An effortless solution that helps to view investment and operating data on asset, fund and portfolio level to compare actual vs. forecasted and budgeted KPIs.
You can generate single company summary sheet as well as the complete set of portfolio information as part of investor reporting package via one click to save you time and effort.
KPI Metrics Tracking
Centralize portfolio company financial & operating data through Excel-like spreadsheet technology for simple ``copy and paste`` data entry.
Analyze investment statistics and IRRs for single and multiple funds with group-by attributes via a single click.
Value Creation Analysis
Understand sources of value creation at portfolio, fund and individual asset level.
Simplify portfolio report preparation process where information is aggregated for export on customizable format (PowerPoint, pdf) based on user template.
Deal Terms & Cap Table Tracking
Track portfolio company’s cap table, deal terms for different investment rounds with built-in calendar tools to send email reminders of key dates.
FX & Simulation Tools
Toolkits to run investment performance scenarios (e.g. IRR with fixed rate vs. transaction date exchange rate) without impacting underlying data integrity.