Always know the status of your portfolio. With real-time, live financial data you can now
track metrics on
notice and reduce risk like never before. See exactly how well investments are performing at
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
Easily prioritize high-value engagements across your portfolio by providing value and
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
quickly and securely access important financial information from portfolio companies with
the simple click
This tool standardizes and streamlines report building and formatting, making it much easier aggregate, build, and share - conveniently all in one place.