Portfolio Intelligence System: every portfolio company in one view
Portfolio companies' monthly and quarterly packs read in whatever format they arrive, the right metrics pulled per sector, and one consolidated view by fund, sector and company, with every figure linked to its source.
What it drives
Higher productivity · More from your team
01
What it does
Investment decisions stay with your team. The systems do the groundwork.
Movements against plan and runway risk flagged
First drafts of portfolio reviews
LP and board reporting drafted from the same view
02
Where it fits
Portfolio Intelligence System is a lead app in these sectors.
Funds & investment
Indicative; every audit starts from your workflows.
03
A person stays in control, by design
Agents do the volume. People decide the exceptions, and every correction makes the rules better.
Step 1
Agent drafts
Step 2
Confidence check
Step 3
Exception to Loop
Step 4
Person approves or corrects
Step 5
Rule improves
Part of Funds & Investments
More in Funds & Investments
For investment funds, family offices, corporate venture and investment teams: the groundwork done to the same standard on every deal and every portfolio company.
Due Diligence Automation
The same standard of diligence on every deal.
Explore Due Diligence Automation
Deal Screener
Every inbound deal scored against your thesis.
Explore Deal Screener
Next step
See it on your own workflow
A short walkthrough with the people who built it.
