Monitoring & Tracking
Deal Tracker
Track multiple live deals with milestones, deadlines, action items, and status updates. Maintains a deal pipeline view and surfaces upcoming deadlines and overdue items. Use when managing a book of business, tracking process milestones, or preparing for weekly deal reviews.
What you get
A ranked, sourced list (Excel plus a written brief) your team can act on immediately.
How it works
- Add your sources — data room, financials, filings, or notes.
- Ask for a deal tracker in plain English.
- Get a client-ready list, cited back to your data.
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Monitor a sector-specific list of public companies through earnings season. For each company: classifies beat/miss/in-line vs consensus, extracts management highlights from the transcript, and surfaces analyst sentiment from email or web search. Outputs an HTML dashboard artifact.
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Portfolio Monitoring
Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance.
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