Freedom251
For vendors
AdvertiseTop spots, featured rows, home sponsor Get listedAdd a product we don't cover yet Claim a listingFree: verify the domain, then correct your page Vendor dashboardNumbers, orders and placements
Vendor dashboard
No. 2 of 30 ·Fund Administration Software

Hemrock

Web · Self-hosted · API · paid plans from $250/mo

Visit site Alternatives

Freedom report

Two barsScore 6.3

  • Free tierA free tier is on its own pricing page
  • Open codeNo open-source code on record
  • Runs widely1 of 6 device platforms
  • DocumentedPlans, terms and facts published

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 PDFs, Excel files, PowerPoint files, or plain text; AI extracts metrics and marks 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. It supports user-provided keys for Anthropic, OpenAI, Google Gemini, and OpenRouter, as well as local models through Ollama. Hemrock says Portfolio is designed to run on a customer's own infrastructure, database, and AI keys, and that portfolio data is not shared with other funds or used to train models. Its Apache License 2.0 allows personal or commercial deployment. Optional Fund Operations adds double-entry fund accounting, period closing, and a compliance calendar. A one-way Affinity integration imports deal and relationship data. Self-hosted use is free; hosted service starts at $250.00 USD per month.

Who it is for

Hemrock describes Portfolio for SPVs, solo GPs and emerging managers, angels and syndicates, and micro and seed funds. It suits funds wanting to run the platform on their own infrastructure or use a hosted option.

What is good

  • Extracts metrics from common update file formats.
  • Charts MRR, burn, headcount, and custom KPIs.
  • Supports hosted AI providers and local models through Ollama.
  • Apache 2.0 license permits commercial deployment.
  • Self-hosted plan has no per-seat fees.

What to know first

  • Affinity integration imports data one way.
  • Webhooks are listed as coming soon.
  • Hosted service starts at $250.00 USD per month.
  • Setup and support starts at $2,500.00 USD once.

Verdict

Hemrock Portfolio combines update processing and fund reporting with self-hosting and optional fund operations. Teams can use it free on their own infrastructure, while hosted and setup services have listed starting 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
Yes
Share class tracking
Yes
Option management
Yes
Dilution scenarios
Yes
Fundraising modeling
Yes
Export formats
multiple

Best Hemrock alternatives

See all 12
One bar Keel Free tier No. 1£265/mo6.4 One bar Juniper Square Paid plans No. 3—5.6 One bar Dynamo CRM & Deal Management Paid plans No. 4—5.5 No signal Allvue Investment Management Paid plans No. 5—5.4 One bar aama.io Paid plans No. 6$1,500/mo5.2 No signal Ark Paid plans No. 7—5.2