KPI Metrics Tracking

Centralize portfolio company financial & operating data through Excel-like spreadsheet technology for simple ``copy and paste`` data entry.

Portfolio Analytics

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.

Report Generator

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.