For capital providers, risk is the enemy. Only 28% of SMBs are approved for financing, because traditional banking is based on collateral. Boss Insights offers deeper data insight on companies to de-risk a new range of previously inaccessible clients and grow your bottom line.
Our proprietary Data Dock integrates with companies’ back-office software systems to automate and secure the process of sharing data with lenders and investors. It means you can offer quicker analysis and feedback.
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.
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.
Recipient 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 part of the due diligence process our intelligent systems get to work generating a growth score and forecasting with a high degree of accuracy the future state of
With access to essential client data you can view high level KPIs in simple report cards or click down to the details in gorgeous reports.
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, its the kind of insight you’ve only dreamed of.
Once you see a fit you can easily upgrade your client to become part of your Smart Portfolio for ongoing insight.
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.