Linnovate provides independent, structured portfolio monitoring services that give fund managers clear visibility into portfolio performance across investments and asset classes. We support managers with accurate data, consistent reporting, and ongoing oversight—enabling informed decision-making and stronger governance.
Our team tracks investment activity, valuations, and key performance metrics at the portfolio and asset level, consolidating information into standardized, investor-ready reports. Through our technology-enabled platform, managers gain timely insights into portfolio health while maintaining data integrity and audit readiness.
By centralizing portfolio data and monitoring processes, Linnovate helps managers reduce complexity, improve transparency, and maintain confidence in portfolio reporting-throughout the life of the fund.
For direct investments, Linnovate Partners performs the collection and onboarding of portfolio companies’ financial data, including non-currency KPIs such as ESG metrics.
For fund of funds, Linnovate Partners assists in the collection and processing of submitted reports from investment fund GPs and prepares comprehensive analytics and reports.
Customized portfolio monitoring services for investees with different jurisdictions, industries or investment foci are provided. The flexible digital infrastructure allows Linnovate Partners to help you via a tailored monitoring approach.
Our team of high-caliber professionals possesses a diverse range of talents, with solid experience in various areas of alternative asset servicing, including fund administration, financial technology, and corporate services.
Associate Director
