Monitoring & Tracking
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.
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 portfolio monitoring in plain English.
- Get a client-ready list, cited back to your data.
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