Real-time monitoring across your whole portfolio
Bring NAV, cash flows, exposures, and performance metrics into one live view. AI watches every company for early warning signs, ingests KPIs automatically, and forecasts what comes next.
Know what is happening before it happens
Continuous monitoring and forecasting built for the demands of institutional portfolio management.
NAV, cash flows & exposures
Track net asset value, capital calls, distributions, and exposures across funds and companies in real time, with drill-down from portfolio to position level.
IRR, TVPI & J-curve
Performance metrics are computed continuously, including IRR, TVPI, DPI, and the J-curve, so you always know how each fund is tracking against plan.
Early-warning health scores
AI-driven health scores combine financial, operational, and market signals to flag at-risk companies before problems show up in the quarterly numbers.
Automated KPI ingestion
Portfolio company KPIs are ingested automatically from reports and spreadsheets, eliminating manual data entry and keeping your dashboards current.
Forecasting & scenarios
Project future performance and model scenarios with AI-assisted forecasting that learns from your portfolio's own history and comparable benchmarks.
One source of truth
Replace scattered spreadsheets with a unified, always-current view of portfolio performance that every stakeholder can trust.