Data-Augmented Portfolio Monitoring with Real-Time Risk
Our portfolio monitoring platform delivers comprehensive insights that enhance decision-making and risk management. With automated reporting data integration and automatic analytics, you gain a complete view of your portfolio, quickly identifying vulnerabilities and anticipating liquidity needs. This monitoring ensures transparency and strengthens LP satisfaction.
Seamless Data Integration for Enhanced Quality
Collect and integrate data from multiple sources using automated tools that guarantee completeness. Our technology ensures the relevance of data and alerts you to any inconsistencies, ensuring your analysis relies on trustworthy information.
Holistic Risk Assessment with Resilience Scoring
Gain a complete view of your portfolio’s risk exposure with advanced analytics and real-time risk scoring. Identify potential vulnerabilities, stress-test cash flow scenarios, and monitor gaps against business plans to swiftly adjust your strategies and safeguard your investments.
Advanced Liquidity Forecasting and Scenario Analysis
Use advanced models to project liquidity and evaluate the impact of various market conditions. This allows you to anticipate risks and opportunities for reinvestment or exits.
Automated Reporting for Enhanced Transparency and Compliance
Transform your reporting process with an automated platform that generates periodic reports. Our solution minimizes manual tasks, boosts compliance, and reinforces trust by providing LPs and auditors with clear, detailed insights into your portfolio’s performance.
€100 Bn
in assets monitored by our clients
8,000+
scored companies.
50,000+
startups and scale-ups tracked
<1%
annual bankruptcy rate for A+ companies
Our Customer Success and Data teams work closely together to ensure seamless data integration. The process begins with a data audit to define the optimal data flow for importing your information into our systems. This can include options like Excel plug-ins, API connections with your CRM, or integration with Large Language Models.
Yes, we leverage LLMs to collect and clean data from unstructured sources. For example, we can automatically extract periodic data from quarterly fund reports. Please contact our data team to validate the feasibility, as it depends on the quality and exhaustivity of your data.
We’ve developed in-house algorithms combined with a comprehensive classification framework of 150+ sub-sectors to automatically categorise companies based on factors like sector, sub-sector, business model, and geography. This mapping serves as the foundation for our benchmarking and data visualization features.
Yes, you can send data update requests directly to entrepreneurs, who can securely update their information through our platform. You can also configure these requests to automate your reporting process.
Yes, you can easily export any data from the platform in Excel or PDF formats, typically for investment or credit committees, LP reporting, or providing justifications to auditors.
In addition to valuations, the platform enables continuous tracking financial health, growth momentum, and ESG maturity of your investments. Bespoke models also help you anticipate liquidity events within your portfolio.
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