For Funds

Independent portfolio valuation support for venture and growth equity funds. Defend your marks to LPs, auditors, and boards.

Schedule DiscussionSee Portfolio Mark Support

Challenges

Sound familiar?

LP Questions

LPs want to understand your marks, not just accept them.

Auditor Scrutiny

Auditors are asking more questions about valuation methodology.

Internal Consistency

Hard to maintain consistent methodology across portfolio.

Time Constraints

Quarter-end crunch leaves little time for thorough analysis.

Solutions

How Lodestar helps

Portfolio Mark Support

Quarterly independent valuation support for your portfolio companies.

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Liquidity Memo

Point-in-time valuation for specific transactions or events.

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LP Confidence Layer

Continuous transparency layer for LP reporting (coming 2027).

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Benefits

What you get

  • Independent third-party support for your marks
  • Consistent methodology across portfolio
  • Audit-ready documentation
  • LP-facing summaries and materials
  • Quarter-over-quarter tracking
  • Published methodology for transparency

Process

How we work with funds

01

Onboarding

Share portfolio company list and historical marks

02

Baseline

We establish methodology-consistent baselines

03

Quarterly

Ongoing support aligned with your reporting cycle

04

Support

LP and auditor materials as needed

Ready to discuss?

Schedule a call to discuss your portfolio valuation needs.

Schedule DiscussionView Pricing