Portfolio Management

Easily track, analyze and report on the performance of your portfolio companies & investments. 

An out-of-the-box portfolio monitoring and business intelligence tool for the alternative investments industry.


Centralized Tracking of Portfolio Data


Collect Financials, KPIs and ESG Data


Visualize portfolio data through dashboards & charts


Integrated Reporting to Investors


Automated Asset-level Returns Calculations


Asset-to-Firm-Level Analytics

Portfolio Data Metrics

Track your Portfolio Companies’ Key Metrics

  • Centralized tracking of individual company /asset-level portfolio data
  • Monitor key metrics including financials, KPIs and ESG data
  • Automated workflows to enable efficient collection of portfolio metrics and data on a periodic basis
  • Analyze your investment performance at the asset, fund, portfolio and firm level

Portfolio Dashboards

Unlock Insights on your Portfolio through Dynamic Dashboards and Analytics

  • Out-of-the-box portfolio data analytics and visualization functionality
  • Gain insights by analyzing and comparing data across your companies, assets and funds
  • Easily aggregate financial, KPI and ESG metrics across assets and funds
  • Create custom dashboards, reports and charts relevant to your firm

Asset-level Returns

Calculate Asset-level Valuations and Returns

  • Perform valuations of assets in a fund / portfolio
  • Automatic and error-free returns calculations
  • Track valuations and returns over time

Integrated Investor Reporting

Report your Portfolio Data to Investors at the Click of a Button

  • Share asset-level performance data with your investors
  • Provide engaging charts, descriptions and performance information on your portfolio to investors
  • Seamless integration with your Investor Portal allows you to do this at the click of a button

Use the latest tech to streamline your business

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