Collect data from your portfolio companies

 
 
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Up-to-date portfolio

Automated Portfolio update by each investment and transaction with timeline and hight level of details. Don't lose informations anymore.

 

Reporting

All your companies reporting in one place, schedule automatic alerts, customize the information requested for your LP's reporting. Stop harassing portfolio companies each quarter!

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Valuation

Access a historical record of your valuation data. Normalize a valuation process in your invest team. Work faster together.

 

 

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Cap Table access

No more spreadsheet sharing via email. You have a direct access to the lastest version of captable. Anytime.