What is Tactyc?

Tactyc is a portfolio modeling, portfolio management and reporting platform for venture funds.
Tactyc is more than just a portfolio construction model. It's your fund model, portfolio management and reporting solution - all in one.
Unlike traditional portfolio management platforms that only focus on historical performance, Tactyc also runs a forecast model for your fund. The platform can report on your actual fund performance, but also helps you plan future capital allocation, reserve strategy and scenario-planning for individual deals - all while giving you constant actionable insights on improving fund performance.
The analysis that Tactyc makes possible are often too difficult and resource intensive to be done manually with spreadsheets. We've built Tactyc based on actual best practices of hundreds of real-world fund managers - so every GP can be empowered with these data-driven techniques.

Tactyc enables the following:

  1. 1.
    Portfolio Construction:
    • Create a portfolio construction model and share with LPs
  2. 2.
    Portfolio Management:
    • Update construction model with actual investments and understand how actual performance deviates from plan (and what to do about it)
    • Model individual deals, strategize reserves and exit scenarios for each investment
    • Track and manage company KPIs
  3. 3.
    • Enrich internal reviews with data-driven insights on reserve deployment and with over 80 different performance metrics at the fund-level and deal-level.
    • Enrich external reporting with pre-built reports for LPs
Funds modelled on our platform can be shared with others (including LPs) with a variety of publishing, exporting and reporting options.

Getting the most out of Tactyc.

  • Tactyc is a "forward-looking" model that requires you to think about future scenarios for each deal and for your fund and build them in Tactyc - so your investment and capital allocation process can be more data-driven.
  • If you are a seasoned data-driven manager that employs such quantitative analysis already in your fund's workflow - Tactyc will not only improve and automate these processes, but also save you countless hours and resources in putting these techniques to work.
  • If you an emerging fund manager with limited resources, Tactyc will enable you to benefit from the same quantitative workflows as established funds with large teams - but without the cost structure of having to hire a large team of analysts / associates.
  • To maximize the full potential of Tactyc requires your investment team to adopt Tactyc as part of daily or weekly fund operations. Tactyc's calculated metrics will only be as accurate as the underlying data that powers them.

What Tactyc is not

  • Tactyc is not a back-office or fund administration platform. We are a front-office platform for GPs and investment teams to help you optimize your fund performance through better capital allocation, reserve planning and quantitative analysis AND enriching your reporting. Your capital calls, K-1s and other LP reporting is still expected to come from your administration platform - although many GPs love to enrich their LPAC reports with certain reports and charts directly from Tactyc too.
  • Tactyc is not a CRM or pipeline management platform. Many of our clients setup integrations with their CRM system to automatically add deals into Tactyc once a deal reaches a certain threshold.
Last modified 18d ago