Sales pipelines, advertising spend, balance sheets and more are now part of your portfolio view. Smart Portfolio empowers you to monitor investments and understand their historical and future performance.
Gain insight on every corner of your investment and empower founders to tell their story through data. Finally you have access to real-time updates streamed directly from source, powered by Data Dock which enables information sharing from all the applications founders use to run their business.
The system provides intelligent metrics and views out of the box and provides the flexibility for customization of calculations for the KPIs that matter most to you.
Portfolio companies receive an email invite from your master account which enables them to share data with you. Company founders sign in and find the applications they use to run their business from our comprehensive list. They connect applications like CRM, Accounting, Customer Support, Billing, Analytics and more to their account and from that point on relevant data is forwarded to you.
As data flows in to your smart portfolio our intelligent systems get to work predicting the future state of
With access to data from your portfolio companies you can view high level KPIs in simple report cards or click down to the details in gorgeous reports. Understand how companies are tracking compared to their plans to enable data driven discussions.
For those comfortable querying data we also provide web access to a powerful searching tool as well as a live connection to Microsoft Excel so you can incorporate data in to your existing analysis. Begin to understand critical metrics within the company and across your portfolio to predict future returns, the probability of default, and more, its the kind of insight you’ve only dreamed of.
Sharing of data is always controlled by the company founder, with fine grained access control to both the depth and breadth of information shared. Data always remains private and is only shared when specific permission is granted.
Security comes first, data is always encrypted and we undergo regular audits of our systems. See our security page for more details.
Get started today, we will pair you up with one of our experts to help you get the most out of our tools and free you from the heavy lifting. Set up a demo today to see how it works.