Our Portfolio Intelligence process enables fund of fund managers to track and analyze multi-level portfolio data with look through to underlying investment activity. Clients can see on-demand dashboards with insights at every level of the portfolio hierarchy as well as across the portfolio by various exposure attributes such as geography, industry, and stage of investment.
Find answers to the unique questions managers ask of their portfolio data.
Experience ease of access to information on the underlying investments in a fund of funds portfolio, down to the investment round.
Track prospective deals and decision-making criteria in one easily accessible place.
We have over 15 years of experience working with venture capital firms and understand the structure and complexities of the Venture Capital industry.
Our first step is to understand your goals and recommend a metrics plan so you can use your data effectively. Customized analytics are tailored to your portfolio structure, size, and budget.
Our next step is to connect all data sources and design a user experience and dashboard to show metrics that matter most in a useful, sharable format. Our customized approach allows investors to slice and dice data so you can answer unique questions in real-time.
Our process includes testing and modifying as needed and training for team interaction.
View dashboards specific to venture capital funds of funds that support look through reporting, track record analysis of prospective fund managers, and monitor portfolio performance, hosted securely in an on-demand interactive portal.
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