Reporting and Collaboration

Collaborate with Portfolio Company management in Real Time to maintain alignment with your Value Creation strategies.

  • Share assessments with portfolio company management and board 
  • Real Time Analysis of Portfolio Company financial performance
  • Visually spot trend problems in a fraction of the typical analysis time
  • Quick assessment of performance-to-goal

Financial Statement Dashboards allows for collaboration in real time between your investment team and portfolio company management. Share results and pinpoint areas that need attention with detailed drill down into revenue and expense categories.