California Corp. Code § 27500 et seq.

DFPI Compliance, Simplified

The all-in-one platform for venture capital firms to comply with California's Fair Investment Practices law. Distribute surveys, collect responses, and generate your annual DFPI report in minutes.

100%

Statutory Compliant

< 5 min

Report Generation

Anonymous

Response Collection

Aggregate

Data Only Reporting

How It Works

Three simple steps to full compliance with California's demographic data reporting requirements.

1

Distribute Surveys

Send the DFPI-mandated Venture Capital Demographic Data Survey to founding team members of your portfolio companies with one click. Passive investors are automatically excluded.

2

Collect Responses

Founders receive a secure, token-based link to complete the survey. Participation is voluntary and responses are stored anonymously. Individual data is never disclosed.

3

Generate Report

Automatically generate your completed DFPI Venture Capital Demographic Data Report with all three required parts. Export as PDF and submit before the April 1 deadline.

Built for VC Compliance

Every feature designed to meet the specific requirements of California Corp. Code § 27500.

Automated Survey Distribution

Send surveys to all eligible founding team members with a single click. Batch processing for your entire portfolio.

Anonymous & Voluntary

Responses are collected anonymously per statutory requirements. Founders can decline any or all questions. Individual data is never shown.

DFPI Report Generation

Auto-generate the complete three-part DFPI report with demographic aggregation, diverse investment analysis, and investment details.

Passive Investor Exclusion

Mark founding team members as passive investors to automatically exclude them from survey distribution, as required by the statute.

Statutory Formula Calculations

Automatically determines “primarily founded by diverse founding team members” using the exact statutory formula from § 27500.

Aggregate-Only Reporting

Only aggregated, anonymized data appears in reports. Individual survey responses are never disclosed to your firm or the DFPI.

Your Complete DFPI Report

The platform generates the full Venture Capital Demographic Data Report matching the DFPI's required format, ready for submission before the April 1 annual deadline.

Part I: Aggregated Demographics

Gender, race/ethnicity, LGBTQ+, disability, and veteran status counts

Part II: Diverse Investment Analysis

Percentage of investments to primarily diverse-founded businesses, by count and dollar amount

Part III: Investment Details

Business names, total VC investment amounts, and principal places of business

PDF Export

One-click PDF generation ready for DFPI submission

Sample Report Preview

Venture Capital Demographic Data Report

Calendar Year 2025

Part I — Survey Responses

12

Surveyed

9

Responded

75%

Rate

Part II — Diverse Investments

60%

By Count

45%

By Dollars

Part III — Investments

GreenTech Solutions$2.5M
MediCore Health$5.0M
DataStream Analytics$1.5M

Ready to Simplify Your DFPI Compliance?

Set up your firm in minutes. Start distributing surveys and generating reports today.