Single source of truth for prospective and existing private investments
We extract economic details and organizes documents in a searchable store for investment teams and clients
Seamlessly upload data via email, upload or integration with investment portals
Explore interactive balance sheet, performance and scenario analysis reports built from a robust dual ledger which enables finance teams to manage accounting and reporting.
Customized Performance Measurement
Make evidence based decisions with accurate and clear data
View consistent metrics for all investments, across the most complex portfolios
We reconcile corporate actions, partners capital activity statements, founders updates and secondary transactions affect your bottom line
Prepare and optimize for taxes, and manage K-1 collection in a consolidated workflow
Save Time and Money
Take action with confidence
We automate the boring things, elevate the important things
We keep track of the value today and help analyze cashflow in the future
Receive updates for secondary liquidity opportunities, compare and benchmark