Always know the status of your portfolio. With real-time, live financial data you can now
track metrics on
a
moment's
notice and reduce risk like never before. See exactly how well investments are performing at
any given
time
with visuals
such as charts or workspaces – it’s just that easy!
With the advent of modern technology, investors can easily conduct due diligence on startups
before
investing
their
capital. They can verify their financials, examine documents and investigate the plans for
future growth.
All
this helps
them make an informed decision that gives them the best chance of success. The combination
of greater
transparency and
accurate information gives investors an advantage that they didn't have before - increasing
their chances
for
the
highest return on investment.
Triggers & alerts are a smart and strategic way for investors to manage their portfolio
companies in a
scalable manner.
Easily prioritize high-value engagements across your portfolio by providing value and
strategic support
where and when
it matters and let your portfolio companies handle the rest!
Triggers and alerts can be customized based on your
firm's investment thesis, allowing you to decide what metrics or events prompt a touchpoint.
Never be
caught off guard
with missed opportunities, events, or updates.
Unlock your productivity today by using our revolutionary tool and create LP reports
instantly. Investors
can now
quickly and securely access important financial information from portfolio companies with
the simple click
of a
button!
This tool standardizes and streamlines report building and formatting, making it much easier
aggregate, build,
and share - conveniently all in one place.