Track portfolio performance and LP reporting
Monitor portfolio companies, generate LP reports, and prep board materials using the same data that powered the original deal.
Inside the Private Equity platform
Portfolio performance tracking
Track KPIs, revenue trends, and EBITDA performance across every portfolio company in one dashboard.
Portfolio composition analytics
Analyze sector concentration, geographic exposure, and fund composition so rebalancing decisions have full context.
Real-time performance alerts
Get alerted when a portfolio company hits a milestone or misses a target.
LP report generation
Generate LP reports that summarize portfolio performance, deal activity, and fund-level metrics.
Board prep automation
Compile board decks with portfolio updates, financial summaries, and action items in less time.
Built for PE
Portfolio monitoring runs on the same parsing, extraction, and monitoring infrastructure as every other platform, then shaped for how PE firms track companies and report to LPs. See the full Private Equity platform.
- Track every portfolio company in one dashboard
- Generate LP reports in minutes, not days
- Spot underperformance before it becomes a problem
- Keep reporting consistent across stakeholders
- Cut quarterly board prep time
- Keep LPs informed with live portfolio updates
Monitoring that starts at close
Monitoring should not begin with a blank dashboard. When the deal closes on the private equity platform, the numbers you diligenced carry straight into monitoring, so you are tracking a company against the case you actually underwrote instead of a fresh set of figures someone rekeyed.
From there, KPIs, revenue trends, and EBITDA performance sit in one dashboard across every portfolio company. Sector concentration and geographic exposure are there when a rebalancing question comes up, and alerts tell you when a company hits a milestone or misses a target, so a problem surfaces while there is still time to act on it.
Reporting is where the time savings show. LP reports and board decks are compiled from the same live data instead of rebuilt by hand each quarter, so the story LPs see stays consistent from one period to the next. It is the same monitoring layer every platform runs on, shaped for how PE firms report.
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