Case Study: SOSV achieves scalable LP reporting and investor transparency with Allvue Systems

SOSV - Customer Case Study

SOSV is a multi-stage venture capital firm that runs six accelerator programs and manages 750+ portfolio companies with over $525 million in assets under management, investing in 150+ new startups per year. As institutional interest grew during the raise for SOSV Fund III, SOSV found its Excel-based fund accounting and LP reporting processes could not meet the sophistication required by LPs, so the firm evaluated third-party providers and selected Allvue Systems for its VC-specific experience and tools, notably Allvue’s CRM and Investor Portal solutions.

Allvue Systems implemented its CRM and Investor Portal to capture complex transaction terms (equity, convertible notes, ACEs, anti-dilution, liquidation preferences, warrants) and to support SOSV’s multi-program accelerator structure. The deployment gave SOSV scalable, professional LP reporting and greater transparency—enabling the firm to meet institutional LP expectations while supporting reporting across 750+ portfolio companies, $525M AUM and 150+ new investments per year.

SOSV

Brian Murphy

Financial Controller