Portfolio Management

Portfolio Management

Remove manual portfolio management and get notified on key changes in real-time .

Portfolio management

Know what changed before the report lands.

Know what changed before the report lands.

Rid your firm of manual reporting practices. When storing all deal and portfolio data in Gilion you can easily extract reports, get notified on key trends and trajectory changes in your portfolio. 

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.

Start every deal at 70% completion

Automate the “straight forward” deal analysis and DD questions across financials, market, product, team and legal.

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.

Challenge your investment thesis

Get immediate eyes on the areas of risk that could break the case and why, together with all the pro’s supporting the case.

Benchmarking

See how each deal benchmarks in performance at a comparable stage, against all companies your firm has met with.

Validate numbers with accounting data

Make sure the numbers provided in the P&L match the data from the companies accounting systems.

IC material, auto-created

Memos and decision material drafted in your firm's format with the full evidence trail one click away.

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