Hemrock

C tier on Fund Administration SoftwareScore 6.7 · #2 of 30

Android app: Not listed
Free plan: Yes
Paid plans from: $250/mo
Runs on: api, self-hosted, Web

hemrock.com

Summary

Hemrock Portfolio is an open-source platform for venture funds that turns company updates into structured metrics, dashboards, monitoring, and LP reporting. Users can forward updates as PDF, Excel, PowerPoint, or plain text files; AI extracts metrics and flags uncertain results for review. The platform charts MRR, burn, headcount, and custom KPIs over time, and can draft quarterly LP letters and investor report cards. Users can provide AI keys for Anthropic, OpenAI, Google Gemini, or OpenRouter, or use local models through Ollama. The product is designed to run on the customer's own infrastructure, database, and AI keys; Hemrock says data is not shared with other funds or used to train models. Its Apache License 2.0 permits personal or commercial deployment. Optional Fund Operations adds double-entry accounting for funds, SPVs, direct deals, or GP entities, plus period closing and a compliance calendar. A one-way Affinity connection imports deal and relationship data. The self-hosted plan is free; hosted service starts at $250 per month.

Who it is for

Hemrock Portfolio is aimed at SPVs, solo GPs and emerging managers, angels and syndicates, and micro and seed funds. It may suit funds that want to operate the platform on their own infrastructure and use their own AI keys.

What is good

Accepts updates in four document formats
Tracks MRR, burn, headcount, and custom KPIs
Free, open-source Apache 2.0 license
Supports local models through Ollama

What to know first

Affinity integration is one-way
Webhooks are listed as coming soon
Hosted service starts at $250 per month
Self-hosted use requires the customer's infrastructure

Verdict

Hemrock Portfolio combines update processing with fund reporting and optional accounting. Its self-hosted free option and hosted service have different operating requirements and costs.

Hemrock plans and pricing

All plans

Self-hosted Free Free All funds, SPVs, and team · No per-seat fees · Runs on your infrastructure; estimated running costs roughly $0 to $75 a month hemrock.com · 3 Oct 2026

Hosted $250/mo From $250/mo · Cancel anytime Hosting and maintenance · Onboarding included · Ongoing support included · Early access hemrock.com · 3 Oct 2026

Setup and support $2,500 once From $2,500 · One-time Deployment on your infrastructure · Setup, onboarding, and data migration included · Ongoing support available hemrock.com · 3 Oct 2026

Compared on fund administration software

Free plan: Yeshemrock.com
Share class tracking: Yeshemrock.com
Option management: Yeshemrock.com
Dilution scenarios: Yeshemrock.com
Fundraising modeling: Yeshemrock.com
Export formats: multiplehemrock.com

Facts

Product: Portfolio is an open-source platform for venture funds that turns portfolio-company updates into structured metrics, dashboards, monitoring, and LP reporting.hemrock.com · 3 Oct 2026
Update processing: Users can forward founder updates as PDF, Excel, PowerPoint, or plain text; AI extracts metrics and flags uncertain results for review.hemrock.com · 3 Oct 2026
Reporting: The platform charts MRR, burn, headcount, and custom KPIs over time and can draft quarterly LP letters and investor report cards.hemrock.com · 3 Oct 2026
Fund accounting: Its optional Fund Operations product provides a double-entry ledger for funds, SPVs, direct deals, or GP entities, with period closing and a compliance calendar.hemrock.com · 3 Oct 2026
AI providers: The portfolio platform supports user-provided AI keys for Anthropic, OpenAI, Google Gemini, and OpenRouter, as well as local models through Ollama.hemrock.com · 3 Oct 2026
Integrations: A prebuilt, one-way Affinity integration imports deal and relationship data into portfolio and diligence views; webhooks are listed as coming soon.hemrock.com · 3 Oct 2026
API and MCP: A fund API and MCP server expose portfolio data and tools to scripts and AI clients, scoped to the access allowed by the key or user.hemrock.com · 3 Oct 2026
Security and data control: The portfolio product is designed to run on the customer's infrastructure, database, and AI keys; Hemrock says portfolio data is not shared with other funds or used to train models.hemrock.com · 3 Oct 2026
License: Portfolio is free and open source under Apache License 2.0, and the page says it may be modified and deployed for personal or commercial use.hemrock.com · 3 Oct 2026
Intended users: Hemrock describes Portfolio for SPVs, solo GPs and emerging managers, angels and syndicates, and micro and seed funds.hemrock.com · 3 Oct 2026
Support: Hemrock offers email, phone, and WhatsApp support on understanding and using its models, and lists support hours as Monday to Friday, 9 AM to 4 PM EST.hemrock.com · 3 Oct 2026
Company and maker: Hemrock is a DBA of Unstructured Ventures, LLC, and its about page identifies Taylor Davidson as the maker.hemrock.com · 3 Oct 2026