AI-powered investment tool for smarter workflows, automated insights, and less manual work

Rundit is a portfolio management and reporting platform built for investment teams who want to streamline workflows, centralize portfolio data, and automate the reporting process. The tool fits naturally into investors’ daily operations and replaces manual work done in spreadsheets and documents.

With Rundit, investors can collect consistent updates from portfolio companies, collaborate with founders directly in the platform, and benefit from automated reminders and standardized reporting flows. The platform also enables investors to create customizable LP reports in multiple formats and share them effortlessly.

Key benefits and product highlights:

• Streamline portfolio management and investment data with visualized dashboards.
• Collect portfolio data with email extractor tool
• Generate LP report in web-based presentation, PDF, or Excel
• Investor reporting for company founders

Seamless integrations with Excel and Google Sheets

Rundit also integrates directly with Excel and Google Sheets, making it easy for investment teams to work with portfolio data in the tools they already use every day. With the Rundit Excel Add‑in, users can pull live portfolio metrics and company updates straight into their spreadsheets, refresh data with one click, and build custom analyses without manual exporting.

This ensures full flexibility for teams who rely on spreadsheet‑based workflows while keeping all data synchronized and up to date in Rundit.

Get to know know the full product offers and integration on Rundit’s website.

Rundit is developed by Rundit Team, a Greenstep’s subsidiary.