AI-enabled Data Management
Purpose-built Tech for LPs
White-glove Portfolio Reporting
Levels of reporting for a 360-view of underlying assets
Portfolio companies including relevant operating metrics
Total fund commitments tracked representing ~$990B
As of June 30, 2023
Portfolio Monitoring & Reporting
How clear is your view of your portfolio's performance?
Today, limited partners spend a disproportionate amount of time and resources chasing data and monitoring portfolios. The complexities around information management and reporting in this asset class make it onerous to capture value-driving insights, manage risk and plan for tomorrow.
Our reporting solution pairs best-in-class tech with expert operational support to help reduce your administrative burden and serve as an extension of your team. Ultimately, we strive to deliver a clear and accurate snapshot of your portfolio’s performance so you can focus on big picture strategy.