$6.99
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Finance dashboard template
Tranche Venture Capital Dashboard Template
Tranche is a single-file HTML dashboard that runs a venture fund's quarter: deployment pacing, portfolio marks, deal flow, LP accounts, and follow-on reserves.
Tranche is a fund operations dashboard template for a venture capital firm. It is one self-contained HTML file with five views, Fund I, Portfolio, Deal Flow, Limited Partners, and Reserves, each rendering realistic data for a fictional $120M fund, vintage 2022. Open the file and every chart, table, and interaction runs locally with no build step or dependencies.
Tranche's Fund I view opens with four KPI cards: Deployed $74.2M at 61.8% of commitments against a 60% pace model, TVPI 1.61x against a 1.45x top-quartile mark, DPI 0.22x, and Net IRR 19.4% against a 15% hurdle. Below the cards, a deployment chart tracks 16 quarters against the committed pace model with a cumulative or by-quarter toggle, and hovering a point fills a quarter detail panel. A value bridge walks $74.2M of invested cost through $46.3M of markups, $7.1M of markdowns, and $6.2M realized to a $119.6M total. The Portfolio view lists 13 companies with invested, mark, multiple, and ownership columns, filters for marked up, held at cost, and marked down, and a company card showing round history and reserve position. Deal Flow shows a funnel from 214 sourced to 2 term sheets with conversion between 6 stages, plus source mix and pass reasons. The LP view tracks 22 limited partners and a capital call 7 readiness panel for a $9.6M call. Reserves reconciles a $28.4M pool against per-company allocations and the follow-on model.
What is inside Tranche
- Four fund KPI cards: Deployed $74.2M at 61.8% of commitments, TVPI 1.61x, DPI 0.22x, Net IRR 19.4% vs a 15% hurdle
- Capital deployment line chart across 16 quarters with a pace-model overlay and a cumulative/by-quarter toggle
- Value bridge walking $74.2M invested cost through markups, markdowns, and realized gains to $119.6M total value
- Portfolio table of 13 companies with invested, mark, multiple, and ownership columns plus marked up, held at cost, and marked down filters
- Deal flow funnel with 6 stages from 214 sourced to 2 term sheets, with conversion rates between stages
- Source mix and pass-reasons panels for the quarter
- LP register for 22 limited partners with commitment, called, and wire status, plus a capital call readiness panel with an Issue notices action
- Reserve allocation list sortable by need or by multiple, with a $28.4M pool summary and recycling headroom against a $12.0M cap
- Concentration panel showing the top 5 positions as a share of NAV against a 60% policy ceiling
Specifications
| Format | Single self-contained HTML file; zero dependencies, no build step |
|---|---|
| Theme | Bone Brass |
| Mood | Light |
| Category | Finance |
| Price | $6.99, one-time |
Who Tranche is for
Tranche serves fund managers and partners, who watch TVPI, DPI, and net IRR against the hurdle and the vintage benchmark before writing the quarterly LP letter.
Fund CFOs use the Limited Partners view to track called versus unfunded commitments and to stage capital call 7 with its 10-business-day notice period.
Associates live in the Deal Flow view, moving deals from sourced to term sheet and reading what the fund passed on and why.
Operating partners check Reserves before follow-ons, confirming the 1.0x-on-winners policy and recycling headroom under the $12.0M LPA cap.
When to reach for it
Tranche fits a fund whose numbers live in a spreadsheet that gets rebuilt before every quarterly LP report. The template replaces that rebuild with a fixed layout: marks go into labeled arrays, and the bridge, multiples, and concentration math render the same way every quarter.
It fits investment committee week. The funnel and the active diligence table give the partnership one page for pipeline review instead of a slide deck, and the deal memo panel holds the state of each live deal, from sections drafted to IC vote dates.
Small funds without an engineer pick it because there is nothing to install: one HTML file with inline SVG charts that an analyst edits and emails to anyone.
Frequently asked questions
Is the fund data real or sample data?
The fund data is sample data: the file ships with a fictional $120M fund, Northlight Ventures, and 13 fictional companies. Every figure lives in labeled JavaScript arrays at the bottom of the file, so replacing them is an editing job, not a coding job.
Can I change the metrics, like swapping IRR for RVPI?
Yes, you can change the metrics, because each KPI card is a small HTML block with a label, value, and caption, so renaming a metric or adding RVPI takes minutes. Charts read from plain arrays, and the inline SVG needs no chart library to adjust.
Does it work without internet access?
Yes, Tranche works almost entirely without internet access: all logic and charts run locally. The only external request is Google Fonts; offline the page falls back to system fonts and everything still works. No data leaves the browser.
What does the Reserves view actually model?
The Reserves view models follow-on planning: a sortable list shows reserves per company against current multiples, a summary reconciles the $28.4M pool, and two panels list decisions due in the next 2 quarters and recycling headroom under the LPA cap.
