Skip to main content

01

Get high-level visibility into your portfolio

Sort your portfolio by least runway and drill down into your “at risk” companies.

02

Streamline standard calculations

Let the system calculate the same metrics consistently and accurately month over month.

03

Make data-driven decisions

Review financial and operational metrics alongside your investment data to get a more complete picture.

Portfolio Metrics

  1. See real-time cash, burn and runway data
  2. Track custom metrics
  3. Drill down into any time period

Fund Analytics

  1. Roll-up portfolio data and gain better visibility on your funds
  2. Analyze fund allocation and total capital deployment

Investment Details

  1. Log complex investments including equity, debt, and crypto
  2. Track your investment details alongside financials and documents
  3. Include detailed events for a full history of transactions

Ready to generate even more alpha?

Automate financial reporting.

 

Request demo