Optimize portfolio management for smarter decisions.

Portfolio Management Features

Manage and optimize your investment portfolio with powerful tools designed for clarity and efficiency.

Company Profiles

Keep comprehensive records of all invested companies, including key contacts, financials, and performance insights.

Investment Details

Track valuations, ownership percentages, funding rounds, and other essential metrics in one place.

Document Storage

Securely store, access, and manage investment-related documents, ensuring organization and compliance.

One-Click Reporting

Monitor all investment transactions with a detailed, time-stamped ledger for better financial tracking. Feed directly into portfolio and PortCo reports.

Important Dates

Set reminders for key deadlines, shareholder meetings, and compliance requirements to stay ahead.

Small Features That Pack a Punch

Custom Tags
White-labeled Reports
Portco Updates
FX Rates
Customizable KPIs
Cash Balance Tracking
API Integrations
User Access by Fund
Bulk Uploads
Fund-of-Fund Tracking
Overdue Reports
Email Forwarding