No more chasing spreadsheets – track portfolio performance with automated data flow via Google integration, Excel import, and AI-powered data collection. Get instant calculations for IRR, Multiple, and other key metrics at company or fund level.
From data extraction to board meeting prep, our AI-driven tools save hours every week so you can focus on high-value decisions. Email Data Extraction, Automated Company Research, Board Meeting Prep, and more to come.
Create stunning LP Reports aligned with Invest Europe and ILPA guidelines, fully personalized with your brand. Share reports as interactive online dashboards to stakeholders - no login required - with built-in engagement analytics, or export them into Excel or PDF for a flexible, familiar format.
Upload and download portfolio, fund, and KPI data effortlessly with our Excel Add‑in. Automate routine imports, eliminate error‑prone manual work, and keep your data consistent across systems.