Remove manual portfolio management and get notified on key changes in real time.
Portfolio management
Know what changed
before the report lands.
92%
Report a significant increase in speed.
87%
Report discovering deal critical insights.
81%
Report higher quality in deal analysis.
Portfolio Management
Capabilities
The capabilities behind the deep dive, each one configured to your firm's thesis, with every claim traceable to its source.
IC material, auto-created
Memos and decision material drafted in your firm's format with the full evidence trail one click away.
Deep-dives in highlighted areas
Excel logic turned into code. Do advanced modelling into deal critical areas like downside cases, pricing changes and “what if” questions in minutes, not days.
Connected data
Connect straight to 3rd party data from your portfolio companies to get data that is always up to date.
Track progress on the portfolio
Measure performance vs targets with up-to date numbers without any manual work.
An intelligence that compounds over time
Every decision, report or documents that are being done in the platform makes your leranings and intelligence compound.
Benchmarking
Every analyst, every partner, and every AI agent in your firm, working from the same knowledge base.
Built for Enterprise
Secure by Design
No training on your data
Data encrypted in transit and at rest
Role-based access controls
Hosted in compliant infrastructure