Portfolio Management
360° Portfolio Management
Maximize portfolio performance with streamlined data management
- Centralize all portfolio related information: documents, investment data and KPIs
- Automate data collection and performance ratios calculations
- Turn data into engaging visualizations
- Leverage analytics and real time alerts to pilot your portfolio
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Accurate and consistent data
All your data, including transactions, valuations, and metrics are accurate, up-to-date, and consistent across the platform
Real time signals and alerts
Gain the agility to proactively steer your portfolio companies toward success and manage risks
Granular & Consolidated view
Analyze and breakdown data with easy sync and labeling
Automate Portfolio Data Collection and Analysis
- Use customized and automated forms
- Manage both financial and qualitative KPIs including ESG
- Extract data effortlessly from reports with AI
- Convert instantly raw data into charts
- Receive signals and alerts in real-time: Runway,MRR
Record and Organize Investment Transaction History
- Use a robust database framework supporting any type of transaction: SPA, SAFE, Debt, Convertible notes, Warrants...
- Split investment views: direct lines, funds, and SPVs
- Associate legal documents to key dates and events
- Set reminders and follow up on exclusive rights due dates
Manage Funds of Funds
Look through your investments across multiple VC/PE Funds
- Manage and Forecast your cash flows in multiple currencies
- Automated Fund-specific ratios: TVPI, DPI and IRR
- Gain clarity on portfolio exposure and mitigate potential risks
Turn Data into Insights with Powerful Analytics
- Leverage real-time financial insights at both fund and company levels
- Access dynamic portfolio dashboards
- Automate funds ratios calculation: IRR, MOIC
- Keep an eye on your investments KPIs: Fair value, Multiple, IRR…
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Questions about Venture Capital software
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