time ensures the clarity of information needed by all stakeholders.

Regular reporting creates clarity for the management and the shareholders and thus ensures long-term confidence in the fund’s performance.

Together with our portfolio companies, we implement, maintain and sharpen controlling and reporting tools. Through individual coordination regarding the appropriate data infrastructure, relevant information and reporting frequency, we create optimal solutions for smooth integration into existing workflows.

50+ organizations trust Trustventure
Genki How.fm Kavall PyroCCS Reos Rytle
icon_arrows Analyses and evaluations of plan/actual deviations and, if necessary, recommendations for action
icon-question Comprehensive information about financial and operational metrics of portfolio companies
icon_msg Monthly/Quarterly uniform and standardized portfolio reporting

What you get

Process steps

  • 1

    Preparation of capital raising process

    Within the scope of a short due diligence and investment readiness assessment, we uncover essential needs for action before initiating the capital raising process and work out possible solutions together with the management. In addition, we draw up the process plan for the upcoming capital raising process.

  • 2

    Creation of the equity story and strategic investor outreach

    As part of the preparation of the equity story, we work together with the management to develop an integrated financial plan and define relevant cost factors and revenue drivers. In addition, we develop the equity story tailored to the target group in order to address potential financiers and investors.

  • 3

    Preparation of capital raising process

    We guide the investor outreach, maintain the data room and manage the due diligence as well as the Q&A process. In questions of term sheet design and cap table modeling, we accompany the management team and act as a trusted advisor.

Hear from our clients

“

Working with Trustventure gives me peace of mind because I know that all finance related matters are being taken care of in the most professional way without our founding team having to lose focus on organizational growth.

Farhoud Cheraghi Co-Founder how.fm
“

With Trustventure, we have a professional partner at our side with whom we were able to set up our financial processes in a strategic and structured manner, especially during the growth phase.

Kjell Ole Beckmann Managing Director REOS
“

The tools that Trustventure has developed for tenac.io are super structured and allow us to plan solidly for the future. The team quickly and reliably develop solutions that meet the requirements and implements all of our ideas.

Dr. Georg van Husen Co-Founder tenac.io

Join us in supporting the industry leaders of tomorrow

We are always on the lookout for top-tier talent to join us and further drive the growth of our clients and Trustventure.

We preach flat hierarchies, an ongoing, steep learning curve as well as taking on responsibility starting in the early days.

Career

Our latest insights

M&A European Roll-Up Market Report – February 2026 February 2026 presented a 44% year-over-year increase in the number of PE-backed acquisitions. In addition to Software, private equity investors are also targeting Consulting, Manufacturing and Health Care. Learn all about it in our report and case study, including Ryan’s acquisition of WYM Real Estate. March 12, 2026
VC Landscape European Venture Capital Landscape – February 2026 With 339 investments and $4.4 billion raised across Europe, February saw a 6% increase in volume and 13% rise in deal count month over month. The largest round of the month was a $1.2 billion Series D by the London-based company Wayve, which develops autonomous driving technology using end-to-end deep learning models that enable vehicles to navigate urban environments. March 5, 2026
M&A European Roll-Up Market Report – January 2026 January 2026 presented a 8% year-over-year increase in the number of PE-backed acquisitions. In addition to Food and Beverage, private equity investors are also targeting InsurTech and Consulting. Learn all about it in our report and case study, including ClearScore’s acquisition of Acre. February 17, 2026
VC Landscape European Venture Capital Landscape – January 2026 With 299 investments and $4.2 billion raised across Europe, January saw a 7% decrease in volume and 1% reduction in deal count month over month. The largest round of the month was a $414 million Venture Round by the Montabaur-based company Klöckner Pentaplast, which is a manufacturer of plastic films and packaging for food, pharmaceutical, health, and durable products. February 5, 2026
VC Landscape 2025 Recap: European Venture Capital & Private Equity Landscape 2025 presented an 9% increase in invested Venture Capital volume and the Crypto Startup Binance raised the largest round of the year. Learn all about it in our in-depth analysis. January 21, 2026
VC Landscape Germany Venture Capital Landscape – Q4 2025 Between an decrease of 66% in invested VC volume and a €343mn funding round in the Health Care space, Germany is closing its venture capital landscape Q4 2025. Learn all about it in our latest analysis. January 12, 2026
M&A European Roll-Up Market Report – December 2025 December 2025 presented a 0% year-over-year development in the number of PE-backed acquisitions. In addition to Software, private equity investors are also targeting FinTech and Marketing. Learn all about it in our report and case study, including Create Music Group’s acquisition of Cr2 Records. January 9, 2026
VC Landscape European Venture Capital Landscape – December 2025 With 302 investments and $4.5 billion raised across Europe, December saw a 13% increase in volume and 7% reduction in deal count month over month. The largest round of the month was a $1.0 billion Venture Round by the London-based company Kraken, which is a global customer and culture platform for energy, water, and broadband. January 7, 2026
M&A European Roll-Up Market Report – November 2025 November 2025 presented a 29% year-over-year decrease in the number of PE-backed acquisitions. In addition to Software, private equity investors are also targeting FinTech and Marketing. Learn all about it in our report and case study, including Octopus Energy’s acquisition of Kuppa. December 9, 2025
VC Landscape European Venture Capital Landscape – November 2025 November 2025 saw a decline in VC activity, with 324 investments and $4.0 billion raised across Europe, representing a 25% decrease in volume and 18% reduction in deal count month over month. The largest round of the month was a $495 million Venture Round by Amsterdam-based tech company Picnic, which develops a mass-market home delivery system for fast moving consumer goods. December 5, 2025
All insights
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