Fund Management
Streamline the company evaluation process into a
standardized flow that pulls information into
a unified portfolio model.
standardized flow that pulls information into
a unified portfolio model.
Plan Together. Win Together.
Portfolio Company Updates
Create a single template to automatically collect data from every portfolio company with one click.
Get instant updates to your consolidated portfolio model and save hundreds of hours and spreadsheets with a unified core model.
Get instant updates to your consolidated portfolio model and save hundreds of hours and spreadsheets with a unified core model.
Fund Valuation
Automatically pull financial data from standardized portfolio company models into a unified fund valuation model.
Updates to your fund valuation model are instant, easily calculating metrics such as MOIC or IRR.
Updates to your fund valuation model are instant, easily calculating metrics such as MOIC or IRR.
Easy
Centrally manage historical data, forecasts and business logic.
Collaborative
Create and share beautiful dashboards and collaborate in real-time.
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Scalable
Build models that scale and automate workflows.
Collaborative Planning
Iterative and collaborative process involving all stakeholders.
Pivot-based Modelling
Define a model once and repeat it across thousands of permutations
Fast and Scalable
Create detailed models that trace back to original data sources
Familiar Formula Syntax
Build and audit models with a familiar formula syntax
Version Control
Collaborate in real-time with a sophisticated version control system
Collaboration
Assign and email individuals to collect inputs for models.
Built for Integrations
Our API-first engineering approach
connects data seamlessly
