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California Reporting Deadline

FIP VCC Reporting,
made simple

One clear workflow for requirement tracking, survey collection, and filing preparation.

Get Started Free Find out if your firm is required to file

No founder PII storageAggregate-only reporting & storageFiling-ready PDF reports

app.fipvcc.com/workspace/portfolio

Good morning, Crescent Ridge

Portfolio with reporting requirements

24 companies

Invites sent

19 invites

Upcoming actions

Invite portfolio founders to submit

Approve filing for 2025

Add portfolio investments for 2026 investments

Private by Design

Better than encryption

Zero-knowledge compliance.

Built to meet regulatory requirements imposed by the FIPVCC law which prevent storing or collecting individual founder responses in a manner that is identifiable.

Features

Everything needed for compliant reporting

Aggregate-only survey engine

Collect required demographic counters while avoiding founder-level response storage.

Founder Invites

Easily add your portfolio by uploading your Schedule of Investments, then send founder invites in the same workflow.

Built-in privacy guardrails

Secure data handling defaults reduce re-identification risk. We do not store identifiable responses.

Guided reporting flow

Work from setup to survey to final report in one repeatable workflow each cycle.

Multiple Entity Support

Support multiple funds, entities, and reporting structures in one workspace.

Record Keeping Requirements

Maintain required records with easy exports for internal review and retention without having sensitive data stored on your systems.

Filing-ready outputs

Generate structured output your compliance and legal teams can review before filing.

Bulk Import

Add your full portfolio in minutes by uploading your SOI file or a spreadsheet.

Easy Opt-Outs

Founders have a one-click option to decline to provide demographicinformation.

Avoid sensitive information

Acts as a trusted third party so that founders do not need to provide sensitive information to your team. FIPVCC only provides reports in the aggregate form.

No Login for Founders

Founders do not need to login, minimizing PII storage.

Enterprise

API Access

Integrate with internal systems through API access available for funds with high volume or fund administrators.

How it works

Three steps to filing-ready output

01

Set up reporting context

Create the reporting year, add portfolio companies, and capture investment amount plus principal place of business.

02

Collect aggregate outcomes

Send survey invites and collect category-level counts without storing founder-level answer records.

03

Finalize annual submission

Export filing-ready output, review internally, and complete your annual compliance submission.

Pricing

Simple, transparent pricing

Free

Free

Starter includes reports.

Portfolio tracking
Invite Links
Supports SPVs and Funds
Team Access

Get Started Free

Enterprise

Contact Us

For high volume funds and fund administrators

Advanced Intake Options
API Integration
Customizable branding
Multi-entity support
Fund Administrators
Optional Full Service Collection & Filing Support

Comparison

Alternative Solutions

Unfortunately, the way the law is written, there is no easy way to comply without software like FIPVCC.com. Any simple solution violates the privacy-preservation requirements or blocks completion of filing requirements.

Metric	FIPVCC.com	Email Collection	Web Form (Google Form)
Anonymization Compliance	Compliant by design Aggregate-only and non-identifiable reporting workflow.	Not compliant Hard because responses are tied to identifiable email threads.	Hard to truly anonymize A Google Form can capture anonymous sbumissions, but spreadsheet exports are still easy to reverse-engineer into founder-level information (especially in small founder cohorts).
Compliance Review: Data Privacy	Aggregate-only view Only aggregate responses are viewable.	Email security risk Exposed to discovery, litigation, and audit systems where sensitive responses may be accessed.	Spreadsheet leak risk A leaked Excel export or accidental share can expose sensitive demographic information.
Ease of Inviting Founders	Built-in invites Single fund level invite link or invite emails	Manual outreach Hard because sends, reminders, and statuses are tracked by hand.	Manual distribution Hard because links and follow-ups are managed outside the form.
Single Link Sharing	Simple link sharing The firm can use a single link or per company links.	Not straightforward Survey PDFs are not natural in an email-thread workflow and follow-up tracking is manual.	Simple link sharing Google Forms provides a standard shareable survey link out of the box.
Calculation of Diversity Stats	Automatic Category stats are calculated without manual rollups.	Very difficult to do compliantly You are required to calculate per company statistics without having a way to tie the response back to a person.	Manual reconciliation Hard because company matching and category remapping are manual.
Report Generation	One click Filing-ready report output from the same system.	Manual PDF editing Hard because each update requires formulas and PDF rework.	Manual editing Hard because exports still need formula + PDF preparation.
Setup Time	Minutes Upload SOI, map portfolio, and start invites quickly.	Mass mail merge Reconile PDF attachments and track which founders have responded. Difficult for large firms..	78+ form inputs Hard because form design, category mapping, and operations setup still require many manual inputs.
Decline-to-State Handling	Built in for all 14 fields Global decline and per-question declines are handled automatically across all required fields.	14 fields / founder You must manage global decline plus per-question declines across 14 different fields for every founder response.	14 fields / founder You must manage global decline plus per-question declines across 14 different fields for every founder response.
Solo Founder Companies	Automatic Data Shielding If there is only one founder, the data is automatically shielded and no data is shared if it will out their response.	Very difficult to do compliantly Any response is inherently identifiable and you will need to know the company name to calculate aggregate statistics.	Difficult to preserve privacy Per-company statistics can still be calculated, but solo-founder responses are easy to reverse-engineer without additional privacy controls outside the form workflow.
Portfolio-to-Filing Traceability	Linked by default Companies, investments, and reporting year stay connected.	Fragmented Hard because source data is split across inboxes and files.	Separate systems Hard because forms and sheets still require manual reconciliation and computation of aggregate statistics.
Recordkeeping and Exports	Structured exports Certificate of attempted reachouts.	Mailbox records Hard because records are fragmented across inboxes. Requires significant IT support.	Spreadsheet cleanup Hard because exports need manual normalization and packaging.
Privacy for founders	No PII storage FIPVCC.com does not store PII for founders beyond the record of attempted notifications.	Not compliant Hard because responses are tied to identifiable email threads. It feels like the firm itself is collecting this information and its unclear what the fund will do with that information.	Difficult to comply with Section 2 Anonymous submissions are possible, but preserving privacy is nearly impossible when dealing with companies with fewer than three founders.

Avoid collecting sensitivte demographic information from founders

Launch a repeatable workflow for portfolio tracking, survey collection, and annual report preparation in one shared workspace.

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