Getting Started
What is PostMoney?
PostMoney is a portfolio management tool built for boutique fund managers and family offices. You upload your portfolio companies' quarterly updates — in any format — and we extract the KPIs, track trends, and generate your portfolio reports automatically.
How long does setup take?
Most managers are up and running in under 10 minutes. Connect your account, add your portfolio companies, and upload your first update to see it in action.
Do I need technical skills to use PostMoney?
No. If you can upload a PDF, you can use PostMoney. There's no configuration required, no spreadsheet to maintain, and no template to fill out.
Document Processing
What file formats do you support?
PDF, Word (.docx), Excel (.xlsx), and email (.eml). If your portfolio companies send updates in another format, contact us and we'll work on adding support.
How accurate is the AI extraction?
Very accurate for standard KPIs like ARR, revenue, runway, and headcount. The AI is trained specifically on venture-style portfolio updates. You always review and approve extracted data before it's saved — so you stay in control of what goes into your records.
Can I process multiple companies at once?
Yes. You can upload individual company updates one at a time, or drop in a bundled portfolio report and we'll split and process each company separately.
What if the AI misses a metric?
You can manually add or edit any metric after extraction. The AI does the heavy lifting — you review and correct anything it missed.
Reports
What does the portfolio report look like?
A clean, professional quarterly update with your portfolio overview, company-by-company KPI tables, quarter-over-quarter trend summaries, and any narrative context you want to add. You can review and edit before sending.
Can I customize the report?
Yes — you can add commentary, adjust the layout, and include or exclude specific companies or metrics.
Do my investors need a PostMoney account?
No. Reports are exported as a PDF or sent directly. Your investors don't need to sign up for anything.
Pricing & Plans
How does pricing work?
PostMoney starts at $99/mo for funds with up to 15 portfolio companies. Plans scale with your portfolio size. All features are included at every tier — no locked features or add-ons.
Is there a free trial?
Yes. You can get started free and explore the product before committing to a paid plan. No credit card required.
Can I change plans?
Yes. Upgrade or downgrade anytime. Your data stays with you regardless of which plan you're on.
What happens if I exceed my company limit?
We'll let you know and give you the option to upgrade. We won't cut off your access mid-quarter.
Integrations
Does PostMoney integrate with Notion?
Yes. PostMoney can sync extracted KPIs directly to your Notion workspace. The integration is currently in beta — you can enable it from your settings.
What other integrations are available?
Notion sync is live (beta). We're working on integrations with Airtable, Google Sheets, and email providers. Join early access to help shape the roadmap.