NEXT-GEN SOFTWARE FOR
Portfolio Management
Easily track, analyze and report on the performance of your portfolio companies & investments.
An out-of-the-box portfolio monitoring and business intelligence tool for the alternative investments industry.
Centralized Tracking of Portfolio Data
Collect Financials, KPIs and ESG Data
Automate Data Collection
Simple Data Submission Process for Portfolio Co's via the Portal
Manage Value Creation Plans & Assign Tasks
Visualize portfolio data through dashboards & charts
Integrated Reporting to Investors
Export Reports to MS Word, Excel and PPT
Automated Asset-level Returns Calculations
Asset-to-Firm-Level Analytics
Portfolio Data Metrics
Track your Portfolio Companies’ Key Metrics
- Centralized tracking of individual company /asset-level portfolio data
- Monitor key metrics including financials, KPIs and ESG data
- Automated workflows to enable efficient collection of portfolio metrics and data on a periodic basis
- Analyze your investment performance at the asset, fund, portfolio and firm level
Portfolio Dashboards
Unlock Insights on your Portfolio through Dynamic Dashboards and Analytics
- Out-of-the-box portfolio data analytics and visualization functionality
- Gain insights by analyzing and comparing data across your companies, assets and funds
- Easily aggregate financial, KPI and ESG metrics across assets and funds
- Create custom dashboards, reports and charts relevant to your firm
Asset-level Returns
Calculate Asset-level Valuations and Returns
- Perform valuations of assets in a fund / portfolio
- Automatic and error-free returns calculations
- Track valuations and returns over time
Integrated Investor Reporting
Report your Portfolio Data to Investors at the Click of a Button
- Share asset-level performance data with your investors
- Provide engaging charts, descriptions and performance information on your portfolio to investors
- Seamless integration with your Investor Portal allows you to do this at the click of a button