Leave data collection to us
Ditch spreadsheet request templates and manual email campaigns; streamline through automation. Access granular, structured data from portfolio companies instead of aggregations.
Direct Integrations: Рortfolio companies can connect their accounting systems like Quickbooks and Xero to minimize reporting overhead.
One-to-many reporting. Your portfolio companies only have to enter metrics once for all investors reducing their reporting burden.
Integrate systems of record. Enable companies to save time and reduce manual data entry.
Report with confidence. View a complete audit trail of all metrics tracked on our platform.
Information Requests: Optimize and simplify collaboration both internally and with portfolio companies.
Supercharge data collection. Streamline regular portfolio data collection cycles with a single, reusable information request.
Improve data completeness. Track missing data and communicate in-app with your portfolio companies.
Tailor to your needs. Request custom metrics, financial documents, and answers to questionnaires.
Managed Data Services & AI Document Parsing: Empower your team to focus on the tasks that matter most, and leave the rest to us.
Minimize data collection efforts. Let our software and experienced team of analysts handle your information requests.
Leverage AI. Our human-assisted, AI-powered document parsing offers industry-leading accuracy.
Reduce manual overhead. Parse data from financial statements, board decks, and other documents without sacrificing internal resources.
