Founded in 2000 and headquartered in Saint Gallen, Switzerland, b2venture is a leading early-stage venture capital firm investing in digital and industrial technology companies across Europe. With over €800M in assets under management, 9 funds, and over 200 investments since their inception, b2venture has built a robust investment platform focused on helping innovative founders scale.
As the firm scaled its operations and investor base, they faced growing complexity in managing and reporting investor and portfolio data across multiple vehicles. In their search for a next-generation solution, b2venture selected Quantium to streamline their operations and deliver a modern digital experience for both internal teams and investors.
THE CHALLENGE
Like many investment firms growing across multiple funds and strategies, b2venture found itself navigating increasing operational pain points.
“Our biggest challenge was ensuring transparency for investors who had committed capital across various funds,” shared Dominik Perisa, Partner & COO at b2venture. “Aggregating performance indicators in a consistent and accessible format was proving difficult. We needed a single source of truth for our LP and portfolio data.”
The b2venture team evaluated multiple software providers during their search. Their objectives were clear:
- Reduce time spent on recurring manual tasks
- Facilitate portfolio monitoring with robust KPI tracking
- Provide a high-value, user-friendly experience for their investors
What stood out early in the process was Quantium’s flexibility and deep understanding of venture capital operations. “We were impressed with Quantium’s excellent support both throughout our evaluation process and after we came on board, even for technical questions,” said Perisa. “Their team’s industry knowledge and the platform’s ability to accommodate complex setups made Quantium the clear choice.”
Ultimately, b2venture selected Quantium for its unique combination of LP portal, fund, and portfolio management features, all seamlessly integrated into a single, unified platform. This all-in-one approach eliminated the need for multiple disconnected systems, enabling the team to streamline operations, reduce redundancies, and ensure data consistency across every aspect of their investment lifecycle. By consolidating these core functions into one cohesive solution, Quantium empowered b2venture to work more efficiently, deliver a better experience to their investors, and scale their operations with confidence.
HOW QUANTIUM HELPED B2VENTURE
1. Reduce time spent on recurring manual tasks
Before adopting Quantium, b2venture managed its fund data using a variety of tools and processes that had evolved organically over time. While effective, this approach required significant coordination and manual effort to ensure consistency across teams. “We had robust systems in place, but aligning data across different formats and teams took time,” Perisa explained. “Quantium has helped us streamline these processes, so we can focus more on insights and decision-making rather than data reconciliation.
Adopting Quantium enabled b2venture to centralize its fund management into a single, structured platform that automatically aggregates and standardizes key performance metrics across funds and investments, making them consistent, updated in real time, and easily accessible. “Now, the data flows into the system once and is instantly usable across multiple views – no more reformatting or reconciling. The standardization has made our reporting more reliable and our analysis more meaningful.”
With Quantium, the team has transformed how they monitor fund performance; from reactive number crunching to proactive insights and strategic decision-making.
2. Facilitate accurate portfolio monitoring with transparent KPI tracking
As b2venture’s portfolio grew, keeping tabs on company performance became increasingly complex. The team was juggling updates from dozens of startups, each sharing metrics in different formats and at varying frequencies. This lack of standardization made it difficult to compare performance across companies, spot early warning signs, or confidently report on progress at the portfolio level.
Quantium brought structure and consistency to this process. With a centralized platform for collecting and tracking key metrics, b2venture can now monitor portfolio performance with far greater accuracy and efficiency. Automated data collection workflows, customizable KPI templates, and intuitive dashboards ensure that investment teams are working from a single, up-to-date dataset. This streamlined approach not only saves time but also enables deeper insights and more proactive portfolio management.
“Having a consistent, real-time view of our portfolio will completely change how we work,” says Perisa. “We will be able to spot trends earlier, support founders more strategically, and answer questions with confidence – without digging through scattered reports.”
3. Provide a high-value, user-friendly experience for investors
Before implementing Quantium, b2venture’s investor relations team relied on well-established internal workflows to manage a high volume of investor requests. Although impactful, these processes often required pulling information from multiple internal sources and manually compiling responses – particularly when requests spanned multiple funds or reporting periods.
“For investors with exposure to several of our funds, creating a comprehensive view of their performance involved a lot of manual coordination,” Perisa shared. “We had the data, but bringing it together in a consolidated format took time.” Even seemingly straightforward questions – like a total commitment across all funds – could require significant effort to answer, simply because the data wasn’t stored in one centralized location.
By adopting Quantium, b2venture has streamlined these workflows, enabling faster, more consistent responses and freeing up the team to focus on more strategic investor engagement. Through a secure, personalized LP portal, investors can now access data in real time with just one click, including performance summaries, capital account statements, fund documents, and historical contributions and distributions. When they log in, they can instantly see their total exposure, performance metrics, and cash flow history – all in one place, without needing to request a custom report from the b2venture team.
“Quantium gives us the ability to offer our investors one-click access to comprehensive, real-time insights – something that previously took days to assemble manually,” says Perisa. “The number of inbound requests has dropped significantly. Investors now expect this level of digital access; and with Quantium, we can deliver it effortlessly.”
This shift has not only improved the investor experience but also freed up b2venture’s team to focus on more strategic, high-value tasks, rather than responding to repetitive data inquiries.
From complexity to clarity
From the first conversation, b2venture was impressed by the expertise and responsiveness of the Quantium team, who demonstrated a deep understanding of venture capital operations and a strong commitment to solving the real-world challenges the b2venture team faced.
For b2venture, selecting the right platform was about more than just ticking boxes – it was about finding a long-term partner that understood the unique challenges of managing a complex, multi-fund investment firm. Quantium wasn’t just a software provider; it was the strategic, adaptable platform the b2venture team had been looking for.
Quantium stood out for its flexibility to model intricate fund structures and edge cases, ensuring no aspect of b2venture’s operations was left unsupported. The modern, intuitive UI/UX made it easy for both internal users and external investors to engage with the platform confidently. Most importantly, Quantium offered an all-in-one solution, seamlessly integrating fund, LP, and portfolio data in one place, eliminating the need for multiple tools or manual reconciliation.
“It’s a pleasure working with the b2venture team. They have a forward-thinking mindset that continuously challenges us to innovate and refine our platform,” says Fair, Client Solutions Manager at Quantium. “Their commitment to operational excellence and delivering real value to their investors aligns perfectly with Quantium’s mission – it is immensely rewarding to be part of their journey.”
“Quantium provided us with a true single source of truth; a system that combines usability with depth. Their software demonstrated an ability to cover many use cases that other providers couldn’t, providing an intuitive interface while being powerful enough to support complex fund structures,” says Perisa.