Track portfolio metrics, calculate fund KPIs, update investors & automate reporting, all in a single platform
Collect & track portfolio metrics
Set up custom financial or operating metrics for each portfolio company, automate data collection & effortlessly track performance over time with interactive tables & charts.
Calculate fund returns
Efficiently calculate key fund KPIs like MOIC, IRR & DPI by uploading fund valuations & investment cashflows, all tracked over time. Automate reporting to LPs for increased transparency.
Automated reporting
Generate insightful reports like tear sheets, LP reports, benchmarking & more by integrating data from various sources. Save time & resources with reduced manual compliance & reporting efforts.
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