Technology That fuels
Value creaton
With one-click integrations, our AI-powered intelligence platform consolidates data from across your portfolio, providing you with real-time access to insights that help you make informed, data-driven decisions. Don’t let your data become a missed opportunity – unlock its potential.
Out of the box
Portfolio Monitoring
Digital Transformation Starts With Data Centralisation
What's Included
- Portfolio View by Fund or Portco Group
- Comparison of Portcos Key Metrics
- Fund Reporting
- Company KPIs
- Budget vs Actual (P&L, Bookings, Current Trading)
- Alerts & Key Insights
- Mobile App
Plus
- Finance System Integrations and/or Excel Uploads
- Excel / Spreadsheet Uploads
- Onboarding & Training
- 24/7 Online Support
Additional Add-Ons
- Outsource Data Collection
- Future Performance
- AI Driven Analytics & Insights
Out of the box
Value Creation
Start To See Future Performance For Portcos
What's Included
- Everything Included in Portfolio Monitoring
- Track Budget vs Actual Bookings
- Track Team Forecast Accuracy
- Quote Coverage
- Pipeline Coverage and Build
- Pipeline Changes and Pushed Deals
- Sales KPIs
- Rev Rec Bookings Through to Cash
Plus
- CRM System Integrations
- Onboarding & Training
- 24/7 Online Support
Additional Add-Ons
- Outsource Data Collection
- AI Driven Analytics & Insights
Out of the box
AI Powered Analytics
An objective, intelligent view of your portfolio’s financial performance
What's Included
- Everythig In Portfolio Monitoring & Future Performance
- Current and Future P&L Using Predictive AI
- Planned vs Actual vs Predicted (Cash, Revenue & Bookings)
- Explainable AI
- Deal Based AI Scoring
- Scenario Planning & Modelling
Wave Goodbye To Data Silos
Whether you’re looking to report on a single set of financials or get a streamlined view on multiple CRMs post acquisition, our AI-enhanced integrations normalize and process data, delivering a single source within a matter of hours.
