Products

Portfolio Monitoring

Spend time on what matters with automated data collection, validation and visualisation that showcases actionable insights and drives decision-making.

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Increase efficiency

Create scalable processes that collect the metrics that really matter.

Streamline processes

Effortlessly create workflows to collect and validate portfolio company data.

Drive decision-making

Empower teams with advanced portfolio analytics and insights.

Streamline data collection

Best-in-class templates enable you to collect portfolio companies’ critical financial and non-financial metrics.

Choose from configurable templates to suit your firm’s needs, compatible with ILPA and Invest Europe reporting standards, or create your own with customisable KPIs.

Automate workflows

Effortlessly create end-to-end workflows to collect and validate your portfolio companies’ data.

Our control centre puts you in charge, allowing you to create, edit, and enhance workflows, with ease.

Intuitive data visualisation

Numbers alone don’t tell the whole story. Empower your teams with access to analytics and insights that enhance decision-making.

Analyse critical financial and non-financial metrics to better understand what drives performance.