Investment firms
Business plans, portfolio monitoring and reporting, automated.
Private equity, private credit and fund managers
We collect reports and business plans from every portfolio company and keep one current view of the portfolio. Monitoring, investor reporting and regulatory reporting build on that view.
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The collecting and consolidating across portfolio companies is done for you.
Numbers that hold
Every figure in investor and regulatory reports checked and traceable to its source.
Room to grow
The next fund and the next company, without more manual work.
What we automate.
Business plans and actuals
We read each company's business plan and reports, consolidate the numbers and flag deviations from plan.
Portfolio monitoring
We keep KPIs, financing terms and open actions current for every portfolio company.
Investor reporting
We assemble quarterly reports and board packs from checked portfolio data, ready for your sign-off.
Regulatory reporting
We prepare recurring regulatory submissions from the same data, with a trail behind every figure.
We map one of your processes and show what it looks like automated.
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