Management
Save time by unifying your portfolio
management process across your entire team.
Save time by unifying your portfolio
management process across your entire team.
One stop post-investment shopA robust portfolio management tool consolidating spreadsheets, reporting, company communication and more to give your team the best view of portfolio performance.
Important information about your portfolio displayed in a variety of ways so that you get the big picture.
Detailed metrics, organized documents, and communication boards; stay up-to-date with each of your portfolio companies on their very own Company Page.
View your fund like never before. Intuitively review your portfolio performance and valuations. Then, make informed decisions.
A robust portfolio management tool consolidating spreadsheets, reporting, company communication and more to give your team the best view of portfolio performance.
Key numbers from your fund, recent investment activities, and a personalized news feed right on your homepage.
In-depth breakdown of everything to do with your fund - aiding in strategic decision making.
Beneficial display of portfolio value, company by company, investment by investment.
Detailed metrics, organized documents, and communication boards; stay up-to-date with each of your portfolio companies on their very own Company Page.
Detailed overview of each company, their growth, and your investment history.
In-depth metrics that matter to you. Watch your company grow, however you measure it.
Grant access to company contacts and allow them to update data at any time.
View the latest concerning each company directly on their page. Pulled from trusted sources such as:
Pick up where you left off and automatically transfer company info, contacts, and investment information directly from your Deal Flow.